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Use Comala Document Management workflows to ensure that policies and procedures are up-to-date, consistent, and secure
Automating the review and approval process to manage the lifecycle of your policies and procedures can ensure that critical documents do not become stale and out-of-date.
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What are ways teams benefit?
Compliance
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Minimize the risk of errors by ensuring that documents are reviewed and approved by the correct people. Track and report all changes and approvals, mandatory for meeting regulatory standards. This protects your company from legal liability while strengthening its reputation |
Knowledge Bases
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Provide clear visibility into the documentation lifecycle status so knowledge workers see
This increases the accuracy of documentation and reduces the risk of misinformation. |
Policies and procedures
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Reduce the chance of accidents, compliance violations, and other problems by automating workflows to manage the lifecycle of your policies and procedures. Set expiration dates so that you’re notified when it is time to review and update your processes. This ensures that policies and procedures are up-to-date, consistent, and secure. |
Document lifecycles
With Comala Document Management, you can define document lifecycles that reflect the stages of your service and process designs.
You can define specific workflow milestone and permissions for each stage, ensuring that only authorized users can access and modify the documents.
For example, you might have a proposal stage, a project plan stage, a development stage, and a testing stage. If publishing a policy or practice guide, you can prevent these becoming stale by setting a time period for an “out-of-date” review.
To get started
install Comala Document Management by getting started on the Atlassian Marketplace or through “find new apps” in your Confluence instance
apply a workflow at across all documents in a space or apply workflows on a page-by-page basis
configure your workflow in the space settings Comala Document Management dashboard
edit and customize your workflow using the workflow builder visual workflow editor for advanced authoring to create a more flexible and responsive workflow for your document process needs
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Choose from the “out of the box” workflows or create your own! |
Content expiry workflow
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“Out of the box” workflow in the app! |
Managing content expiration using workflow parameters
Expiration of content can be set for any workflow state not just for your published content. This can be used to generate custom emails and on-screen notifications to advise of log-jams in your documentation process.
One thing customers sometimes ask is “How can I warn my team in advance of page content that is nearing the end of it’s set time period before the “out-of-date” review?”. Confluence does not provide a way to monitor this date but the following is a useful way of managing this and provide custom email notifications in advance of the set due date for expiry.
Customer case studies
We have a number of our customers who use Comala Document Management as part of their review and approval document management process. These include some customers who use our app together with Comala Publishing to help attain FDA Title 21 CFR Part 11 in the life sciences industry.