Record Type Settings

The new Record Type Settings has a centralized and structured interface for creating, managing, and configuring record types and their associated workflows, forms, and fields. Designed to mirror the familiar Document Types settings, this functionality focuses specifically on creating records for Incident, CAPA, and Action Items.

Users can navigate a hierarchical tree structure that organizes record types by predefined categories based on forms designated as ‘main topic’ in the Form Settings. This structure provides clarity and consistency across the system, supporting robust configuration at both top-level and subtype levels.

Through this interface, users can manage multiple aspects of record types, including:

• Creating, editing, and deleting types and subtypes under each form category.
• Importing and exporting record type configurations.
• Managing naming rules and field behaviors per record type.
• Viewing changes via the change log.

The Record Type Settings ensure seamless configuration of record types, supporting compliance, traceability, and process efficiency.