Manage regulations
Using the regulations item type allows you to link rules and legislation into the content that is stored in your web app. Regulations should be used instead of related documents when linking rules and legislation.
Add new regulation
Field | Description |
|---|---|
Regulation Name | This is shown as the title of the regulation. |
Description | Overview of the regulation such as background and/or purpose. It may be helpful to include key definitions and/or applicability information in this section. |
External reference identifier | An identification code/number for the item. This can be used if the item is being migrated from a different system or if a system of identifiers is required. This field is optional. |
External source link | Link to relevant external documentation. |
Related documents | Documents that are related to the policy (note the Documents must already be loaded into the QMS. Refer to Manage Documents page for more information) |
Managing Business Unit | The Business Unit that manages this piece of content (applies only if you have Business Units implemented and wish to have visibility of the Policy restricted to users affiliated with the Business Unit) |
Applicable policies | Policies governed by the regulation. |
Applicable processes | Processes governed by the regulation. |
Summary | A short description of the policy that appears in the Browse subtab. |
Roles this is relevant to | The work roles and people to which the policy is related (e.g. Support Worker) (note this only needs to be updated if you intend to set the Policy as required reading for those roles. Refer to Assign Required Reading page for more information) |
Category | The group to which the document belongs.
|
Required reading (for customers with Attestation only) | Tick this box to make this item required reading for all roles to which the item is relevant. |
Keywords for 'Search' | Keywords that, when searched in the QMS, will make the item come up in search results. |
Remove from view | Tick the box to hide the item. This will make the item only visible to users with Administrator permissions. Hidden items are:
Refer to Hide Items for more information. |
Tip
If the regulation is part of a larger release (i.e. a release with multiple content updates), leave it marked ‘Ready to Publish’. When you are ready, you can publish it at the same time as your other content updates by accessing the Home tab and clicking Manage Changes.
See guide Publish Multiple Changes (in One Release) for more information.
Edit existing regulation
Tip
If the regulation is part of a larger release (i.e. a release with multiple content updates), leave it marked ‘Ready to Publish’. When you are ready, you can publish it at the same time as your other content updates by accessing the Home tab and clicking Manage Changes.
See guide Publish Multiple Changes (in One Release) for more information.
Add regulation
Once a regulation has been created in QMS, it can be added to policies, processes and documents.
Important
If you are working in Release Management, click Start Editing to activate release management workflow and access the editing features.
Tip
If the item is part of a larger release (i.e. a release with multiple content updates), leave it marked ‘Ready to Publish’. When you are ready, you can publish it at the same time as your other content updates by accessing the Home tab and clicking Manage Changes.
See guide Publish Multiple Changes (in One Release) for more information.
Tip
For editing the process and document see guides
Export a list of regulations
Regulation information can be exported as an Excel spreadsheet.
Important
To do this a user must have one of the following user permissions:
- Administrator
- Report downloading.
For more information, please see the Manage Users guide.
The spreadsheet will have the following fields:
- Name
- Description
- Created on
- Created by
- Last edited on
- Last edited by
- Approved on
- Approved by
- Change summary
- Next review
- Status
- Version
- Related Roles
- Related Policies
- Related Documents