Batch Records Overview

When accessing the Batch Records Management form, the first screen displayed is the Batch Records Overview. This section provides a comprehensive summary of all registered batch records, offering key details in an organized format. The Overview includes the following columns:

Batch Records Overview

• Document: Displays the document's name, ID number, revision, version, department, and classification.

• Owner: Shows the current owner responsible for the document.

• Next Revision Date: Specifies the deadline for reviewing the document. The system visually tracks the remaining days until the revision is due with a countdown indicator:

  • Red: The revision date has passed or is due today.

  • Orange: The revision date is within the next 30 days but more than 5 days away.

  • Green: The revision date is more than 30 days away.

  • If the document is marked as Obsoleted, only the revision date will be displayed, without the countdown.

• Status: Indicates the current status of the document (e.g., Open, Under Review, Approved, Effective, Obsoleted or Duplicated).

• View Details: Click the eye icon to access a detailed view of each record. Click the file repository icon to access the record's File Repository.

To create a new record, select the plus icon. To recover a previously deleted record, select the recycle bin icon. For guidance on applying search filters, click here.