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Configuring CA/PA templates
Who is this article for?Users responsible for administering CA/PA records.
CA/PA Administration permissions are required.
Templates are a great way to create standardised records across the module. They present the user with preset fields they need to fill out, reducing the likelihood of incomplete information being provided, in turn increasing the efficiency of CA/PA record management.
This article shows you where you can configure CA/PA templates.
1. Accessing templates
To access CA/PA templates:
- Access the CA/PA module.
- Select Administration.
- Choose CA/PA Templates.
You will be taken to a list of existing templates on your system.
2. Creating a template
To create a CA/PA template:
- Access CA/PA templates.
- Open the Actions menu.
- Click New.
- Enter a Title.
- Add a Description.
- Click OK.
You will be taken to a new page where you can start configuring your template.
3. Configuring a template
There are several elements you can configure that will automatically apply when a record is created using the template.
3.1. Default values
These are the values that will be applied to these record fields on creation.
- Status determines what state the record will display.
- Owner determines who is responsible for the record.
- Stage Target determines when the non-conformance needs to be resolved by.
3.2. Workflow
These are the stages and actions that will be applied to the record on creation.
To configure these, follow our guide to managing CA/PA workflows.
3.3. Properties
These are the additional details that will be applied to the record on creation.
Areas determine which module areas the template will be available to create records from.
To set areas:
- Click Select area.
- Tick relevant areas.
- Click OK.
Associated sources automatically apply the template to a record if the set source is selected during its creation using the wizard.
To set associated sources:
- Click Assign Source(s).
- Tick relevant sources.
- Click OK.
1. Accessing templates
To access CA/PA templates:
- Access the CA/PA module.
- Click Edit.
- Choose CA/PA Templates....
You will be taken to a list of existing templates on your system.
2. Creating a template
To create a CA/PA template:
- Access CA/PA templates.
- Open the New menu.
- Click New Template....
- Enter a Title.
- Add a Description.
- Configure the template.
- Click OK.
3. Configuring a template
There are several elements you can configure that will automatically apply when a record is created using the template.
3.1. Default values
These are the values that will be applied to these record fields on creation.
- Status determines what state the record will display.
- Owner determines who is responsible for the record.
- Stage Target determines when the non-conformance needs to be resolved by.
3.2. Workflow
These are the stages and actions that will be applied to the record on creation.
To configure these, follow our guide to managing CA/PA workflows.
3.3. Properties
These are the additional details that will be applied to the record on creation.
Areas determine which module areas the template will be available to create records from.
To set areas, tick the relevant boxes.
Associated sources automatically apply the template to a record if the set source is selected during its creation using the wizard.
To set associated sources:
- Click Edit.
- Move relevant sources to the left.
- Click OK.