Overview
Documents are typed, so a safety data sheet, contract, invoice or analytical report carries the attributes relevant to it. Documents link to products, composition items, companies and studies, keep a version history and can carry expiry and retention dates with reminders.
Studies and budgets are managed alongside them, with timelines, laboratory details, payment schedules and cost overviews. Companies and contacts form the shared directory used by every other area.
Features in Documents & Projects
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Document Management Members
Stores regulatory documents such as safety data sheets, chemical safety reports, IUCLID files, contracts and minutes.
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Email Filing Members
Files email automatically: when a message contains a record's code, the email and its attachments are saved against that study, product, composition item, company or Q&A record.
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AI Data Extraction Members
Coming soon: AI data extraction is part of Active Steward™ Assist, which is in development and not yet generally available.
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Budgets Members
Tracks the finances of projects other than studies, such as consortium administration.
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Studies Members
Records toxicology, environmental and analytical studies: the laboratory, timeline, test substance, costs and how they are shared.
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Companies & Contacts Members
Records registrants, Only Representatives, importers, laboratories, authorities, customers and consortium members, with their sites and contacts, and links them to products and substances through business roles.
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Reporting Members
Report wizards produce classification, composition, presence, inventory, tonnage and statement reports, mostly as Excel files.
Key capabilities
- Typed documents with versions, folders, tags, expiry and retention
- Automatic email filing by record code
- Budgets for projects other than studies
- Study records with timelines, Gantt charts, payment schedules and costs
- Companies, sites, contacts and business roles
- Report wizards, a calendar of dates and Excel export from lists