InfoCards are the core of MasterControl. The InfoCard controls access to documents as well as the functions available to each user. It is file format independent, allowing you to store files created in any application. It also contains the functionality for revision control (checkout/check-in), approval, searching, and viewing. When viewing a document, MasterControl forces all users to view the PDF version of the document (if PDF Publishing is installed), unless the user is given specific rights to select the viewing application.
InfoCards are similar to a library card catalog. A card in a catalog contains information about a book while the book itself is stored on a shelf in the library. In much the same way, MasterControl Portal's vaults store document information on an InfoCard while keeping the associated files safe in the vault.
The MasterControl Portal Virtual Vault system provides a secure environment for documents. It meets all the document control requirements for ISO 9000, QS-9000, FDA, and OSHA. It provides the ability to quickly find documents based on multiple criteria. It enforces the discipline necessary to meet strict document control standards. The Web architecture also provides a high degree of database and document integrity.
File information is contained in a set of InfoCard tabs. If data is contained in the tabs, the tab text appears black. If no data is contained in the tabs, the text is gray. If any fields are required on a tab, an asterisk will appear in the tab text. Additionally, if an InfoCard has not yet been approved, the text of the Information tab is red. If it has been approved, the text is green. InfoCards can contain information for both electronic files as well as external (paper only) documents.
When you select an InfoCard list from the main navigation menu (Documents, Forms, Job Codes, etc.), the selected InfoCard List page will appear. This list displays all InfoCards of the type you selected to which you have rights. For example, if you do have rights to all but the Archive vault, all InfoCards not belonging to the Archive vault will appear in the list.
The following sections first explain the fields for each tab you see in the main InfoCard page. They then go on to explain how to perform these and other InfoCard functions.
Required Rights
InfoCard
Manage Documents
For more information on these rights and for a complete list of Document rights, see MasterControl Documents Rights.