In Enzyme, Quality Owners have the ability to manage document types (create, edit and delete).
Note: This video was created using V1.25.2. Enzyme is updated weekly so some elements may change.
Manage Document Types
Under User Settings, select Doc Control Settings.
Here you will be able to add/edit or delete document types.
Add New Document Type
To add a new document type, click on the plus icon.
Then enter the title of the document type, and its description.
Be sure to Save Changes when you are done. Once a document type has been created, it cannot be deleted. Also you will have to assign the roles (or users) who can approve this new document type.
Edit a Document Type
Click on the Edit icon for the document type in which you are interested.
Here you can update the description. Once created, document types cannot be deleted. If you are no longer using a document type, you can follow the process below to delete it.
Delete a Document Type
Click on the Trash icon for the document type in which you are interested.
Before removing a document type, remember:
- All the documents of that type must be approved (i.e documents of that type cannot be in draft state).
- Changing document types will move ALL those documents of that type in draft state.
- Document numbers with the new document type cannot conflict. (i.e if you have SOP001 and QSM001. If you are deleting QSM document type and renaming it SOP then first you will have to update the numbering for QSM001) to not conflict).
Once you select the new Document type, click Remove type.
If there were no conflicts, the old document type will be removed and documents will be renamed with the new document type in draft mode.
You will have to Submit a Change Request to route these documents for approval as the new document type.
If you have any questions, you can reach us through the in-app chat or email us at firstname.lastname@example.org.