Template Tab for Impact Questionnaires

The Templates tab lists the impact questionnaire templates that are used to create impact questionnaires to collect additional information about proposed changes.

To access the Templates tab for impact questionnaires:

  1. Log in to the app with the Change Administrator, Document Center Administrator, Regulatory Request Administrator, or Regulatory Administrator role.
  2. In the navigation pane, click Impact Questionnaires.
  3. Select the Templates page tab.

This topic describes:

This page discusses:

Column NameDescription
NameThe name of the impact questionnaire template, likely an automatically assigned autoname.

Click the name to open the impact questionnaire template's Properties page.

RequirementIndicates whether an impact questionnaire created from the template must be completed:
  • Mandatory
  • Optional
OrganizationThe organization responsible for the impact questionnaire template.
RoleThe role assigned to complete the impact questionnaire.
RevisionThe current revision number of the impact questionnaire template.
StateThe current lifecycle state of the impact questionnaire template.
DescriptionA detailed description of the impact questionnaire template.

Actions/Toolbar Commands

Actions are only available when the impact questionnaire is in the Inactive state.

ActionDescriptionFor More Information
Actions > Create New Creates an impact questionnaire template.Creating an Impact Questionnaire Template
Actions > Delete Deletes an inactive impact questionnaire template. Click OK to confirm.

Only Inactive impact questionnaire templates that are not associated with any impact questionnaires can be deleted.

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Actions > Active/Inactive Toggles the lifecycle state of the selected impact questionnaire template from Active to Inactive or vice versa.

Only Active impact questionnaire templates can be assigned as a related object for a question response. Once an impact questionnaire template is assigned to a question response, the impact questionnaire template cannot be made Inactive.

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Enable Edit Toggles the page into Edit mode.

In this mode, you edit the following information about an impact questionnaire template inline: Name, Requirement, Organization, Role, and Description.

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Disable Edit Toggles the page into View mode.-