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Im Zusammenhang des Qualitätsmanagementsystems gibt es verschiedene Dokumententypen.

Jedem Dokumententyp muss eine Abkürzung zugeordnet werden.


Mit einigen Dokumententypen (z.B. Formulare) sind "Aufzeichnungen möglich", dieses muss entsprechend aktiviert werden.

Ist "Aktiv" - kann ich nutzen

Der "Überprüfungszyklus" (in Tagen) gibt an, wann das Dokument überprüft werden muss.

"Kurzbeschreibung" - Möglichkeit, kurze Beschreibung einzutragen, aber nicht erforderlich.

Um einen neuen Dokumententyp anzulegen, wähle aus der Aktionsleiste Image Modified und fülle die erforderlichen Informationen aus..

  • Bearbeiten
  • Löschen

Hinweis: Ist der Typ schon belegt, gibt

Template hilft, das Dokument zu erstellen

Pro Dokumententyp gibt es nur ein Template

Add template

Remote Template

View Template


In accordance with the quality management system you can define different document types

each document type has a "Abbreviation" which can be use in code of document,  

if the documents with the type should have records , ( example: forms and checklists ) you should mention that by making "is recordable" checkbox checked 

you can set the "Review cycle" in day(s), to get informed about the documents which needs to be reviewed ,

( Example: if you set 365 for review cycle, 365 days after release date of the document of this type the notification will trigger. ) (warning)

 if the "Active" is checked you can use it on creating a document. (warning)

you can write a short note about it as "Description" and it's not required.

To create a new document type, click on  Image Modified button from action bar, and fill the required fields then click on Image Modified button.

To Modify a document type, select it from the list first, click on Image Modified button, do the modification and then click on Image Modified button.

Note: if the selected document type is used in any documents, you cannot change "Abbreviation".


To Delete a document type, select it from the list first, click on Image Modified button,  if you are sure about it, click on Image Modified button.

Note: if the selected document type is used in any documents, you will not be able to delete it. you can make it inactive by making  "Active" checkbox unchecked!


you can prepare a file ( word, excel, etc..  ) as the template for each document type. It helps to create documents from beginning.(warning)

each document type can have only one template. to attach the template to a document type, select it from the list then choose Image Modified , then choose your file using Image Modified button.

you can give it a title, then press Image Modified button to save it.