Definition

 This capability allows user customers to search documents :

Document types actually available are : 

• All Documents
• SDS (Safety Data Sheet)
• TDS (Technical Data Sheet)
• RDS (Regulatory Data Sheet) - Not available for R&I / Marketing personas (field at contact level)
• General Statements
• Certificates
• Brochures & Marketing Documents 
• Formulations  - Only available from Solution Finder (when there no Formulations in Aodocs the tab is hidden by default) 

Accessing points 

This capability can be accessed through Documents tile and Homepage - 3 dots Menu

Solution Finder

The following condition need to be true for the product to be searchable for the user:

• Contact Market included in the Product Market
• Documents is the same region as the contact or contact has worldwide access
• Global / World documents are always available 

Worldwide option enabled

• Users have no restrictions for document search
• Regions option is available from MSP

MSP Contacts with worldwide option enabled are able to search all regions documents, EMEA contact with WW example below:

Worldwide option disabled

• Users are restricted to search for their account region documents
• Regions option is not available from MSP

MSP Contacts without worldwide option enabled are restricted to documents from the region their account belongs to, EMEA contact example below:

Search page

The search page elements are :

• A full text search field 
• Filters : 
  • Type of document (filled with SDS by default)
    • default value : SDS
    • Values : 
      • All Documents types
      • SDS
      • RDS (Only available for regulatory contacts)
      • TDS
      • General Statements
      • Certificates
      • Brochures & Marketing Documents
  • Language
  • Country 
  • Region (Only available for ww contacts)

• A Search Button which triggers the research through Sinequa to get the documents from Documentum or Aodocs.
• The result list
  • If no results are found a clear sentence explains it
  • The result list is presented in a table with the following columns
    • A download symbol 
    • Document (document name)
    • Product  (the document is linked to)
    • Document type
    • Country (where the document applies)
    • Date (of last publication)

A click on the download symbol   triggers the pdf download on the user's computer.

Search engine

The search is processed by Sinequa through a Web Service Call.

Sinequa provides only the last published version of the document, and doesn't provide "confidential" documents (Documentum security metadata). 

Docs stored in Documentum (RCS Docs):

• SDS, RDS and Certificates

Docs moved to AODOCS:

• TDS, General Statements, Formulations and Brochures 

Data Model & Security

Users are restricted to documents of the region they belong to and Global docs with the exception of worldwide access. 

The specific documents security is managed by Documentum and Aodocs

Important Note :

When a Customer does the search, the results are filtered by product that are authorized for the Market and for the customer and they can only find documents for their region(Account region) and Global  

Report on docs downloaded for customers or partners

A new record type has been created to track activities on the MSP portal and allow users to report on downloaded documents for customers or partners.

It also shows the market and the product linked.