Introduction to Administration

Administration holds the reusable building blocks and rules that the rest of the system draws on; the templates new documents start from, and the process by which documents are approved.

These are the settings you configure once and rely on many times. A well-prepared set of templates and a clear approval process mean that everyone who creates and signs off documents does so in the same, controlled way.

What You Use It For

Administration is where you shape how documents are created and approved across the system. With it you can:

• Maintain the templates offered when a new document version is created, from empty files to fully laid-out starting documents.

• Define and review how documents are approved as they move through their lifecycle.

Together, these keep document creation and approval consistent and repeatable.

How It Is Organised

Administration has two parts:

• QMS Templates: The reusable starting files (such as Empty Word, Empty Excel, and SOP Template) offered when a document version is created from a template.

• Document Approvals: The approval process that governs how documents are reviewed, approved, and released.

The pages that follow describe each part in detail. If you are setting the system up, begin with QMS Templates to prepare your starting files, then Document Approvals to understand how documents are signed off.