How to manage standard texts

Administration › Standards › Standard Texts holds ready-made notes people pick from instead of typing them out — on results, nonconformities, remedials, visit notes and photos.

Steps

1. Pick the list on the left (where the text is Used in) and search if needed.

2. Click Add text, or click a text to edit it.

3. Fill in:

   • Who can use it — A company (everyone in it) or Just me.
   • Title — what people pick from the list, for example No access.
   • Text — the words that go into the notes.
   • Order no. — lower numbers come first. You can also drag texts in the list.
   • Offered on (result texts) — leave empty to offer it on every task, or pick the tasks it applies to.

4. Click Save.