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iDoc – DMS Connector

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Automatically and Accurately Linking Documents With a Single Click

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Overview

What We Offer Your Team

iDoc automatically maintain course-related information at par between ISOtrain and your industry-standard DMS software with ISOtrain’s interface to Document Management Systems.

Course Content
Synchronization
Data
Accuracy
Audit
Readiness
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Course Content Synchronization

Make your DMS and ISOtrain content perform as one. Use iDoc’s wizards to easily set up customizable parameters, records and processing definitions, then let its procedures control the DMS automatic upload at pre-defined times, populating, evaluating and updating your course catalog content data, creating module course assignments and training history records into ISOtrain with no user involvement. iDoc stands guard for you while you focus in meeting the industry’s compliance requirements.

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Data Accuracy

Eliminate data entry errors caused by human intervention by automatically obtaining Course Catalog and Employee information from your DMS. Seamlessly improve data accuracy, and remain informed through logs, e-mails and reports so you always know your content data situation at any point in time. iDoc performs all maintenance with accuracy and speed, and increases your content-management personnel’s productivity by granting them the time they need to do their work.

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Audit Readiness

iDoc operates under ISOtrain’s umbrella, thus is also 21 CFR Part 11 and GMP 211.25 / 820.25 compliant. With iDoc’s automated, integrated and transaction-audited DMS content uploads, your company remains in compliance and is audit-ready at any time!

Features

Automatic, Accurate and Fast

iDoc bridges the maintenance gap without human intervention and keeps you in compliance with regulatory requirements.

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Wizard Approach

Follow iDoc’s step by step configuration to easily establish how ISOtrain will interact with your DMS. You can easily map ISOtrain’s record definitions to one or multiple DMS structures, map file locations, customize transaction tracking, versioning and output files preferences, and establish…

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Customize your Data Definition

Define file and record mapping for each DMS system you want to synchronize with ISOtrain. Specify default fields’ equivalencies, record selection criteria and processing flags and formulas for evaluation, restriction and error management, and output files’ directory placement, prefixes and file sizes.

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Scheduled Processing

Perform an initial load and then automatically upload DMS information into ISOtrain at pre-defined times. Let scripts containing stored procedures and execution packages access, validate, track errors, notify you of changes, and upload your DMS information directly into ISOtrain’s database without user involvement.

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Customize your Processing

Pre-establish your recurring upload schedule, configuring your jobs by start date, day of week, time of day and frequency. Specify URLs, management logs for error, deactivations and uploads, version tracking and electronic signature auditing.

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Automated Data Validation

Eliminate data entry errors through automated upload and data validations, with full control of which DMS courses are brought into ISOtrain. Perform all content data maintenance functions with accuracy and speed, and manage and resolve errors and failures through logs, e-mails and reports. iDoc…

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Customize your Notifications

Indicate which notifications you wish to receive, and where and how to receive them. Configure your e-mail’s domain and SMTP, and customize message content for upload, errors and requirement changes. Automatically receive all information pertaining to your scheduled updates for further evaluation…

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Complete DMS Integration

Easily access iDoc with same-credentials login to ISOtrain. Seamlessly interact with one or multiple commonly used DMS systems and training-related applications, allowing you to maximize and fully integrate your available resources while meeting the industry’s compliance requirements.

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FDA Compliant

Under ISOtrain’s umbrella, be in compliance with procedural and industrial regulations -FDA, cGMP, CFR 21 part 11 and other regulatory requirements- through robust security management, Login, Electronic Signatures and Audit Trails. All upload and validation activity is automatically tracked,…

iDoc Keeps Your Content Data Synchronized

Configure and perform automatic data synchronization between ISOtrain and as many DMS systems as needed.

Wizard-driven configuration guides the process of establishing data correspondence, processing parameters and notification preferences.

Once defined, iDoc automatically runs the scheduled jobs on the day, time and frequency you specified.

Always know the status of your content data synchronization –errors, updates, requirement changes– with automatic log generation, e-mail notifications and transaction auditing. Be audit-ready!

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