Module
Unifize’s Change Control module ensures every change is intentional, traceable, and compliant. It connects impact analysis, approvals, and task execution—so you can manage revisions across documents and processes without losing control.
Each feature in Change Control helps standardize change execution while maintaining full traceability across impacted records.
Centralized change request creation and tracking
Change Control is supported by core processes that track each request, its execution tasks, and related responsibilities.
Ensures all changes are reviewed, documented, and approved
Role-based implementation task assignment
Aligns accountability by department and function
Impact analysis linking to documents and training
Surfaces downstream effects early in the change process
Lifecycle-controlled closure
Enforces structured progress and timely completion
Traceability to training and document versions
Proves changes were communicated and adopted
Escalation logic for overdue changes
Enables proactive intervention to avoid compliance gaps
Document Change Control
Captures scope, rationale, impacted documents, and approval cycle
Implementation Task
Breaks down execution into discrete, assignable actions per change
Module
Unifize’s Document Management module brings order and compliance to your controlled documents. From drafting to approval to retrieval, every SOP, policy, or record is traceable, versioned, and audit-ready—without spreadsheets or email threads.
Each feature in Document Management is designed to enforce control, maintain compliance, and simplify collaboration across departments.
Centralized repository for controlled documents
Unifize Document Management is powered by core processes that manage the lifecycle, context, and classification of controlled documents.
Ensures all critical content is accessible, current, and version-controlled
Periodic and ad hoc review scheduling
Keeps SOPs, policies, and other controlled documents aligned with regulatory requirements
Lifecycle-controlled permissions
Locks down editing rights and visibility based on status
Live audit trail on every document
Proves ownership, changes, and approvals in one click
Document classification and template references
Standardizes documentation and drives automation logic
Linked training triggers from document updates
Automatically notifies relevant users to retrain on revisions
Document
Stores metadata and files; manages versioning and lifecycle
Document Review
Tracks periodic and event-driven review cycles
Type of Document
Maintains classification references for filtering and training logic
Template
Houses approved templates to drive document standardization
Product
Unifize DMS ensures everyone is always working with the most current, approved version of every critical document—without spreadsheets, email chains, or file confusion. It keeps teams aligned and compliant by tightly connecting document control, change implementation, and training within one traceable platform.
Each feature in Unifize DMS is designed to drive a measurable outcome. This table maps core capabilities directly to the operational and compliance benefits they deliver, so you know exactly what you’re getting and why it matters.
Unifize DMS is built around three tightly integrated modules. Each one tackles a distinct part of the compliance cycle—documents, changes, and training—while working together to deliver complete traceability and control.
Unifize uses a tiered licensing model to match user capabilities with their responsibilities. From full administrative control to view-only access, each license type ensures users have the necessary capabilities without compromising control or compliance.
Enforces 21 CFR Part 11-compliant eSignatures
Ensures regulatory compliance for all approvals
Auto-triggers training on document release or revision
Keeps teams trained on the latest SOPs, policies, and other controlled documents automatically
Lifecycle-controlled access and editability
Prevents unauthorized edits and controls visibility
Complete audit trail on every record
Reduces audit prep time and proves accountability instantly
Linked record traceability across documents, changes, and training
Enables end-to-end visibility and impact analysis
Integrates with existing systems of record, like SharePoint
Enhances existing repositories by adding compliance, traceability, and workflows
Full
Grants the ability to create, edit, approve, and configure processes and records
Limited
Allows task execution and participation in assigned records and reviews without final approval rights
Free
Read-only or checklist-contributor access for training, audits, and external collaborators
Author, approve, and version critical documents
Initiate and execute controlled changes with task accountability
Assign, track, and verify training on SOPs, policies, and other controlled documents
Module
Unifize’s Training Management module ensures that employees are always trained to the latest version—automatically. It links training assignments to document lifecycles, ensuring that nothing falls through the cracks when an SOP changes.
Each feature in Training Management ensures continuous compliance, faster rollouts, and complete traceability.
Auto-assignment of training upon document release or revision
Training Management operates through modular processes that define, assign, and verify role-based training.
Ensures employees are always trained to current procedures
Role and department-based training groups
Streamlines large-scale assignments by team, site, or function
Embedded quizzes and version-linked tracking
Validates comprehension and ensures alignment to document versions
Real-time training status by user or group
Enables managers to monitor and intervene before gaps emerge
Timestamped records for audit and compliance
Proves who was trained, on what, and when
Revision-triggered re-training logic
Eliminates manual follow-ups when SOPs are updated
Training Module
Houses course content, document links, and quiz requirements
Training Record
Tracks assignment, completion, and acknowledgment by the user
Training Group
Defines cohorts based on role, department, or site
Quiz Question
Stores individual assessment items for training modules
Quiz Question Template
Reusable structure for building new quizzes