Action Items for Faculty Using Document Control
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Transcript of Action Items for Faculty Using Document Control
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: [email protected]
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: [email protected]
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