Record Type Management

The Record Type Settings feature introduces a structured and efficient approach to managing record-related workflows, forms, and configurations within the system. Designed to streamline record type management, this functionality provides administrators with the ability to create, edit, and configure record types, authority types, workflows, and teams in a centralized interface.

By categorizing record types in a hierarchical tree structure based on predefined main topic classifications, users can easily navigate and manage record-related processes. This feature mirrors the existing Document Types settings but is specifically tailored to enhance record workflow configurations. In this way, for the main type ‘CAPA’, there can be defined sub-types such as ‘CAPA Plan’, ‘SCAR’, ‘Continuous Improvement Plan’, ‘Risk Mitigation Plan’, etc. Each of these subtypes can have its workflow, forms, fields, teams, and general configurations, allowing great flexibility.

Users can define key record details, including naming conventions, workflow rules, due dates, and field settings, through a dedicated Fields Tab. The system also supports import/export capabilities and maintains a change log for version tracking and compliance. Automated notifications and structured workflows ensure seamless record processing, enhancing transparency and operational efficiency.

By offering a systematic approach to record management, this feature improves compliance, streamlines workflow execution, and enhances collaboration across teams, ultimately driving efficiency in record handling and decision-making.