Template Settings
Template Settings applies to template-type master documents, the master documents that exist to generate records rather than to be read as documents in their own right. The tab has two parts: a settings block that defines where the records created from the template are stored, and a Template Review and Approval Settings block that governs how the template itself is reviewed and approved. The review and approval block works with the Template Reviewer and Template Approver document roles (see Access Management).
The tab opens with the settings block at the top and the Template Review and Approval Settings block below it.
Where records are stored
The first block sets the storage location for records created from the template. As the on-screen note explains, the Template Type, QMS Record Category, and Subcategory together set where records are kept in QMS Records; for TechDoc templates, the TechDoc Category is used instead.
Type sets the kind of template. The choices are QMS Record and TechDoc, with --Select-- as the unset state.
When Type is QMS Record, a QMS Record Category lookup appears. Opening it lists the existing record categories, such as Audits, CAPA, and Clinical Affairs, and a new category can be created inline with + New.
Once a category is chosen, a QMS Record Subcategory lookup becomes available and lists the subcategories within it, for example CAPA Logs, CAPA Records, or Risk Plans. Together the category and subcategory place every record produced from the template into the right location in the QMS Records module.
Template review and approval
The Template Review and Approval Settings block controls how the template is reviewed and approved. A Require Review toggle sets whether review is needed. A note alongside it confirms that record authors are defined by the target audience: the users assigned in the Target Audience section of the Access Management tab are set automatically as authors for any record created from the template.
Below the toggle are two tables, Individual Reviewers and Approvers and Role Based Reviewers and Approvers. Each row is keyed by a Document Role; the individual table pairs the role with a named User, and the role-based table pairs it with a Role. This is where the template's reviewers and approvers, including the Template Reviewer and Template Approver roles, are assigned.
Assignments are added the same way as in Access Management. On either table, open the more commands menu (the ... at the top right of the table) and select New Document Assignment, then complete the assignment form as described in Access Management.
