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