New version of DocMaster: 4.2.14

DocMaster is a Single Database Document Management System. Its is used to manage large collections of loosely related documents, for example Policies & Procedures, Application Help, User Manuals, System Documentation etc. Of course the DocMaster User Manual and Application Help are written in DocMaster. Originally developed in 1994, it has been constantly enhanced over the years in response to user suggestions. Here is a link to the original DocMaster posting with more details.



The attachment below contains the DocMaster help database (.nsf), and the production template (.ntf).

DocMaster Change History

Below is a summary of the recent changes to DocMaster. This information is also in the help file. DocMaster has now been used for Sarbanes Oxley monitoring for almost a year, and been through the year end test and audit process. The real benefit of using DocMaster for Sox was that the effort required to maintain the Sox monitoring was about half that of the "spread sheet & word doc" method. And because all the information was at the Sox tester's fingertips, the testing took only 60% as long as last year. A great bonus was scoring 100% from our Sox auditors, E&Y.

10 December 2008: 4.2.14

1096 Refreshed Rev History template. This fixed a bug where a new document created via the back end incorrectly triggered a Rev History prompt on first save. (Design Requirements:  Refactoring)

1003 Added Excel Export to the "Test Results" view. (User Requirements:  New Feature)

11 November 2008: Release 4.2.13

 1024 Fixed Help Error: When clicking on a "Help" button (from "Sox Test" form) you always got the same help page. (Bug:  Code Error)

1004 Added button to copy "Test Results from previous results. (User Requirements:  Feature Improvement)

1002 Renamed "Remediation" to "Comments" (User Requirements:  Feature Improvement)

1005 Sox test form: Copied "Key Control" field from the control form. (User Requirements:  Feature Improvement)

9 November 2008: 4.2.12

1001 Renamed "Test Comments" to "Test Findings" (User Requirements:  Feature Improvement)

9 November 2008: Release 4.2.11

1022 Fixed: Issues views missing action buttons (Bug:  Missing feature)

22 September 2008: Release 4.2.10

999 Added "Test Evidence" rich text field to Sox test form (User Requirements:  New Feature)

11 September 2008: Release 4.2.9

997 Fixed error: "Public" does not belong in this module (Bug:  Code Error)

10 September 2008: Release 4.2.8

993 Fixed: "Sox test" view incorrectly shows up on printed pages (Bug:  UI error)

992 Fixed: Buttons show in (Sox) Test Results view that should not be there. (Bug:  UI error)

994 Hid effective date if field empty (Bug:  UI error)

991 Fixed: List of Sox Control Objective not sorted alphabetically. (Bug:  UI error)

29 August 2008: Release 4.2.7

972 Added "Sox Test" form (User Requirements:  New Feature)

981 Added Effective Date field to Sox Control form (User Requirements:  New Feature)

983 Renamed the "Control Details" field to "Control Narrative" on the Sox control form. Add "Control Activity" field. (User Requirements:  Feature Improvement)<

990 Fixed: Sox control effective date: should appear on doc in read mode. (User Requirements:  Feature Improvement)

8 August 2008: Release 4.2.6

971 Added "Sox Testing" field (User Requirements:  Feature Improvement)

11 June 2008: Release 4.2.5

917 Removed unused field, code from (dlg Import files)  (Design Requirements:  Refactoring)

922 Added Sox Objectives lookup. Control matix now categorized by objectives. (User Requirements:  Feature Improvement)

75 Fixed: can now import files from the OS. (Bug:  Feature not working correctly)

915 Moved the "Comments" fields from the "Doc Management" tab to the "People" tab. (User Requirements:  UI Improvement)

916 Fixed: Sox Monitoring by date - extend last col to window width (User Requirements:  UI Improvement)

920 Removed import option from view menus. This menu function should only appear on folder menus - not view menus. (Design Requirements: Conform to CSS standards)

919 Fixed: When creating a new issue, the issue owner doesn't default to the doc owner. (Bug:  Code Error)

2 June 2008: Release 4.2.4

912 Fixed: On DB setup doc "Select initial view or folder" button generates error. (Bug:  Code Error)

913 Fixed help buttons on DB Setup form. (Bug:  Code Error)

30 May 2008: Release 4.2.3

903 Fixed: Issue owner overwritten if doc saved. (Bug:  Code Error)

902 Added spell check to fields on Glossary form (applies to Notes 8.0.1 and later). (Design Requirements:  Conform to CSS standards)

910 Issue docs now filtered out of the Doc Management view. (Bug:  Code Error)

911 Removed empty action menu items. (Bug:  UI error)

900 Categorized issues views now open collapsed. (Design Requirements:  UI Improvement)

901 Fixed: Issues by date views - the first few columns are fixed in width when they should be expandable. (Bug:  UI error)

28 May 2008: Release 4.2.2

895 Fixed: All docs by attachment size incorrectly divides size by 1024. Note that this uses the new R8 column number formatting feature. (Bug:  Code Error)

897 Fixed: Sort closed issues by date closed, not the date created. (Bug:  Code Error)

898 Fixed: Issue owner defaults to current user; should default to doc owner. (Bug:  Code Error)

899 Removed "Doc Owner" col from open issue by owner. (User Requirements:  UI Improvement)

896 Fixed: Embedded Monitoring view (on Sox form) incorrectly shows time. (Bug:  UI error)

27 May 2008: Release 4.2.1

894 Removed "Corrected" from "Resolution" field on Issue form. (Bug:  UI error)

893 Changed all view twisties to Notes default. (Design Requirements:  UI Improvement)

23 May 2008: Release 4.2.0

883 Fixed: Issue form fields hidden when in read mode. (Bug:  UI error)

881 Added issues by date views. (User Requirements:  Feature Improvement)

882 Added help button to view: Sox... Monitoring by Date        . (Bug:  UI error)

884 Added lines to the list manager view. (Bug:  UI error)

885 Updated doc management view UI. (Design Requirements:  UI Improvement)

887 Modified views to use lines insted of alternate bands of color. (Design Requirements:  UI Improvement)

888 Added help button to issue form. (Design Requirements:  Conform to CSS standards)

886 Removed views: Doc Management\Special\FAQ & Glossary. (Design Requirements:  Obsolete feature)

889 Fixed: Workflow State Table, FAQ category, Keyword index views have wrong font for categories. (Bug:  UI error)

890 Fixed: List manager uses wrong twisties. (Bug:  UI error)

891 Fixed: Make the "State Table" view wrap over multiple lines. (Design Requirements:  UI Improvement)