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<p class="MsoNormal">Roger,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sorry for the delay, here is an example of a procedure in the latest template.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Allen<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">https://jlabdoc.jlab.org/docushare/dsweb/Get/Document-285568/C100R-PR-CLNRM-CAV-ASSY-R1.pdf<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Megan McDonald <megan@jlab.org> <br>
<b>Sent:</b> Wednesday, May 29, 2024 3:11 PM<br>
<b>To:</b> pansophy@jlab.org; Allen Samuels <samuels@jlab.org><br>
<b>Subject:</b> Fw: Procedures, Travelers, and Forms - Guidelines<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-family:Aptos;color:black"><a id="OWAAM503410" href="mailto:samuels@jlab.org"><span style="font-family:Aptos;text-decoration:none">@Allen Samuels</span></a> can you respond on this?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:Aptos;color:black">Megan<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> Roger Ruber <<a href="mailto:ruber@jlab.org">ruber@jlab.org</a>><br>
<b>Sent:</b> Wednesday, May 29, 2024 3:10 PM<br>
<b>To:</b> Megan McDonald <<a href="mailto:megan@jlab.org">megan@jlab.org</a>><br>
<b>Subject:</b> RE: Procedures, Travelers, and Forms - Guidelines</span> <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Dear Megan,<br>
<br>
Besides the template, do you happen to have a completed procedure as example.<br>
<br>
Thanks in advance,<br>
best regards,<br>
Roger.<br>
<br>
-----Original Message-----<br>
From: Megan McDonald <<a href="mailto:megan@jlab.org">megan@jlab.org</a>> <br>
Sent: Wednesday, 22 May, 2024 14:17<br>
To: SRFOPS Staff <<a href="mailto:srfops-staff@jlab.org">srfops-staff@jlab.org</a>><br>
Subject: Procedures, Travelers, and Forms - Guidelines<br>
<br>
Procedures, Travelers, and Forms – Oh My!<br>
There have been some questions regarding Pansophy Procedures, Travelers, and Forms recently that we felt needed its own email. This is just a brief rundown, so if you have any questions or need help with setting things up, please don't hesitate to reach out.<br>
<br>
1. <br>
Procedure vs Traveler – Which Comes First?<br>
<br>
1. <br>
Procedures referenced from a Traveler must be approved and released BEFORE the Traveler can be processed for release.<br>
<br>
1. <br>
Unlinked references will be subject to inquiry, and removed if no reference is available at the time.<br>
2. <br>
References must go to a specific document, not to the folder where the reference is/will be.<br>
<br>
2. <br>
If a Traveler is released prior to the Procedure, a New Revision of the Traveler must be generated.<br>
3. <br>
A Traveler and Procedure can be sent for approvals simultaneously; however, the traveler will be held until the procedure is approved and released so that the referenced link can be updated in the traveler prior to its release.<br>
<br>
2. Procedures (new or revised) – Must use the newest approved template. (QMS Doc Mgmt)<br>
<br>
1. <br>
Failure to update to approved template does result in loss of time for approval and processing.<br>
2. You may request help from the Pansophy Team for updating templates – be sure to allow adequate time for us to edit.<br>
<br>
3. <br>
The locations for the Procedure Template in DocuShare and the M:Drive respectively are<br>
<br>
1. <br>
M:\asd\asddocs\TravelerTemplates\SRF-07 Document Management<br>
2. <br>
<a href="https://jlabdoc.jlab.org/docushare/dsweb/View/Collection-57075">
https://jlabdoc.jlab.org/docushare/dsweb/View/Collection-57075</a><br>
3. This can be set as the default template location by going to Word > File > Options > Save > Default personal templates location<br>
<br>
3. <br>
Forms/Spreadsheets (new or revised) – Must use the newest approved template. (QMS Doc Mgmt)<br>
<br>
1. The locations for the Forms Template in DocuShare and the M:Drive respectively are<br>
<br>
1. <a href="https://jlabdoc.jlab.org/docushare/dsweb/View/Collection-51240">
https://jlabdoc.jlab.org/docushare/dsweb/View/Collection-51240</a><br>
<br>
2. M:\asd\asddocs\TemplatesExcel<br>
<br>
1. This can be set as the default template location by going to Excel > File > Options > Save > Default personal templates location<br>
<br>
Thank you,<br>
Allen Samuels<o:p></o:p></p>
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