Editing Properties for a Document Template

You can edit the properties for a document template when it is in the Inactive state and if there have not yet been any documents created from it.

Before you begin: View the properties for the template. See Document Template Properties Page.
  1. From the page toolbar, click Edit Details .
  2. Edit these details as required:

    Field NameDescription
    NameThe name of the template.
    TitleA descriptive title for the template.
    DescriptionA description of the purpose of the template.
    Responsible Organization

    Only appears if the user is a Document Center Administrator.

    		To select a different organization responsible for this document template, start entering a name and select it from the list, 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 EnabledSelect Yes or No to indicate whether you want to enable training on all quality system documents created from the template. This value cannot be changed at the quality system document level if the document was created from a template.
    Periodic Review:
    Periodic Review EnabledChoose Yes or No. This option defines whether documents created from this template must be periodically reviewed. The person who creates the document can change this value.
    Periodic Review Interval (In Months)The default interval is defined by your Business Administrator for the document type and your site. If you do not want to use the default interval, enter a new value (in months).
    Subject Matter ExpertThe person responsible for periodically reviewing the template. This person is not copied to documents created from this template.

    Start entering the name to select a person, or click to search for the person. You can only select a person who has been assigned the Subject Matter Expert role.

    Attribute Group section:
    Attribute nameType 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 this document template.

  3. Click Done.