Document Control Register

[samuel kelly]

Hi, i am currently trying to use a spreadsheet (or some sort of Microsoft programme) to come up with a 'Document Control Register' in this spreadsheet i will a lot of different type of documents that when issued will for example change a letter or when it is approved it will change number. This is for ISO standards 9001.

Can someone tell me how to start of possible give me an example?

See photo attached for an example of a document number. Also i want the excel spreadsheet to be able to send a message to document manager for approval after it has had changes made and has been reviewed, which then it must be approved by document manager, via email for example. DSC_0069.JPG

[mehmetcik]

Hi

This is an interesting requirement.

To do this right I imagine that you would need to forward the file from excel to request approval.

The Document Manager would return the document, flagged with Approved or rejected.

You would then save the approved file to your approved documents folder for distribution.

So I imagine that you would need to interface your document with outlook.

This is imminently possible.

What application are your documents created in or are you happy to change the file names in the documents manually

[alansidman]

If you have a copy of Access, I can provide you with a Document Tracker that you will need to modify to meet your specific needs, but will start you down the road. If you have not worked with Access, there is a steep learning curve, but it is an effective tool for managing databases.