Record Type Profile

To configure the record type profile, follow the steps below.

1. Select a record category i.e., Incident, CAPA and Action Item, etc., expand the parent and sub-folders, and select the desired record type.

   

2. Click on the Profile tab, navigate to the Process Configuration section, and select a team from the available dropdown options.

   

3. Uncheck the parent record type checkbox to configure the Auto Name Pattern and click on the wrench icon.

   

4. On the Auto Name Rules window, add the necessary details in Rule Editor and select the required options from the Functions and Field Insertions from the Available Templates section.
5. Click on the ‘OK’ button once the necessary configurations are done.

   

6. Uncheck the parent record type checkbox to configure the Due Date and enter the number of days in the field.

   

   Note: If the checkbox is enabled, the record type will inherit the configurations from its parent record type.

7. Additionally, add the following details and click on the ‘Save’ button at the bottom.
   1. Short Name
   2. Universal ID
   3. Description
   4. Instructions