| General |
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| Excellent database update, search, and document retrieval performance |
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| Customizable to enterprise or project needs |
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| Low Cost (includes initial + recurring costs, and customizations) |
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| Software vendor stability and experience |
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| Supports quality assurance program. |
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| ISO compliance. |
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| Project language(s) compatibility |
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| User Interface |
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| Ease of use - Consistent intuitive screens |
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| Explorer like interface |
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| Grid displays with sorting/ filtering capability |
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| Searching |
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| Easy to use search interface |
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| Key word, metadata, file type, or document attribute search |
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| Full text search |
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| Specific Feature Requirements |
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| Store and track plant design, procurement, construction, licensing, , operation, maintenance, and virtually any other project documents and correspondence. |
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| Manage unlimited classifications of document types and file formats |
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| Secure document storage and access control. |
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| Rules-based document numbering capability |
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| Maintain latest revision of document as current |
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| Manage document revision history. |
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| Manage document version history |
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| Integrate with existing change/configuration management systems |
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| Checkin/ Checkout of native files for revision |
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| Retrieval of documents using a variety of search parameters. |
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| Identify documents important to safe plant operation. |
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| Categorize documents by type, structure, system, component, plant function, responsibility, discipline, status, etc. |
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| Manage inventory and distribution of controlled document hard copies. |
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| Facilitate control of periodic document reviews. |
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| Provide a transmittal / distribution interface, and review cycle tracking. |
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| Web interface for internet access to documents. |
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| Normalized relational database structure to reduce or eliminate duplication of data. |
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| Validated data attributes |
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| Document to Document cross-referencing (e.g. Calculation references) |
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| Document lifecycle tracking |
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| Interface to physical document archive/ storage location |
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| Collaboration Features |
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| Workflow capability |
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| Online collaboration area |
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| Online red-lining |
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| Reporting |
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| Standard project reports. |
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| Document status reports (e.g. review cycle status). |
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| Adhoc reporting capability. |
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| Adhoc filters for standard reports/MS-Access |
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| Accessability |
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| Web interface |
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| Remote users (vpn / dialup) |
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| Remote offices/system update |
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| Security |
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| Integrated with MS-Windows Server security |
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| Controlled non-employee / vendor access |
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| Audit of document activity |
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| Audit of users activity |
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| Training |
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| End user documentation |
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| On-line self help |
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| System administrator documentation |
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| Affordable vendor training |
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| System Requirements |
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| Industry standard database engine (SQL Server) |
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| Industry standard OS (Windows XP, Vista, 7) |
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| Industry standard Web engine (MS WebServer) |
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| Active directory integration |
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| Centralized or distributed architecture |
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| Application client or web-based |
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| Application stability and reliability |
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| Utilities |
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| Provisions to automate repetitive tasks |
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| Bulk import / export of documents & metadata |
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