Two machined metal parts resting on printed engineering drawings.

Foundation

Documents

Keep the current approved procedure available at the point of use.

Shared drives make it easy to open an outdated SOP or carry acknowledgements forward after the procedure changes. Phasis presents the effective version at the point of use, requires acknowledgement again after revision and prevents authors from approving their own documents.

Each document is numbered, classified and versioned through draft, review, approval and effective status. Distribution lists define who must read and acknowledge it, while downloads are watermarked and logged.

Qualification protocols, calibration certificates and other module evidence use the same controlled store, fingerprinting and backup process as procedures and drawings.

Two machined metal parts resting on printed engineering drawings.

Who uses it

  1. Author

    Creates a document, uploads a version, and submits it for review.

  2. Reviewer and approver

    Reviews and approves document versions, with self-approval prevented.

  3. Document controller

    Owns the types, the default routes and the distribution lists, and retires documents.

  4. Reader on the floor

    Opens the effective version at the point of use and acknowledges it.

Today vs Phasis

  • TodayCurrent and superseded procedures remain together on a shared drive.
    With PhasisReaders are offered the effective version at the point of use.
  • TodayRead-and-understood records are maintained on signed paper lists.
    With PhasisEach version records acknowledgement with a name and time.
  • TodayA procedure revision can retain acknowledgements from the previous version.
    With PhasisEvery new version requires a new acknowledgement.
  • TodayProcedures and supporting evidence use different storage processes.
    With PhasisOne controlled store provides consistent fingerprinting and backup.

What you get

  • The effective procedure available at the point of use.
  • New acknowledgement required after every revision.
  • Independent approval that prevents authors from approving their own work.
  • Procedures, protocols and certificates managed in one controlled store.

Also in the Foundation

Master Data

One shared structure for plants, products, equipment and codes.

Open Master Data

Numbering

Controlled numbering patterns for every record type.

Open Numbering

Access & Audit

Company login, module permissions and complete audit history.

Open Access & Audit

E-signature

Electronic approvals tied to identity, intent and record state.

Open E-signature

Notifications

Targeted in-app, email, SMS and WhatsApp notifications.

Open Notifications

Integrations & API

A REST API over HTTPS. Dashboards built in. Power BI and other tools can read.

Open Integrations & API

Deployment

Dedicated European cloud or on-site deployment.

Open Deployment

Security & trust

Where the data sits, and the integrity rules every module obeys.

Open Security & trust

See how Phasis fits your operation.

Tell us which process you want to improve. We will show the relevant workflow using the lines, shifts and decisions your team handles every day.

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