This support article is divided into four sections. Click on the links below to navigate to the relevant section.
Add new regulation | Edit existing regulation|Link regulation|Export a list of regulations
| Applicable to | Centro QMS/QMS Starter, Centro KMS |
| NOT applicable to | Centro ESSENTIALS |
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.
1. Access the Policies tab and click Regulations.
2. Click Add New Regulation.
A release management workflow appears. Click OK to start editing.
3. Fill out the relevant sections of the form and click Save.
|
Field |
Description |
|
Regulation name |
The title of the regulation |
| Description | Link to the regulation |
|
Other fields |
All other fields are optional |
|
IMPORTANT |
|
Once you have saved the regulation, a window will appear to add sections to the regulation. This is entirely optional and you can leave these fields empty. |
Edit existing regulation
1. Click on the regulation you want to edit to open it.
Please note: If the regulation has already has a draft version (or a version that is awaiting approval/publication), please open this version to edit and not the older published version.
2. Click Start Editing to activate edit mode. If the regulation is already marked 'Awaiting Approval' or 'Ready to Publish', open it and revert it to a draft. Once the regulation is marked 'Draft' you can make your changes.
3. Your release management workflow appears. Write a summary of what you intend to change (you can edit this summary later) and click OK to start editing the regulations.
4. Click Edit and make the necessary changes.
|
Tip |
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Usually, you will simply need to write a name for the regulation and a description (which includes a link to the legislation). All other fields are optional. |
5. Click Save to commit all changes. Your regulations are saved as a draft. We recommend that you make all your changes when the regulation is in a draft state. You can move to the approval stage after you have made all intended changes.
Link regulation
Once a regulation has been created in the web app, it can be linked to policies, processes and documents.
1. Open the relevant policy/process/document , access Overview subtab and click Edit to activate the editing interface.
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IMPORTANT |
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If you are working in Release Management, click Start Editing to activate release management workflow and access the editing features. |
2. Scroll down to the Related Regulations section and click Link to.
3. Use the search bar to find the relevant regulation and click Select.
4. Check that your related legislation is visible in Related Regulations.
5. Scroll up and click Save.
Export a list of regulations
Regulation information can be exported as an Excel spreadsheet.
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IMPORTANT |
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To do this a user must have one of the following user permissions:
For more information, please see the Manage Users guide. |
1. Open regulations in list view and click Download.
2. Click on the dropdown menu. Select the option to download regulations with version information.
3. Click Download.
4. Click Open. This will download the spreadsheet onto your computer.
5. View the spreadsheet information.
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