View Document History

Document history is stored and accessible once a document has been opened from the registry. This feature provides a complete audit trail of document activity, including status changes, edits, removals, and uploads. A timeline view is displayed, detailing the date, time, and user associated with each action performed on the document.

To view document history:

1. Locate the required document within the registry, using the search and filter functions if necessary.
2. Select the document name to open the document page.
3. Navigate to the ‘History’ tab within the right-hand panel adjacent to the document.
4. The document activity timeline will then be displayed.

Document Versions

It is expected that multiple versions of a document may exist throughout the duration of a study. The document management solution within AnovaOS™ retains all superseded document versions, allowing them to be viewed and downloaded when required.

Within the document registry, only the current version of a document is displayed by default. Previous versions remain accessible through the document version history.

To view document versions:

1. Locate the required document within the registry, using the search and filter functions if necessary.
2. Select the document name to open the document page.
3. Navigate to the ‘Versions’ tab within the right-hand panel adjacent to the document.
4. A list of all superseded document versions will be displayed, including the associated upload date and time.
5. Select the three dots adjacent to the relevant version to access available actions, including:

• Restore document version
• Preview superseded version
• Download document version

View Document Metadata

Document metadata can be viewed in a concise summary format within the document management solution. Available information includes the document title, document number, document creator, creation date and time, version number, document status, and folder location.

In addition, document status dates may be viewed to provide visibility of the document’s progression through the review and approval workflow. To view document metadata:

1. Locate the required document within the registry, using the search and filter functions if necessary.
2. Select the document name to open the document page.
3. Navigate to the ‘Edit Info’ tab within the right-hand panel adjacent to the document.

Edit Document Information

Document information may require updating throughout the document lifecycle. This may include changes to the associated study, applicable countries, document classification, or other metadata.

Please note that once a document becomes locked, document information can no longer be edited. To edit document information:

1. Locate the required document within the registry, using the search and filter functions if necessary.
2. Select the document name to open the document page.
3. Navigate to the ‘Edit Info’ tab within the right-hand panel adjacent to the document.
4. From this tab, the following information may be updated:

• Document title
• Associated study
• Applicable country or countries
• Document type and subtype
• Document description

5. Select ‘Save’ to apply the changes.

Remove Documents

Where a document is no longer required, for example due to outdated or incorrect information, it may be removed from the document management system. To remove a document:

1. Locate the required document using the search and filter functions or by navigating through the folder structure.
2. Select the three dots adjacent to the document title.
3. Choose ‘Remove’ from the available options.
4. A confirmation message will appear prompting confirmation to either remove or retain the document. Selecting ‘Remove’ will delete the document from the folder.
5. Removed documents remain accessible within the ‘Removed Documents’ section located at the bottom of the folder navigation panel.

Restore Documents

Documents that have been removed or updated during the course of a study may need to be revisited and restored. Within AnovaOS™, document versions can be restored from the version history, and fully removed documents can also be recovered from the ‘Removed Documents’ section.

To restore a document version:

1. Select the required document title to open the document page.
2. Navigate to the ‘Versions’ tab within the right-hand panel.
3. Select the three dots adjacent to the required version and choose ‘Restore’.
4. When prompted, select ‘Restore’ again to confirm restoration of the previous document version.

To restore a removed document:

1. Within the left-hand folder navigation panel, select ‘Removed Documents’ located at the bottom of the folder list.
2. Locate the document to be restored.
3. Select the three dots adjacent to the document and choose ‘Restore’ to return the document to the document registry.

Favorite a Document

Frequently accessed or important documents can be added to the ‘Favorite Documents’ section within AnovaOS™ to support quicker navigation and improved accessibility. This removes the need to repeatedly search through the folder structure to locate key documents. To add a document to favorites:

1. Locate the required document within the document registry.
2. Select the three dots adjacent to the document title.
3. Choose ‘Add to Favorites’. The document will then appear within the ‘Favorite Documents’ section in the left-hand navigation panel.