Skip to main content
Skip table of contents

QMS Configuration

This page allows you to define some basic settings that are specific for a QMS project.

  1. Publishing Rights: Here you can select who has the right to publish changes in the QMS to the LiveQMS webpage. 
  2. Publication Viewing: Here you can select what a user sees in the published website (LiveQMS)

    There are 4 options you can select from in the admin:

    • show all users and processes, filter by viewer: the default option
    • show all users and processes don't filter: the legacy option
    • show only the viewers processes and groups: hides all but the users processes
    • show only the viewers processes and groups (strict): hides all but the users processes + doesn't open smart links or reference to hidden processes to the viewer.
  3. SOP labels: In this section you can add, remove, adapt and reorder the labels for the SOPs. 
  4. Default SOP for new processes: Here you can define the default value of the SOP label for newly created PROC items
  5. Approver for Process Reviewed: Here you can select who is allowed to set the Process Reviewed label in the PROC items
  6. Approver for Work Instruction: Here you can select who is allowed to set the Work Instruction Ok label in the WI items

You can define an publish any number of layers through the QMS:

It is possible to publish more than two layers and also other field types than text boxes.

In order to publish another layer, add a new category with the wanted fields and edit the QMS setting (advanced mode) in the admin client.

In there define the what can be published, using a configuration like the below:

  "publications": [
      "rules": [
          "category": "MAN",
          "groupName": "Manual!",
          "readyLabels": [ "a", "b" ],
          "itemRules": 0
          "category": "PROC",
          "readyLabels": [ "PROCOK" ],
          "itemRules": 0,
          "groupName": "SOP",
          "groupLabelType": "SOPS",
          "groupDown": [ "WI" ]
          "category": "WI",
          "readyLabels": [ "WIOK" ],
          "itemRules": 0
          "category": "REV",
          "readyLabels": [],
          "itemRules": 0
      "toCategory": "PUB",
      "target": "pub",
      "keepFlatList": false,
      "publisher": "wolfgang"
  "rolesTargetProjects": [ "AFF", "AIDQMS" ]

The setting has a field with an array of publications, so far only one publication is allowed.

Each publication has

  • toCategory: which is the ID of the category which stores the publications (needs to be PUB)
  • target: the link in the url to the published website (needs to be pub)
  • keepFlatList: if set to true, the publications in the PUB category will be in a flat list,. Otherwise they will be sorted into years / month folders.
  • publisher: a comma separated list of users who can publish (can be changed in UI)
  • rules: an array of rules describing which category can be published how, each rule has the following properties
  • category: the id of the category
  • groupName: the label in the published website
  • groupLabelType: optional setting, if items should be group able in the UI
  • groupDown: a list of downlinks which should be rendered if they exist
  • readyLabels: a list of labels which must be set for an item to be publishable
  • itemRules: can be 0,1,2 and defines when items can be published,
    • 0: you can only publish completely approved groups, for example if am item is in a group "Design Control SOP" it can only be published if all other items in that group are approved
    • 1: you can publish the items independently of their groups
    • 2: you cannot publish these items

The last property, common for all publications is

  •  rolesTargetProjects: a list of projects to which users roles can be published (can be modified in the UI)

The following fields can be published:

  • tables,
  • checkboxes,
  • file attachments,
  • rich text boxes,
  • text boxes,
  • drop downs,
  • dates

Additional information: 

  1. You can group each PROC per label in the configuration and:
  • manage the label order playing with the arrows (1)
  • edit the group label name (2)
  • delete any group label (3)
  • add new group label (4)

2. How to restrict reviewers to Processes or Work instructions:

3. How to provide publishing rights to users:

4. How to publish specific labels on the Live QMS:

In order to publish labels, you need to add them as comma separated list to the QMS configuration settings:

the line "showLabels" needs to be added as top level property and the label IDs needs be be at the place of label1, label2 or more

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.