Every document, connected to what it came from
Specs, SOPs, work instructions, and manuals are written next to the formulation revision, batch record, and test data that produced them, version-controlled from the first draft through every approval and traceable long after the project ends.
Three ways the record stays whole
A document starts life attached to the formulation, batch, or quality event it describes, not exported into a separate system afterward.
Created in context
Every document opens already tied to the record it explains, not filed away and linked back later.
Linked automatically
Connects to the formulation revision, batch record, and test data behind it, without anyone re-entering it by hand.
No export required
It's the controlled version of record from the moment it's created, not once someone uploads it somewhere else.
Identified and owned
Every document carries its own number, type, owner, and owning department from the moment it's created, so responsibility is never in question.
A redline is reviewed and signed off the same way every time, then folds into the document's version history instead of living as a separate file.
Reason captured, every time
Every redline carries its own reason for change and change summary, not just a diff of the text.
Full lifecycle, not just versions
Every version moves through the same states, draft, in review, approved, effective, superseded, obsolete, and an earlier one stays retrievable long after a new one takes its place.
Approved isn't effective
A version's approved date and its effective date are tracked separately, so a change can be signed off ahead of the date it actually goes live.
A single source of truth for every SOP and spec, the backbone every other quality module points back to, from audits to training to change control.
Nothing to duplicate
Every version is approved through a Change Request and can require a Training Module. Document doesn't keep a separate copy of either, it just links out.
Training stays current
A revised SOP flags everyone who needs to retrain, so the procedure and the training record for it never fall out of sync.
Reviewed on a schedule
Documents carry a periodic review interval by type, so one going stale gets flagged before anyone cites it as current.
Access controlled by role
Who can view, edit, or approve a document is scoped by role and department, so one shared record doesn't mean an open one.
Every redline routes through the same review and approval path, with cost-threshold change requests that pull in extra reviewers automatically when a change is big enough to warrant it.
- Approval rules configurable per document type, business unit, or change classification
- Every decision on a redline, approved or rejected, keeps its own signed record
- A single view of who approved what, and when, for every controlled document
Grounded in the record, not a folder of maybes
Bodie and the Portal work across R&D, Quality and Product Lifecycle at once, on the same structured data model, not one suite at a time.
Why did we increase the resin loading on AquaShield 200 after batch B‑2291?
Built into the day-to-day, not a separate stop
Documents are created alongside the project record from day one, instead of being written up and exported into a separate system once the work is done.
A revised SOP flags everyone who needs to retrain, so a procedure change and the training record for it never fall out of sync.
A redline that crosses a configured cost threshold routes to additional reviewers before it can publish, without anyone having to remember to ask.
Pull every document tied to a batch, supplier, or quality event in one search, instead of a folder hunt across systems the week before an audit.
A spec written in R&D carries into QC and PLM without re-entry, so the document a QC analyst opens is the same one R&D wrote it against.
Ask a question about a past decision and get an answer grounded in the record and the report that explains it, not a list of files that might be related.
The controlled record, built in
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See your own documents and data in one place
Bring a spec, an SOP, or a report, and we'll show you what stays connected.
FAQs
No. Document Management holds the controlled, versioned record, and connects to your ERP and other systems rather than replacing them.
Yes. Every document keeps a full version history, and an earlier version stays retrievable even after a new one is approved.
Yes, when the Gen AI module is enabled. Bodie indexes uploaded documents and can search, summarize, and answer questions grounded in both the documents and the data they reference.
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