Configuring Master Forms (QualityDocs)

QualityDocs Vaults include the Master Forms feature to support quality teams in managing forms and creating executable copies. Document owners can mark documents as master forms, and users can create executable copies of the master forms.

Configuring Master Forms

To configure the Master Forms feature:

  1. Navigate to Admin > Configuration > Document Fields.
  2. Add the Master Form (master_form__v) field to applicable document types.
  3. Navigate to Configuration > Document Lifecycles > Draft to Effective Lifecycle.
  4. Create a user action on any applicable steady state as follows:
    • Condition Type: Select All conditions are met
    • If: Select Master Form > equals > Yes
    • Allow the following actions: Select Execute Form
      • Action Label: Enter Execute Form.
      • Suffix to Append to Executed Forms: Enter Executed Form or your desired suffix.
      • Document Type: Select a document type.
      • Document Subtype: Select a document subtype.
      • Classification: Select a document classification, if applicable.
      • Default Lifecycle: Select a lifecycle to assign to the executed form.
      • Optional Fields to Copy: Select the fields that will be copied over to the executed form. Vault also automatically lists the Required Fields Copied.
  5. Click Save.
  6. Navigate to Admin > Settings > Application Settings.
  7. Click Edit.
  8. Select the Enable Based on Master Form document relationship type checkbox.
  9. Click Save.

Users must be assigned a permission set with the below permissions in order to work with master forms.

Permission Label Permission Controls
Admin: Document Fields Read, Create, Edit Ability to add the Master Form field to applicable document types and for document owners to select a Master Form field value.
Admin: Document Lifecycles Read, Create, Edit, Delete Ability to configure the Execute Form user action on the Draft to Effective lifecycle.
Document Role View Document, View Content, Create Document Ability to view the master form and perform the Execute Form action.
Document Role Edit Fields Ability to edit fields on the copied form. If the user has this permission, Vault opens the newly created copy in edit mode.