Source materials — user guide
Keep the source, date and scope of each requirement.
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Keep a requirement connected to its current source document.
Before you start
- Select the correct organization in the application and check access to this area. If it is unavailable, contact your organization administrator.
- Prepare information and documents for the specific case. Identify their scope and date and use approved source versions.
- Agree who carries out the work and who reviews the result. For people-related work, confirm access and the CrewShift workflow scope.
Follow these steps
- Open “Source materials” in the application navigation. Select the record or period relevant to your work.
- Record the material, version and review date.
- Identify the passage supporting the requirement and assess whether source changes require an update.
- After making changes, save them using the available action. Reopen the record and check its scope, links and state. For a read-only view, check the underlying record.
Check the result
A reviewable basis for each requirement, including version and scope.
- Compare the record with the source document or finding. Do not assess completion from the status label alone.
- Check the responsible person, dates and material needed for the next step. Assign missing information before submitting the record for review.
If you cannot complete a step
- Missing area or save action: check your organization, permissions and plan scope with the administrator.
- Missing material or link: check the source document and selected version. Complete the information before treating the work as done.
- Result differs from the source: retain a description of the discrepancy and request review by the responsible person before approval.
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