Document Control and Policy Management

M2 is an easy way to improve the “control” part of Document Control: it organizes, sorts, archives, and publishes your documents.

Omni-Assistant M2 is ripe with benefits:

Retrieve your document painlessly

Between the quick search, key words and the document categories, it is easy to find the documents you need.

Proactive alerts for your peace of mind

The Omni-Assistant is proactive so you don’t need to constantly look over your shoulder: get alerts when it’s time to review a document.

Easy tracking of readings

At a glance, you see who’s up to date on their readings and who isn’t.

Features included
Easy sorting

Documents are easy to find with categories, subcategories, document types, identifiers, keywords and more.

Review alerts and escalation alerts

When a document is up for review an alert can be sent. And if the review is not completed on time, an escalation alert can be sent so this issue does not go unaddressed.

Approbation cycle

Document approbation cycles are molded to your processes. It can be as quick and simple or as detailed as needed, based on your company’s needs.

Versions tracking and history

Version numbers for both minor and major modifications allow you to keep track of what version was in effect at a particular point in time, and you can log the changes as well.

Dynamic links to accreditation standards

You can link your accreditation requirements to your documents with dynamic links.

Virtual library

The Virtual Library allows different clients to exchange documents on a voluntary basis. This feature is especially useful for companies that have several sites.

Reading and training requests

Whenever a document is created or updated, it is possible to send reading or training requests to the users, which can then be required to sign.

Competency dashboard

The Competency Dashboard gives a global score and shows the competency trend in a dots chart for each user, allowing a supervisor or manager to very quickly see who’s done their reading and training and who hasn’t.

Security, access and permissions

Owing to the very detailed permissions and security settings, determining who gets to edit and / or read which documents is simple and straightforward.