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.
You can either:
- Create a new form
- Revise an existing document to a forms
Note: This video was created using V1.26.0. Enzyme is updated weekly so some elements may change.
Access Document Control under Process in the Navigation bar.
To create a new form, click on New Document.
New Document Info
Enter the main information associated with the document:
Title: Title of the documentChange 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.
Which file types are compatible? Enzyme will automatically add headers/footers of Microsoft Word , excel, pdf and powerpoint documents. Other file types should have final headers/footers included in them before upload.
Attachments: Upload any attachments associated with this document
Quality Owners can enable users to create forms or child documents, or both. When this feature is enabled, you will see a toggle. If you are creating a form document, turn the toggle ON.
Revision: Indicate if the form document is an engineering or production revision. Learn more about the difference between Engineering and Production documents. Once a document has been set as a production document and approved, it cannot be reverted back to an engineering document. Only unreleased documents can be reverted from production versioning to engineering lifecycle.
Child Type: Select Form as that is what you are creating.
Parent Document: Select the parent document to which this form will be associated.
Assign Document Number: If enabled by the Quality Owner in Company Settings, you may be able to select a specific document number. Otherwise the document number will be auto assigned.
These forms are numbered using the parent document’s prefix and a F-suffix, e.g. SOP001-F1 would be the first form of SOP001. A parent document may have multiple associated forms.
New Document Metadata
Enter the metadata information about the document. Once the draft document is saved, this information can be updated under the Edit Metadata button.
Folder: Select the folder where this document should be placed.
Associated Development Phase: If needed, select the phase this document is associated with. Enzyme provides default phases and Quality Owners can add custom phases under Design Controls tab in Company Settings.
Document Owner: If needed, select the person who is the primary owner of the document.
Quality Owners can also select the product associated with this document.
Tags: Add any tags you’d like associated with the document. Tags can help find the document when using universal search.
In addition to these, Quality Owners have the ability to associate a document with a product.
When done, click Create to save the draft document. It must be routed for approval through a Change Request to become effective.
Revise Existing Document to a Form
If a document already exists, it can be revised to a form. Select the document in which you are interested and then select New Revision.
Turn the Child/Form toggle ON. Then select if you want this document to be a child or form and the parent document.
Enter that it's a child type, associated parent document and if needed assign a document number.
Quality Owners have the ability to add quiz questions for this child document. Learn more in the How to manage quiz questions for a document.
Be sure to click on Revise when done and this document will be saved as a draft.
A Change Request must be submitted to approve and release the form as effective.
Any edits to its associated phase, product, tags, folders can be done in the Edit Metadata.
If you have any questions, you can reach us through the in-app chat or email us at firstname.lastname@example.org.