Action Items for Faculty Using Document Control

Training for View Only was at the 1-23 faculty meetingIf you missed it please attend the Editors/Approver

sessionEditors/Advisor session is on 1/29 at 3:00 in M4243If you can’t attend the 1/29 session contact DaveSoon, you will receive by E-mail (see next slide) a

training Checklist and Competency: A. Please Complete either the View Only or

EditorsApprover training checklist Enter N/A for items that don’t apply to you Also please Complete the appropriate competency

exercise for the training received

View Only Checklist & Competency Form

Objectives of the Editor/Approver Competency

After training is complete the editor or approver shall be able to:

1. Search for documents.2. Create and edit documents.3. Approve documents.

*Depending on your role within your respective laboratory you may perform 1, 2, or all 3 of these objectives. Your training checklist should reflect which is most appropriate for your role.

Go-LIVE February 18th

This is when the Production version will be released

This may or may not be your laboratory’s go-live date based on whether validation and training and competency are completed

You will need to re-sign in when Production goes live

Use the same sequence you did for the test module

The sign in is reviewed in the next few slides

Master Control Test System

• View the rest of this PowerPoint in Slide mode

• When you get to the last slide, click on the link - it will take you directly to our MasterControl Test site

• When you get to that site, save it as a “favorite” on your browser

Caution, when you save to favorite

This is a test site When you save in favorites save it as MC-TESTNo changes you make will stay when you go to

LIVE on the 18th of FebAfter Feb 18th, you’ll need to redo the

“electronic signature” exactly as you did in the test system

Email if you lock yourself out or have a problems is: Path-MCHELP@med.umich.edu

Below is the screen when you click on link

Use UM uniquenameUse UM level 2 password

Favorites is here

This is just the TEST siteNot the Production site

For MasterControl, your current electronic signature is your uniquname in caps with a “2”

DKEREN2

Your Current Electronic Signature is:your uniquname in caps with a “2” after it: e.g. DKEREN2

Your NEW Electronic Signature is:your current level 1 password (Kerberos)

Your level 1 password

Your level 1 password

Answer at least 3 Security questions

Your Home Page has your Name

Hover Over MasterControl Icon to see “My MasterControl” options

Searching by “My Organizers” to see files

Click on file of interest, Autopsy ProceduresThen select one, e.g. “Retention of Autopsy. . .”

You will need to X out of this pdf file

Simple Search by name (Autopsy Retention) in Search Field

This brings you to the Document File Click on it

There are 13 documents that contain the words used in your search.Click on the document folder to see them.

All Documents with “Autopsy Retention”Click on eyeglasses with red pdf symbol

This brings you to the same procedureYou need to X out of this pdf file

Basic Search for “Cryoglobulins”

Can search in many ways, For this example, I’ve entered“Cryoglobulins”

Clicking on the word “Search”gives you this box.

Search

Click on pdf Eyeglasses to see File

How to Find Links on Infocards (“Library Card”)

Simple Search for “Faxing”

FaxingSearch

Entering that search yields 3 documents. Select the Infocard for the document you need

This is the InfoCard for “Faxing”

Click on “Attachments & Links”

Links & Attachments on InfoCards (“Library Cards”)

Entering that yields 3 documents and a link to a U-tube video on Faxing. Click on the pdf eyeglasses of the document you need

Here is that document

Links & Attachments on InfoCards

Or Click on the link and watch the U-Tube video on Faxing

Web Link

When you are ready to sign out,Please use the “logout” NOT the X

Use this to log

out

X

When you Click on LOGOUT you get:

Resources

Email if you lock yourself out or have a problem is: Path-MCHELP@med.umich.edu

MC-PROC-0007 MasterControl User Setup and SettingsMC-PROC-0008 MasterControl Document Search

(Organizers, Virtual Folders, Saved Searches)MC-PROC-0009MC-PROC-0010MC-PROC-0011MasterControl Document Module Training Checklist-MC-

F-000210.0.5 Quick Start Card for Editors/Approvers-MC-J-000110.0.5 Quick Start Card for View Only Users-MC-J-0002

Try it!

https://mastercontrol.path.med.umich.edu/mctest/login/

Log-in will only work if you are on a UMHS computer or are VPN’d into the network

Initial log-in is your uniquename and Level 2 password