Record Type Profile

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

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

  2. For Action Item records, check or uncheck the Effectiveness Check Checkbox to indicate whether the action item record type is considered as an effectiveness check type or not.

  3. Navigate to the Process Configuration section, and select a team from the available dropdown options.

  4. Uncheck the parent record type checkbox to configure the unique identifier for the record.

  5. Uncheck the parent record type checkbox and configure the following Close Conditions.
    1. Prevent closure while related items are open: Select the checkbox to restrict record closure when any related items are open and specify which record types this rule applies to. Clear the checkbox to allow the record to be closed even if related items remain open.
    2. Prevent Closure while Queries are open: Select this checkbox to prevent records from being closed when associated queries are unresolved. Clear the checkbox to allow record closure regardless of the query status.

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

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

  9. Uncheck the parent record type checkbox and enable the Auto-calculate Due Date. Enter the number of days in the Due Date field.

    Note:

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

  10. Additionally, add the following details and click on the Save button at the bottom.
    • Short Name
    • Universal ID
    • Description
    • Instructions