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Central Management: Processes are created, managed, and go through an approval process centrally to ensure they meet quality standards.
Excerpts: After approval, the processes are embedded as excerpts into the relevant areas and departments.
Timeliness: Any changes to the central process document are automatically updated on all pages using the excerpt. This ensures that all departments always use the most current and audit-ready content.
User How-To-Article
Create a Central Process Document:
Create a new Confluence page titled "QM Handbook".
Define the processes and procedures. Use headings and sections to organize the content.
Create Excerpts:
Highlight the text or section you want to reuse and click on the "+" icon in the toolbar.
Select "Multiexcerpt" from the macro list.
Name the excerpt (e.g., "Process A").
Categorize your excerpts for better usability and handling
Set Up an Approval Process:
Add a workflow plugin or use Confluence's built-in approval capabilities to set up an approval process for the QM Handbook.
Embed Excerpts in Relevant Areas:
Navigate to the target page where the excerpt should be displayed.
Click on the "+" icon, select "Multiexcerpt Include", and choose the relevant excerpt (e.g., "Process A").
The latest version of the excerpt will always be displayed on the target page.
Update and Maintain:
Any updates to the central process document will automatically reflect on all pages where the excerpt is included, ensuring consistency and avoiding version conflicts.