I don't understand the difference between a template and a form.
You can create a document type to which you upload a template. Then, based on that document type, which includes a template, you can create documents within the system, and every time you create a document, it will be based on that specific template. Every time you update the template in the document type settings, the new documents that are created based on that document type will have the corresponding updated template.
You can also use that same document template when you create a document. Then you can upload the same template. It's the same form but without the variables for sign-off. Why? Because when it's created as a document, you can download it or print it and fill it out manually.
Not all forms are reviewed or approved by a second person or QA. Can you skip the workflow so that only the person filling out the form has to sign?
Right now you can, it's not mandatory, so you can leave out the reviewer/approver in QA, and just have the creator of the record sign off.
I really like the records module, but it's a pity that it's not possible to make a new version of a form that is in use. Do you plan to foresee this option in the future?
That's true. Right now you cannot force review the form and then have a new version. It is on our roadmap to have that in the future.
For now, what I would recommend is always clearly identifying the title of the form. I know other customers are using this by simply adding the version in the title of the form.
And always ask people to use the latest version, or even put the current version in the title itself.
Can users from different departments fill out the specific section of the form? Such as R&D entering product formulation related, supply chain packaging details, regulatory UDI data, etc.
Currently, only one person can edit the forms in Scilife. This person will be the Creator as well as the Author of the form. You can assign Reviewers, Approvers, and QA to the workflow too but these will not be able to edit the form, only sign off or reject it back to the Author of the form.
Can the form (as a document type) be connected with the EQ module (like with Product and Services)?
You can link the form to a specific Equipment or Equipment type by adding the corresponding Scilife field to the form.
Are there any limits for the number of fields on the form?
In Records Management, there is no specific limit on the number of fields you can have on a form. You can add as many fields as you need to capture the necessary information.
Can a Form be filled out in ink and then uploaded into Scilife?
The purpose of the records tool is to fill out the record digitally, that being said, you can create a file field and add it to the form, making it possible for the person filling out the form to upload any document that was filled out by hand as an attachment.
Can records be included in the training module?
Records cannot be added to the training module at this point. The Training tool is more focused on training on the Documents created in the Documents tool. You can, however, link a Training to a record by adding the Training field (Scilife field) to the form itself.
Is it possible to make a 2nd edition of a filled-out Record?
You can edit a record as many times as you need, just like with documents, every time you save a new version of the record it will be stored in the versions tab of the Records Details page where you can view the entries and keep track of changes made at any point. Once the form is published you cannot force review it and have a new version. For documents where this is intended it is better to use the Documents tool instead.
Is it possible to export a list of Records (like for documents), with the information in the record?
To extract the details of a record, you can configure a template in the Documents tool, including all the variables that are included in the record. You will then be able to extract the data individually for each record, by using this template. It is currently not possible to extract a spreadsheet with all the fields of the records.
Will all the Records have the same title? How can you find a specific checklist when there are several records?
You can search for them by ID and date published.
Will it be possible in the future to add custom columns to the records listing page and be able to filter on them? To be able to search records more easily, is it possible in the events module for example?
It is on the roadmap to make changes to the listing pages, the feature that you are suggesting will most likely be among the improvements.
