QMS Templates

QMS Templates are reusable starting files. They are the options presented when a document version is created from a template: for example, Empty Word, Empty Excel, and SOP Template are all defined here.

• The All QMS Templates list shows each template's:

  • Name, File Type (Word or Excel)

  • Template File (the attached file)

  • Is Empty (Yes/No), and

  • Created On

• A template record has a:

  • Name

  • A Template Type (Word or Excel)

  • A Template File, and

  • Is Empty (Yes/No)

• Important: The file cannot be uploaded until the record is saved. On a new template, the field reads "This record hasn't been created yet. To enable file upload, create this record." After saving, a Choose File button appears. (For this reason, uploading may appear not to work if attempted before saving.)

How to Create a QMS Template

1. In the left navigation, under Administration, select QMS Templates, then New.

   

2. Enter the Name.

3. Set the Template Type (Word or Excel) and Is Empty (Yes/No).

   

4. Select Save, this creates the record and enables file upload.

   

5. At Template File, select Choose File and upload the template.

6. Select Save (or Save & Close).