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Action Items for Faculty Using Document Control

Action Items for Faculty Using Document Control . Training for View Only was at the 1-23 faculty meeting If you missed it please attend the Editors/Approver session Editors/Advisor session is on 1/29 at 3:00 in M4243 If you can’t attend the 1/29 session contact Dave

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Action Items for Faculty Using Document Control

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  1. Action Items for Faculty Using Document Control • Training for View Only was at the 1-23 faculty meeting • If you missed it please attend the Editors/Approver session • Editors/Advisor session is on 1/29 at 3:00 in M4243 • If you can’t attend the 1/29 session contact Dave • Soon, 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 Completethe appropriate competency exercise for the training received

  2. View Only Checklist & Competency Form

  3. 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.

  4. 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

  5. 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

  6. Caution, when you save to favorite • This is a test site • When you save in favorites save it as MC-TEST • No changes you make will stay when you go to LIVE on the 18th of Feb • After 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

  7. Below is the screen when you click on link Favorites is here Use UM uniquename Use UM level 2 password This is just the TEST site Not the Production site

  8. For MasterControl, your current electronic signature is your uniquname in caps with a “2” Your Current Electronic Signature is: your uniquname in caps with a “2” after it: e.g. DKEREN2 DKEREN2 Your level 1 password Your level 1 password Your NEW Electronic Signature is: your current level 1 password (Kerberos)

  9. Answer at least 3 Security questions

  10. Your Home Page has your Name

  11. Hover Over MasterControl Icon to see “My MasterControl” options

  12. Searching by “My Organizers” to see files

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

  14. You will need to X out of this pdf file

  15. Simple Search by name (Autopsy Retention) in Search Field

  16. 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.

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

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

  19. Basic Search for “Cryoglobulins” Clicking on the word “Search” gives you this box. Search Can search in many ways, For this example, I’ve entered “Cryoglobulins”

  20. Click on pdf Eyeglasses to see File

  21. How to Find Links on Infocards (“Library Card”) Simple Search for “Faxing” Search Faxing Entering that search yields 3 documents. Select the Infocard for the document you need

  22. This is the InfoCard for “Faxing” Click on “Attachments & Links”

  23. 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

  24. Here is that document

  25. Links & Attachments on InfoCards Or Click on the link and watch the U-Tube video on Faxing

  26. Web Link

  27. When you are ready to sign out,Please use the “logout” NOT the X X Use this to log out

  28. When you Click on LOGOUT you get:

  29. Resources • Email if you lock yourself out or have a problem is: • Path-MCHELP@med.umich.edu • MC-PROC-0007 MasterControl User Setup and Settings • MC-PROC-0008 MasterControl Document Search (Organizers, Virtual Folders, Saved Searches) • MC-PROC-0009 • MC-PROC-0010 • MC-PROC-0011 • MasterControl Document Module Training Checklist-MC-F-0002 • 10.0.5 Quick Start Card for Editors/Approvers-MC-J-0001 • 10.0.5 Quick Start Card for View Only Users-MC-J-0002

  30. 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

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