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. )
if the "Active" is checked you can use it on creating a document.
you can write a short note about it as "Description" and it's not required.
To create a new document type, click on button from action bar, and fill the required fields then click on
button.
To Modify a document type, select it from the list first, click on button, do the modification and then click on
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 button, if you are sure about it, click on
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.
each document type can have only one template. to attach the template to a document type, select it from the list then choose , then choose your file using
button.
you can give it a title, then press button to save it.