Stephanie Weitzenkamp, Head of the Information Management Services (IMS) within the Computing Division, is pleased to announce the Controlled Document Management System (CDMS v1.0) is live, exceeding the objectives of the CDMSv1.0 Project Charter.

What Does This Mean?

Functional Parity with CDMS2007
The CDMS team worked diligently over the holiday shut down configuring your Customer Views so when you return to the office, the organization and presentation of your controlled documents are very similar, if not identical, to CDMS2007.

CDMS on SP2010
The CDMS v1.0 architecture, designed by the Computing Development, SharePoint Admin, and IMS Teams, uses out-of-the box functionality without compromising the integrity of the documents or the metadata therein. With this more extensible platform, we can continue to operate the Accelerator—the Lab—safely, while building the foundation for future growth for Document Management at the Lab.

Improved Search
Another benefit of this upgrade is improved Search, allowing you to find the right document at the right time. With this new architecture, you will be able to find Published Controlled Documents more easily—and much faster. The IMS team will be meeting with you over the next month to gather more detailed Search requirements, and work with the SharePoint Admin team to configure the Search engine to hone search results.

Built-in Workflows
CDMS v1.0 automates useful workflows, such as the Collect Feedback and Approval workflows, as well as email and online notification of pending approval and review tasks.  The workflow tools included with Microsoft SharePoint 2010 streamline these formerly manual work processes, helping IMS and the Lab work more efficiently.

What’s Next?

So now you may be wondering “What is Next?” We will work with you to ensure you can continue, and even optimize, how you work with Controlled Documents. We will be starting a Controlled Document Management Governance Board. This governance board will look at existing processes and identify where optimizations and standardizations can be implemented. The IMS team will start meeting with customers to gather requirements for functional and presentational improvements to the CDMS!

Customer Demos and Training
Information Management Services (IMS) is hosting an Open House offering drop-in help on January 7, from 2:00PM to 5:00 PM (Building 50, Conf. Rms A and B). If you need immediate assistance, please call ext. 2317 and your request will be directed to the appropriate staff member.

IMS has also reserved times for additional CDMS demos. If you would like to sign up for a demo of CDMSV1.0, contact IMS.

Job Aids are available on the CDM Program Site to assist users with various tasks. We will continue to add new aids over time.