SimplerQMS

Create and release a new Template in SimplerQMS without using a Change Request (CR). This ensures consistency across documents and speeds up authoring while staying compliant.

Creating a Template

Ensure the Template has accurate metadata, ownership, and default access so documents created from it are controlled, searchable, and compliant.

Modifying Template properties

Create the structure, content, and formatting of a Template in Microsoft Word using the SimplerQMS Office Add-in, so the template is ready for review, approval, and effective use.

Drafting a Template

Ensure a Template is complete, accurate, and compliant before approval. This process lets reviewers propose changes, confirm property fields, and close the review so the template can move forward.

Reviewing a Template

Approve a template to confirm it’s accurate, compliant, and ready for controlled use. Approval captures required e-signatures, locks the content, and moves the template toward Effective.

Approving a Template

Move a Template from 'For Training' to 'Effective' so it can be used to create controlled documents immediately. This is typically used when the planned effective date needs to be…

Making a Template effective

Create a new draft from an existing template so you can update content while keeping the effective version available until the change is approved.

Updating a Template

Retire a Template that is no longer needed so it can’t be used to create new documents, while keeping it stored for historical and compliance purposes.

Retiring a Template

Create, edit, and manage templates used across documents in SimplerQMS

Templates

Create a custom design with text, images, and links

SimplerQMS.com

Support Portal

Contact Support

Find answers and get help from Intercom Support and Community Experts

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