When enabled by a Quality Owner, users with permission level of Editor and Approver can all create new forms that are associated with a parent document.
Access Document Control under Process in the Navbar.
To create a new form, click on +New Document.
New Document Info
Enter the main information associated with the document:
Title: Title of the document (or form)
Change Description: This is optional if you want to enter the reason the document is changing.
Effective Date: Date you want the document to become effective. If left blank, the document will become effective upon approval.
File: Upload the file for this document. If your Enzyme account is linked to your Google drive, you can upload from your google drive as well.
Attachments: Upload any attachments associated with this document
Document Type Information
When this feature is enabled by the Quality Owner, you will see a toggle. If you are creating a form, turn the toggle ON.
Indicate if the document (in this case the form) is an engineering or production revision. Learn more about the difference between Engineering and Production documents.
Since you turned the toggle ON, select the Child Type as a Form.
Then select the parent document to which this form will be associated. The form number may be selected, however it is recommended to allow the number to be auto-assigned.
The forms are numbered using the parent document’s prefix and a -Fx suffix, e.g. SOP001-F1 would be the first form of SOP001. A parents document may have several forms associated with it.
New Document Metadata
Select the folder where this form should be placed.
You can also select the product associated with this form and add any tags if needed.
When done, click on Create and the new form will be placed in the specified folder.
A Change Request must be submitted to approve and release the form as effective.
If you have any questions, you can reach us through the in-app chat or email us at email@example.com.