AssaiDCMS Out-of-the-box reports that put you in control
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Introduction

Be in full control of your projects and operations

Proactively control document flows and timely interactions among all stakeholders – with Assai

Home Solutions Core Functionality Document Control

What is Document Control?

Document control refers to the procedures that are enforced during the creation, review, approval, release, distribution, access, storage, security, correction and disposal of documents Document control therefore covers the standards during the entire document lifecycle

Assai has Document Control as a core feature of its product See the video to discover how it is used in practice

Distribution dashboard for document control

*With Assai document control you are in full control of your documentation. Plan, preload, check-out, check-in, distribute and collaborate with internal and external staff. Make use of the many out-of-the-box reports that put you in control. Have full control of all document revisions and have the latest one available automatically. Be informed on the status of your documents. Make use of the fully.

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Get immediate insight into the status of documents and transmittals and manage all Document Control actions from the Distribution Dashboard From here it is possible to drill down to a deeper level of detail via one of the graphs or the list view

Reduce the time you spend chasing project stakeholders for documents Configure the system to send automatic e-mail reminders when documents are late or due to be late You can also send manual reminders via the distribution dashboard

Document Control via Transmittal-based workflow

Automatically generate internal transmittals using distribution matrices and lists Due dates are automatically calculated (based on the document status code)

Staging area for document controllers

In the “staging area” of Assai Admin, you can review and accept documents uploaded by external parties via the secure “Assai Portal” Once accepted, the documents will become visible to all users

Intelligent numbering structures that are customizable

Set up intelligent document numbering structures where every composition element has a meaning Assai automatically generates the next number in the sequence

Transmittal statuses for document control

Document Controllers can quickly see which documents on a transmittal require their attention thanks to Transmittal Statuses This is unique functionality from Assai

Share & transfer documents

Easily share and transfer documents to other projects When shared, the ownership of the document remains in the source project and is available as a “read-only” document in the receiving project When transferred, the ownership of the document is transferred to the other project

Document Control features of Assai

Fully control the status of project deliverables from pre-loading a Master Document Register, through review and approval, as-building, and handover to operations

Don’t waste time looking for or working from the wrong revision Assai always displays the latest revision by default, giving you peace of mind

Distribute document revisions quickly and efficiently Import distribution matrices or lists to enable automated document distribution Always have clarity on what actions need to be taken, by whom and when

Always know which documents need your attention thanks to Assai’s personal inboxes, supported by action counters, notifications, and late action reminders Delegate actions to others when needed

Integrated redlining and commenting

Optimise your review process with integrated and collaborative redline tools Annotate documents, review others’ comments and stamp or sign documents to give your approval

Collaborate with external parties

Easily collaborate with external parties who need to receive, submit or review documents, correspondence or queries, with Assai Portal

Review and accept documents submitted by external parties Once accepted, revisions are visible to all users

Document Control Dashboards & Reporting

Get immediate insight into progress of deliverables with live dashboards and reports Build your own reports with the Power BI integration

Make sure your team members don’t waste time looking for documents, with easy and comprehensive search functionality In Assai’s Document Management System, documents are both secure and accessible

More on Document Management Easily track and manage all documentation related to your asset – from project initiation to decommissioning – with Assai

More on Asset Information Management Get an overview of Assai’s advanced functionality, which can be used to tailor our solution to your needs

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