Availability: Document analytics are visible to all Quality Users.

Current pages and graphs:

See how your team is progressing with the management of their documents. View a breakdown of current document statuses across all document versions created during a given (yet editable) period of time. This data is also filterable by tags and groups.

Data does not include Retired or Deleted documents, only open statuses. If a document is in a status of For Periodic Review it is technically also in Effective status and will appear in the Effective metric.

See how documents may be related to specific tags to determine where attention is needed. This bar chart visual displays how document versions are tagged and their current status.

Restricted tags will be displayed on this chart.

Determine if review timelines are being met to help ensure the accuracy, quality, and relevance of your documents. You can select a bar to adjust to different timeframes and use the filter to specify document type(s).

Identify potential issues that may be hindering the timely completion of reviews, such as resource constraints or workload distribution. Select a bar to drill down by document owner and/or use the filter to specify document type(s).

The rate at which documents are being reviewed and approved by your team. Gain insight into the effectiveness of your team’s document management process. Highlighting this metric during an audit or management review can help others understand the amount of work that goes into keeping your document stack up to date.

The time taken from document version creation to approval. Ensure that documents are moving through the review and approval lifecycle swiftly by identifying delays and addressing bottlenecks. Changes in cycle time could indicate that a process may need to be evaluated (if cycle time increases) or that adjustments put in place to decrease the approval burden have been effective (if cycle time decreases).

Documents are bucketed by their approval date. Meaning if a document was created on January 29, but was approved on February 3, the metric for Feb would increment by one. That is also why you may see that some months have a cycle time longer than a month (31 days).

Compare your processing speed for each document type.

Knowing cycle times per user drives accountability and helps you determine how you can best allocate workload based on individual processing capacity.

Track document creation activity to quickly uncover emerging patterns. Use the top filters to see specific document types.

Compare activity across specific document types. Some may show increased versioning activity, signaling potential quality concerns.

Track pending work on documents to improve collaboration and ensure documents are processed in a timely manner.