Creating Sections

In order to make Templates, you will first need to create the sections that you want to include in the template. Click the Sections tab.

Click the + Add button in the top right corner.

Enter the Name and Purpose of the section in the respective text fields at the top of the screen.

Then, select a section type from the Type dropdown list. If the section type you need isn't listed, add a new type by entering a type name in the text field at the bottom of the dropdown list, then click the + Use New Type button.

Begin building the section by selecting field types from the Fields list on the left side. Drag and drop a field card in the column where you want it to appear.

The chart field allows you to add a chart to your documentation, which could be used for a Pre-Run Quality Check Log.



Add a Date field for any sections that need a date associated with it. A user can populate the date field when documenting production by typing the date into the field manually, or by selecting a date from the calendar dropdown.

Add an initial field to your section to allow users to add their initials by any item.

Use the multi-line input field to add a text field that allows for several lines of text. This can be useful for Notes, Special Instructions, or any additional long-form information.

Use the Performer & Verifier fields to add a place for users to sign off on the work they complete.

The signature field provides a place for a user to sign off on a task they complete by drawing their name in the signature box. This includes a space for the user to type their name and title. The date in which the document is signed will automatically populate.

The Steps (Instructions) field can be used to write up a list of steps required for a particular task.

Add a table to a section to display information in a table format, allowing the user to quickly and easily see the data. This option can be useful for listing out equipment or components, reference documents, or any other detailed list of information that would be easier to view in table format.

Use the text input field to add any basic single line text field. You can add a label and placeholder text for the field.

To allow users to upload documents, add an upload field to the section. Users can then click the Upload button to attach a document from their files.

The smart weighing field provides a structured layout for users to enter in ingredient and batch information, record weights and intentional overages, and sign off on the completed task.

The weight/measure field can be used to add a single entry field with an indicated unit of measure.

The SOPs field allows you to select an SOP document from the list and add it as a link in the section.

Use the calculated field option to display an autofilled number based on the result of adding, subtracting, multiplying or dividing the amount indicated in multiple selected fields.

For example, include a field that automatically calculates the expected total yield of a batch by using the sum of the Calculated Weight/Amount fields.

To edit any field card, click the Edit icon on the card. From the Editing panel, you can adjust the display width of the field by device type. Enter a Label and Placeholder Text to appear with the field, to help the user identify what information should be entered in the field when completing the template. Select the checkbox next to Required to make the field required, preventing the user from bypassing the field.

Field types may have additional options to select from in the Editing Panel based on the type of field you are editing. Make all desired selections, then click Save.

To delete a field card, click the Delete button on the card.

As you build the section, you can preview what it will look like once completed by clicking the Preview toggle.

Once you have added all desired fields to the section, click Save. The Section you created will now appear in the Sections list.