Controlled Document 
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Overview¶
The Controlled Document Register (CDR) allows your PHN to manage metadata for documents stored anywhere. Having all important documents in one place makes it easier for staff to find a specific policy or procedure. Other records in CRM can also then be connected to specific documents.
Fields¶
| Field Name | Field Description |
|---|---|
| Lead Author | The staff member who is the lead author of the document |
| Classification | Defines the type of the document |
| Status | Status of the document (progress) |
| Link | Link to the published (read-only) document |
| Working File | Link to the working file. This can be to anywhere |
| Approval Body | The body responsible for approving changes to the document |
| Review Cycle | The frequency that the document should be reviewed |