Who Is This For?
Template Owners – releasing templates for use
QA / Approvers – verifying readiness and compliance
Process Owners – coordinating the timing of effective releases
📝 Note: If the template’s Effective Date is the same as the Approval Date, the system makes it Effective automatically - no additional action is required.
How to Do It?
Step 1: Open the Templates module
Go to Templates from the left sidebar. Use the dropdown and select Effective & Retired to view released copies. Open the effective copy whose current state is For Training.
💡Tip: You can also use the search bar to find the template quickly.
Step 2: Make the template effective
At the bottom of the Properties card, click Make Effective. Enter a clear Version Description, then Submit.
Step 3: Approve and sign
Choose Approve and Sign and enter your SimplerQMS login + password to apply the compliant e-signature. The template state then changes to Effective.
Templates with a Change Request
Templates with a Change Request
If the template is linked to a Change Request, it may remain in Awaiting Release after approval.
The Change Request must be fully approved and released before the template becomes Effective. The Effective Date is transferred from the Change Request upon closure.
📎 Reference: Executing a Change Request
❗ Compliance Reminder: Confirm that training/communication needs are met before early release.
Tips
💡 Use a concise Version Description (what’s changing and why) to improve audit clarity.
💡 Verify that training needs are addressed before early activation to avoid misuse of untrained content.
💡 Double-check the Effective copy is the one in For Training before making it Effective.