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Sunday
Business
Systems
Ground Control™
Document Control and Training Manager
Features and Benefits
Basic Set-up
Use
Sunday Business Systemswww.SundayBizSys.com
Document Control and Training
Documents and training are inter-related
 Standard operating procedures provide the basis for training
 New documents often require training in order to be effective
 Very often, document changes require additional training for effected personnel
 Documenting the training for regulatory compliance can be challenging
For this reason, SBS has bundled
 Document Control and
 Training management
The Product
 Easy to use, Menu driven
 Intuitive Process flow
 Requires very little training to begin using
 Built using Microsoft Access
 Runtime version of Access is included
 No need to purchase Microsoft Access separately
Sunday Business Systemswww.SundayBizSys.com
Training Module - features and benefits
Tracks training classes and class rosters
Defines employee Positions
 Prerequisites, Previous qualifications
 Roles and Responsibilities
 Required Training for the position
Tracks training requirements
 By department
 By manager
 By individual employee
Tracks re-certification requirements
Identifies delinquent training
Rich set of reports and analysis
 Measures the effectiveness of your training management system
A full introductory presentation on the Training Module may be found from
our website http://www.sundaybizsys.com/TDB_Intro.pps
Sunday Business Systemswww.SundayBizSys.com
Document Control
Complete document lifecycle management
 Controls any electronic document including
 Microsoft office files: Word, Excel, PowerPoint
 PDF, AutoCAD, SolidWorks
Control document releases
 New documents
 Revisions to existing documents
 Obsolete documents
Ensure approvals are documented
 Capture electronic signatures
Organize Documents
 Organize by Type, Department, and Owner
 Group related documents for quick reference
Simple, effective reports
 Measure the effectiveness of your document control system
Sunday
Business
Systems
Document Control Setup
Sunday Business Systemswww.SundayBizSys.com
Easy Installation
Download the demo database
Save or copy the GroundControl.accde or GroundControl.mde file to a
designated folder on your Network File Server
Once purchased, register the demo database (enter the Product Key)
Ensure all Workstations have
 Microsoft Access or the free Runtime version of Microsoft Access
 Read and write privileges to the designated folder on the Network File Server
Note: The above graphic is for stand alone Access databases - SQL configurations are different
Sunday Business Systemswww.SundayBizSys.com
Document management set-up
Process Overview
 Create Departments
 Create Document categories
 Create Locations
 Enter employees
 Create approval loops
 Choose the desired revision format
 Configure automatic e-mail messages
Sunday Business Systemswww.SundayBizSys.com
Document management set-up
Sunday Business Systemswww.SundayBizSys.com
Add or Edit Departments
Documents may be assigned to various departments
 This helps organize documents and
 Improves search capabilities
Sunday Business Systemswww.SundayBizSys.com
Define Employee Types
Employee types help organize employees into groups
Improves organization and search capabilities
Sunday Business Systemswww.SundayBizSys.com
Define Training Class Categories
Helps organize or group training classes
Improves organization and search capabilities
Sunday Business Systemswww.SundayBizSys.com
Define Training Class Types
Helps organize or group training classes
Improves organization and search capabilities
Sunday Business Systemswww.SundayBizSys.com
Define Document Categories
Document categories are used to group or organize documents
 Improves organization and search capabilities
 Find documents faster
 Filter forms for appropriate document types
Sunday Business Systemswww.SundayBizSys.com
Add or Edit Document Locations
Document locations
 May refer to electronic copies only
 May refer to physical distribution points or “Spec Books”
 May refer to documents posted at workstations
Sunday Business Systemswww.SundayBizSys.com
Enter your Company Information
Used in specific reports
Sunday Business Systemswww.SundayBizSys.com
Select the Revision Format
Different revision formats may be selected
 Lettered revisions
 Numbered revisions
 Note: Change must be saved before continuing
Sunday Business Systemswww.SundayBizSys.com
Enter Employee Information
E-mail address is
important for e-mail
distribution lists
Enter general employee
information
Enter one or more
positions (for training
management)
Sunday Business Systemswww.SundayBizSys.com
Define Employee Training Requirements
For Training Management, enter any employee specific training
requirements
Sunday Business Systemswww.SundayBizSys.com
Set-up User Privileges
Defines access
levels for users
Sunday Business Systemswww.SundayBizSys.com
Add or Edit Document Approval Loops
Once employees have been added
 Enter the Approval Loop Name
 Select employees from the list
Sunday Business Systemswww.SundayBizSys.com
Define email distribution lists
Enter the list name
Provide a description for the list
Select one or more employees to define the email list
 Employees and e-mail addresses must be previously entered
Sunday
Business
Systems
Managing Documents
Create new documents
Revise existing documents
Obsolete documents
Edit documents
Approve or reject documents
Release documents
Sunday Business Systemswww.SundayBizSys.com
Initial Login
Password protected Login
 Restricts access to the program
 Enables or restricts access to sensitive functions within the program
Electronic signatures
 Users must re-enter their passwords to approve or reject document revisions
Select employee
name and enter
password
For the demo version, use
Employee: Admin
Password: admin
Sunday Business Systemswww.SundayBizSys.com
Using the Document Control manager
Process flow-
style navigation
buttons
Related reports,
forms and
functions
Quick Links
Sunday Business Systemswww.SundayBizSys.com
Document Flow
Simple, intuitive document flow
 The document has a status
 The document revision also has a status
Sunday Business Systemswww.SundayBizSys.com
Create a new documentGeneral
document
information
Detailed
information split
into six tabs
Yellow fields are
required fields
Filters display only
desired documents
Send Automatic
emails
Function
buttons
Sunday Business Systemswww.SundayBizSys.com
Revise an existing document
Detailed Revision
history
Revise a Doc,
request a revision,
or Obsolete a doc
Link to
electronic file
Enter a Detailed
Revision description
Sunday Business Systemswww.SundayBizSys.com
Document Approvals
Electronic sign off
for approvals or
rejections
The Approval Loop
populates the required
approvals
Sunday Business Systemswww.SundayBizSys.com
Document Group
Group related
documents
together for easy
reference
Sunday Business Systemswww.SundayBizSys.com
Create a Training Class linked to the document
To reset training requirements when a new document is
released
1. Create a new document or navigate to an existing document
2. On the Training Requirements tab,
 Click the Create Training Class button
 This will create a training class linked to the document
 Do not create a new training class from the training class form – this will not be
linked to the document
 Complete the training class set-up
 Complete the training class details (type, duration, etc.)
 If re-certification is required if the document is not revised, check the re-cert
required box and enter the number of days for expiration
 If recertification is only required when a document is revised, check the re-cert
required box and enter 99999 days for expiration
1. Add the new training class to the position requirements, employee
requirements, or skills requirements
Sunday Business Systemswww.SundayBizSys.com
Create a Training Class linked to the document
Training will be
required each time a
revision of this
document is released Creates a training
class linked to
this document
Sunday Business Systemswww.SundayBizSys.com
Email Lists
Choose the email list to
notify when all approvers
have approved a document
revision
Choose the email
list to notify when
a new release is
made
Sunday Business Systemswww.SundayBizSys.com
Revision Requests
Request a new revision,
document a problem, or
close an open issue
Sunday Business Systemswww.SundayBizSys.com
Only designated users may access this form
Document data can be viewed, but not edited
Only documents with the status of “In progress” or “Rejected" appear on this
form
Status is changed to “Approved” once all approvers have approved the rev.
Approve a Document
Click to approve a
document
Click to reject a
document
Password
verification is
required to
approve or reject
Sunday Business Systemswww.SundayBizSys.com
Only designated users may access this form
Document data can be viewed, but not edited
Only document revisions with the status of “Approved" appear on this form
Release a document
Sunday Business Systemswww.SundayBizSys.com
Summary
The SBS Ground Control is a cost effective tool to
Ensure effective training compliance with
 ISO 9001:2015
 AS 9100
 TS 16949
 OHSAS 18001
 ISO 14001
Manage Document revisions and releases
Manage Employee Training records and schedules
Maintain paperless quality records
Analyze performance and develop improvement strategies
Save time and effort
Download a free demo from our website
Sunday Business Systemswww.SundayBizSys.com
About SBS
Sunday Business Systems is engaged in software sales and consulting
services.
Applies Lean Manufacturing principles to Quality Management Systems
Sells affordable and efficient software solutions to help implement
ISO9001:2008 compliant systems
 Document Control
 Corrective and Preventive Actions
 Employee Training
 Control of calibrated equipment
 Preventive Maintenance
 Statistical Process Control
 Vendor Management
 Communication / Continual improvement
Provides Training and instruction
Will customize the software for specific Customer needs
Sunday
Business
Systems
© 2012 Sunday Business Systems. All rights reserved. This presentation is for informational purposes
only. Sunday Business Systems MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS
SUMMARY. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or
other countries.
Fueling Small Business EfficiencyFueling Small Business Efficiency
Visit www.SundayBizSys.com for:
•Additional information
•Free product demos
•Pricing
•Links to purchase software

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Training and Document Control solution for ISO 9001 compliance

  • 1. Sunday Business Systems Ground Control™ Document Control and Training Manager Features and Benefits Basic Set-up Use
  • 2. Sunday Business Systemswww.SundayBizSys.com Document Control and Training Documents and training are inter-related  Standard operating procedures provide the basis for training  New documents often require training in order to be effective  Very often, document changes require additional training for effected personnel  Documenting the training for regulatory compliance can be challenging For this reason, SBS has bundled  Document Control and  Training management The Product  Easy to use, Menu driven  Intuitive Process flow  Requires very little training to begin using  Built using Microsoft Access  Runtime version of Access is included  No need to purchase Microsoft Access separately
  • 3. Sunday Business Systemswww.SundayBizSys.com Training Module - features and benefits Tracks training classes and class rosters Defines employee Positions  Prerequisites, Previous qualifications  Roles and Responsibilities  Required Training for the position Tracks training requirements  By department  By manager  By individual employee Tracks re-certification requirements Identifies delinquent training Rich set of reports and analysis  Measures the effectiveness of your training management system A full introductory presentation on the Training Module may be found from our website http://www.sundaybizsys.com/TDB_Intro.pps
  • 4. Sunday Business Systemswww.SundayBizSys.com Document Control Complete document lifecycle management  Controls any electronic document including  Microsoft office files: Word, Excel, PowerPoint  PDF, AutoCAD, SolidWorks Control document releases  New documents  Revisions to existing documents  Obsolete documents Ensure approvals are documented  Capture electronic signatures Organize Documents  Organize by Type, Department, and Owner  Group related documents for quick reference Simple, effective reports  Measure the effectiveness of your document control system
  • 6. Sunday Business Systemswww.SundayBizSys.com Easy Installation Download the demo database Save or copy the GroundControl.accde or GroundControl.mde file to a designated folder on your Network File Server Once purchased, register the demo database (enter the Product Key) Ensure all Workstations have  Microsoft Access or the free Runtime version of Microsoft Access  Read and write privileges to the designated folder on the Network File Server Note: The above graphic is for stand alone Access databases - SQL configurations are different
  • 7. Sunday Business Systemswww.SundayBizSys.com Document management set-up Process Overview  Create Departments  Create Document categories  Create Locations  Enter employees  Create approval loops  Choose the desired revision format  Configure automatic e-mail messages
  • 9. Sunday Business Systemswww.SundayBizSys.com Add or Edit Departments Documents may be assigned to various departments  This helps organize documents and  Improves search capabilities
  • 10. Sunday Business Systemswww.SundayBizSys.com Define Employee Types Employee types help organize employees into groups Improves organization and search capabilities
  • 11. Sunday Business Systemswww.SundayBizSys.com Define Training Class Categories Helps organize or group training classes Improves organization and search capabilities
  • 12. Sunday Business Systemswww.SundayBizSys.com Define Training Class Types Helps organize or group training classes Improves organization and search capabilities
  • 13. Sunday Business Systemswww.SundayBizSys.com Define Document Categories Document categories are used to group or organize documents  Improves organization and search capabilities  Find documents faster  Filter forms for appropriate document types
  • 14. Sunday Business Systemswww.SundayBizSys.com Add or Edit Document Locations Document locations  May refer to electronic copies only  May refer to physical distribution points or “Spec Books”  May refer to documents posted at workstations
  • 15. Sunday Business Systemswww.SundayBizSys.com Enter your Company Information Used in specific reports
  • 16. Sunday Business Systemswww.SundayBizSys.com Select the Revision Format Different revision formats may be selected  Lettered revisions  Numbered revisions  Note: Change must be saved before continuing
  • 17. Sunday Business Systemswww.SundayBizSys.com Enter Employee Information E-mail address is important for e-mail distribution lists Enter general employee information Enter one or more positions (for training management)
  • 18. Sunday Business Systemswww.SundayBizSys.com Define Employee Training Requirements For Training Management, enter any employee specific training requirements
  • 19. Sunday Business Systemswww.SundayBizSys.com Set-up User Privileges Defines access levels for users
  • 20. Sunday Business Systemswww.SundayBizSys.com Add or Edit Document Approval Loops Once employees have been added  Enter the Approval Loop Name  Select employees from the list
  • 21. Sunday Business Systemswww.SundayBizSys.com Define email distribution lists Enter the list name Provide a description for the list Select one or more employees to define the email list  Employees and e-mail addresses must be previously entered
  • 22. Sunday Business Systems Managing Documents Create new documents Revise existing documents Obsolete documents Edit documents Approve or reject documents Release documents
  • 23. Sunday Business Systemswww.SundayBizSys.com Initial Login Password protected Login  Restricts access to the program  Enables or restricts access to sensitive functions within the program Electronic signatures  Users must re-enter their passwords to approve or reject document revisions Select employee name and enter password For the demo version, use Employee: Admin Password: admin
  • 24. Sunday Business Systemswww.SundayBizSys.com Using the Document Control manager Process flow- style navigation buttons Related reports, forms and functions Quick Links
  • 25. Sunday Business Systemswww.SundayBizSys.com Document Flow Simple, intuitive document flow  The document has a status  The document revision also has a status
  • 26. Sunday Business Systemswww.SundayBizSys.com Create a new documentGeneral document information Detailed information split into six tabs Yellow fields are required fields Filters display only desired documents Send Automatic emails Function buttons
  • 27. Sunday Business Systemswww.SundayBizSys.com Revise an existing document Detailed Revision history Revise a Doc, request a revision, or Obsolete a doc Link to electronic file Enter a Detailed Revision description
  • 28. Sunday Business Systemswww.SundayBizSys.com Document Approvals Electronic sign off for approvals or rejections The Approval Loop populates the required approvals
  • 29. Sunday Business Systemswww.SundayBizSys.com Document Group Group related documents together for easy reference
  • 30. Sunday Business Systemswww.SundayBizSys.com Create a Training Class linked to the document To reset training requirements when a new document is released 1. Create a new document or navigate to an existing document 2. On the Training Requirements tab,  Click the Create Training Class button  This will create a training class linked to the document  Do not create a new training class from the training class form – this will not be linked to the document  Complete the training class set-up  Complete the training class details (type, duration, etc.)  If re-certification is required if the document is not revised, check the re-cert required box and enter the number of days for expiration  If recertification is only required when a document is revised, check the re-cert required box and enter 99999 days for expiration 1. Add the new training class to the position requirements, employee requirements, or skills requirements
  • 31. Sunday Business Systemswww.SundayBizSys.com Create a Training Class linked to the document Training will be required each time a revision of this document is released Creates a training class linked to this document
  • 32. Sunday Business Systemswww.SundayBizSys.com Email Lists Choose the email list to notify when all approvers have approved a document revision Choose the email list to notify when a new release is made
  • 33. Sunday Business Systemswww.SundayBizSys.com Revision Requests Request a new revision, document a problem, or close an open issue
  • 34. Sunday Business Systemswww.SundayBizSys.com Only designated users may access this form Document data can be viewed, but not edited Only documents with the status of “In progress” or “Rejected" appear on this form Status is changed to “Approved” once all approvers have approved the rev. Approve a Document Click to approve a document Click to reject a document Password verification is required to approve or reject
  • 35. Sunday Business Systemswww.SundayBizSys.com Only designated users may access this form Document data can be viewed, but not edited Only document revisions with the status of “Approved" appear on this form Release a document
  • 36. Sunday Business Systemswww.SundayBizSys.com Summary The SBS Ground Control is a cost effective tool to Ensure effective training compliance with  ISO 9001:2015  AS 9100  TS 16949  OHSAS 18001  ISO 14001 Manage Document revisions and releases Manage Employee Training records and schedules Maintain paperless quality records Analyze performance and develop improvement strategies Save time and effort Download a free demo from our website
  • 37. Sunday Business Systemswww.SundayBizSys.com About SBS Sunday Business Systems is engaged in software sales and consulting services. Applies Lean Manufacturing principles to Quality Management Systems Sells affordable and efficient software solutions to help implement ISO9001:2008 compliant systems  Document Control  Corrective and Preventive Actions  Employee Training  Control of calibrated equipment  Preventive Maintenance  Statistical Process Control  Vendor Management  Communication / Continual improvement Provides Training and instruction Will customize the software for specific Customer needs
  • 38. Sunday Business Systems © 2012 Sunday Business Systems. All rights reserved. This presentation is for informational purposes only. Sunday Business Systems MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries. Fueling Small Business EfficiencyFueling Small Business Efficiency Visit www.SundayBizSys.com for: •Additional information •Free product demos •Pricing •Links to purchase software