Industries:
  • Horizontal
Products:
  • Alfresco

Alfresco Content Accelerator for Policy and Procedure Management
Solution Overview

Alfresco Content Accelerator (ACA) provides a no-code, streamlined interface for fast implementations. It focuses on quickly building out business-specific use cases with reduced reliance on scarce IT and technical support resources, enabling efficient document processing based on Alfresco Content Services (ACS). ACA enables organizations to view, search and manage their content from a friendly, simple and modern front-end interface.

ACA can be configured for many different business applications. While this lab will utilize the Alfresco Content Accelerator for Policy and Procedure Management default configuration, keep in mind that ACA has also been utilized by customers for a number of different solutions including Accounts Payable Invoice Management, Digital Archives, Engineering Project Management, Land Document Management, Manufacturing Document Management, Claims Management, as well as simple search and view.

The Policy and Procedure Management accelerator helps regulated companies such as life sciences, energy, and manufacturers as well as HR departments maintain quality processes of essential documents that require strict control over content lifecycle, reviews, and approvals. The intuitive interface facilitates consistency, collaboration, electronic review and approval for knowledge workers and provides electronic signatures including 21 CFR Part 11 compliance for life science companies. Document annotations are supported through using the built in Alfresco Enterprise Viewer to efficiently facilitate document review and approval.


Business Challenges
  • Significant cost for customers using email and manual processes to gather signatures
  • Lack of compliance adhering to the quality regulations from the FDA, ISO, and NRC
  • Inconsistent user decisions and errors found with an ad-hoc or static workflow template approach
  • Complex change control for changes that impact multiple documents
  • Inefficiency locating and working with documents and report generation
  • Inflexible security for ensuring users have access to the appropriate approved and released content
Key Features
  • Ability to dynamically route based on an intelligent form and business rules one or multiple documents at once for review and gather electronic signatures that are 21 CFR Part 11 compliant for approval
  • Minor versions are applied to draft unapproved content. Major versions are applied and controlled automatically by the system to approved content.
  • Security based on document status/lifecycle state and user’s group. Security can be applied and differ across a single document’s versions
  • Streamlined interface allows users to easily find and retrieve documents using metadata and full text searching
  • Ability to manage when approved documents are effective and available for use
  • Tightly integrates with Alfresco Enterprise Viewer to allow users to efficiently annotate documents during the review approval process
  • Ability to dynamically apply metadata and other information to viewed and printed documents
  • Automatically schedules periodic reviews on effective documents to ensure documents do not become stale
  • Power users can obsolete documents, which updates the document security so that consumer users can no longer access them
  • Post approval, users can receive a “To Be Read” workflow task that allows the user to attest that he/she has read and understood the document changes

Interface


Viewing an Effective document with a linked Change Request form and a linked reference document




Viewing the change request form that was used to approve the TSG-140 document in the previous screenshot. An electronic signature page is appended to the form (and optionally the document) during the approval process






A wizard-style form is utilized to capture change request information. The form as well as workflow approval routing rules are configurable through a no-code administration interface