eInfotree EDMS

eInfotree Document Management System (EDMS)

The eInfotree™ Document Management System delivers a unified approach to Enterprise Information Management by linking data and business processes in a highly intuitive manner. This connectivity facilitates an easy and highly productive workspace whereby the improved information flow accelerates a positive change in organizational synergy, operational efficiency and profitability. We provide solutions from the plant floor to the top floor with a fully integrated enterprise document and data management solution; creating an agile business environment.

eInfotree enables your organization to capture, process and manage information more efficiently. This reduces costs, improves service levels and decreases project and customer response time, while providing an excellent return on investment. The browser based application is complemented by a number of modules that add value in key application areas.

Document Management

  • Store and manage files in virtually any format such as Microsoft Word documents, drawings in AutoCAD or Visio format, manuals in Adobe PDF format, and MS Project schedules. Seamlessly link to files on the corporate network or store them securely in the eInfotree database repository.

Forms and Data Management

  • Automatically convert PDF Forms into electronic forms to enter, approve and manage data. Define validation rules for data entry, meta-data attributes and retrieve values from other applications.

Web Links

  • Link to Internet/Intranet web pages such as supplier sites, specification data sheets, or industry references.

Folder Synch

  • Keep folders in eInfotree and Explorer in automatic synch. As soon as a file is added in Explorer, it is automatically added to eInfotree.

Mobile Devices

  • Access the application from mobile phones and tablets.

Lab Instruments/Plant Floor Systems

  • Store data from lab instruments and real-time devices.

Secure Document Storage

  • Documents are stored in a central repository in a hierarchal manner, creating a knowledge base for the organization. Only authorized users can read or modify a document.

Version Control

  • All users have access to the latest version of a document with “one version of the truth”.  A complete history of all versions with version details is maintained.

Accelerate Review and Approvals

  • Perform electronic routing of documents for faster approvals. Track status and notify task owners to ensure timely reviews. Review tools such as file compare, annotations,search and audit trail reduce time and effort required for review.

Workflow Designer

  • Create your own workflows in minutes using a drag and drop workflow designer. Apply different workflow templates based on document type or department.

PDF Publishing

  • Publish documents to PDF with a watermark and signoff history upon approval.

Search

  •  Find documents easily based on file name, attributes, meta-data or document contents.
  •  Full Text Search: Perform a full text search of all objects in the database using keywords and phrases.

Standardization – The Basis For Quality

  • Standardization tools allow creation of templates for a project, process, or system to improve quality, reduce the learning curve and promote standardization across the enterprise.

Collaboration

  •  Unleash the collective knowledge in the enterprise and make it available to all using collaboration tools.
  •  Discussion Groups: Discuss issues using threaded discussion groups, organized by topic.
  •  Notes: Attach relevant information to any object using free text notes.
  •  Notifications: Notify each stakeholder of events relevant to them.

Change Management

  • Associations: Link associated documents and data (e.g. specifications and validation documents) to instantly view the impact of changes on other related documents.
  • Change Logs: Create configurable change logs to store any relevant data for documents.

21 CFR Part 11 Compliance

  •  Audit Trail: Track all file and user activity.
  •  Security: Control access to documents and the application based on roles and privileges. Implement Password Aging and Password Lockout policies.
  •  Electronic Signatures: Replace paper signatures with electronic signatures

Installation

  • CIMINFO Software, Inc. (CSI) offers installation services to install the software. Installation services can ensure proper system installation and operation in your computing environment during initial system start-up and implementation.

Data Migration

  • CSI offers data migration services to migrate data from your legacy systems and applications to eInfotree.
  • Recognizing that data migration is a critical component in the validation of any computer system, CSI offers services for preparation and execution of Data Migration Protocols to accompany the data migration effort.

Product Configuration

  • CSI offers Product Configuration services to configure eInfotree to your specific requirements and applications.
  • CSI’s product experts can help you optimize your implementation of eInfotree and derive a maximum return on investment based on a keen understanding of business processes, industry best practices and product knowledge.

System Integration

  • System integration services include an analysis of existing business systems and applications, an understanding of customer’s business needs, and designing and executing a system integration plan to integrate eInfotree with existing applications to optimize the eInfotree implementation and maximize return on investment.
  • These services also include technical analysis to identify validation issues and preparing validation plans, procedures and protocols to validate the integration effort.

Validation

  • CSI offers a validation package that includes Functional Specifications and Installation, Operational, and Performance Qualification (IQ/OQ/PQ) protocols. CSI products are rigorously tested and validated internally following an ISO 9001 certified and FDA-recommended practices and procedures based on using a Software Development Life Cycle (SDLC) approach.

Training

  • CSI offers training services geared towards eInfotree users, administrators, and “train-the-trainer” services.
  • Training can be scheduled onsite or offsite.

Product Maintenance and Support

  • CSI product support and technical services are just a phone call away. CSI standard support services include technical support via phone, email or online support tools, as well as product upgrades and new versions. Premium 24 x 7 support services are also available.

Electronic Records and Audit Trail

User Audit Trail:

  • Stores all user actions such as add, view, edit,delete, check in, check out, edit discussions, and edit notes in an audit trail with timestamp, user name, user ID, action performed, old value, new value and reason fields as applicable.

Database Records Audit Trail:

  • Stores all record versions and highlights changes between any two record versions since creation.

Administrator Audit Trail:

  • Stores all administrator actions such as e-signature configurations, reason field assignments, user management, and user privileges.

Audit Trail Display:

  • View the audit trail at any hierarchical level with a single click. Group the audit trail by action, user, date or any other field. Query the audit trail using arithmetical or logical operators.

Configurable Reason Fields:

  • Set to optional or required based on object/action combination.

Electronic Signatures

E-signature Templates:

  • Create e-signature templates defining the operations that require e-signatures.

Configurable E-Signature Assignment:

  • Different templates can be applied to different object types for unlimited flexibility and control.E-Signatures can be inserted into Electronic Forms.

E-Signature Roles:

  • Define meanings (roles) for e-signatures and restrict user authority for e-signatures to specific roles.

Security

Protection of Data:

  • Data is stored securely in the system database. Documents are stored in the secure File Vault with Version Control, Configurable Version Numbering and Check In/Check Out features. Vault can only be accessed with a valid User and Password combination. Windows authentication can be enabled to use existing Windows credentials.

Security Templates:

  • Create security templates defining access levels for all operations. Control user privileges such as Add, Edit and Delete.

Configurable Security Templates Assignment:

  • Different security templates can be applied to different object types for each user group for unprecedented flexibility and control.

Password Management

Password Aging:

  • Force a new password after a configurable amount of time.

Password Lockouts:

  • Lockout the account after a configurable number of retries.

Session Timeouts:

  • Lockout the application after a configurable session time-out period.

Password Masking:

  • Force passwords to match a password mask.