QMS Inputs
QMS Inputs are documents that are not controlled and are not part of the QMS itself. They serve as source material, background documents used when authoring controlled documents.
A QMS Input record contains:
Name (required) and an optional Description.
Document Input File Where the file is held. You can upload a file via the "Drop files…" area, or create one with + New, which offers Word, Excel, PowerPoint, or OneNote. Each file shows its Name and Path.
Input Document For Shows the controlled documents the input is linked to, in two lists: Master Documents (Prefix, QMS Category, Master Document) and Documents (Prefix, QMS Category, Document Version).
How to Create a QMS Input
In the left navigation, under QMS Documents, select QMS Inputs, then New.
Enter a Name (and a Description if required).
Add the file in Document Input File, upload one, or use + New to create a Word, Excel, PowerPoint, or OneNote file.
Select Save (or Save & Close).
Linking a QMS Input to a Document
A QMS Input is linked from the controlled document. On a master document's General tab, the QMS Inputs list holds its linked inputs; its menu offers Add Existing QMS Input.
Selecting it opens the Lookup Records panel, where you search for and select the input to link.
The linked input then appears in the QMS Inputs list, with an Open File link.
How to Link a QMS Input to a Document
Open the master document and locate the QMS Inputs list on the General tab.
Open the list's menu and select Add Existing QMS Input.
In Lookup Records, search for the input, select it, and select Add.
The input appears in the QMS Inputs list; use Open File to open it.
