Creating a Quality System Document from a Document Template

You can create a document from an active document template.

This task shows how to create a quality system document from a document template. For templates that create other types of documents, see the help for the app that controls the specific document type or Creating Documents.

  1. View the Templates page tab. See Templates Page Tab.
  2. Select the required template.
  3. Click Actions > Create New Document From Template .
    The Create New Document From Template dialog box opens using the values defined by the template.
  4. Enter or edit these details:

    FieldDescription
    TypeBy default, this is Quality System Document. Click to choose another type, such as Technical Document or a custom document type created by your company.
    NameType a name for the document or select AutoName to assign it a system-generated name. Names are case-sensitive and spaces are allowed. You can use complete names rather than abbreviations, making the terminology in your system easier for people to understand. Generally, name lengths can be a maximum of 127 characters. Leading and trailing spaces are ignored.
    TitleBy default, the title for the document is copied from the template, but you can edit it as required.
    DescriptionBy default, the detailed description for the document is copied from the template, but you can edit it as required.
    Responsible Organization

    Only appears if you are assigned the Document Center Administrator role or Leader.

    		By default, the responsible organization is copied from the template and is the logged in user's active organization. You can change the responsible organization as required. Start entering the name to select an organization, or click to search for the organization.

    Only organizations with which you are associated as a member or an employee, and other organizations with a parent relationship to those organizations with which you are associated, are available for selection. You can only select an active organization—that is, an organization in the active state, not the inactive state.

    Training EnabledBy default, the training enabled status is copied from the template. You cannot change it.
    Periodic Review EnabledBy default, the periodic review status is copied from the template. You cannot change it.
    Periodic Review Interval (In Months)By default, the interval between reviews for this document is copied from the template. You cannot change it.
    Subject Matter ExpertBy default, the Subject Matter Expert for this document is copied from the template, but you can change it as required. Start entering the name to select a person or Member List, or click to search for the person or Member List. You can only select a person who has been assigned the Subject Matter Expert role or a Member List that contains at least one person who has been assigned the Subject Matter Expert role.
    Attribute Group name sectionType or select a default value for each mandatory and any optional attributes for documents created from this document template.

    Each attribute group associated with the document template has its own named section. The attribute groups are listed alphabetically. All attributes in the attribute group are listed alphabetically, with their values, if defined, for the document template.

  5. Click OK.

Any trainees or subscriptions defined for the document template are copied to the document. The latest versions of all files checked into the template are also checked in to the new document.