Templates

Start fast with pre-built templates.

Templates are ready-to-deploy process definitions for common business workflows. Instead of starting from scratch, pick a template, customize it if needed, and you're live in minutes.

Why Templates?

Every industry has workflows that are fundamentally similar. An engineering change request at an aerospace company looks a lot like one at an automotive company. A supplier audit at a medical device manufacturer shares the same bones as one at a semiconductor fab.

Templates capture these patterns:

• Best practices built in — Field types, step sequences, and routing logic based on real-world usage

• Immediate value — Deploy a working process in minutes, iterate from there

• Customizable — Rename fields, add steps, change routing—make it yours

• Continuously improved — Templates get better as we learn what works across deployments

Available Templates

Quality Management

Non-Conformance Report (NCR)

For documenting and dispositioning defects found during production or inspection.

Steps: Issue Discovery → Documentation → Investigation → Disposition Decision → Corrective Action (if needed) → Verification → Closure

Key fields: Part number, defect type, quantity affected, root cause category, disposition (scrap/rework/use-as-is/return), corrective action description

Use it when: You find a defect and need to document what happened, decide what to do, and track resolution.

Corrective and Preventive Action (CAPA)

For systematic problem-solving when issues require deeper investigation and permanent fixes.

Steps: Problem Identification → Containment → Root Cause Analysis → Action Planning → Implementation → Effectiveness Verification → Closure

Key fields: Problem statement, immediate containment actions, 5-Why analysis, root cause, corrective actions, preventive actions, effectiveness evidence

Use it when: An issue is significant enough to require formal root cause analysis and verified fixes.

Supplier Audit

For evaluating supplier capabilities and tracking audit findings to closure.

Steps: Audit Planning → On-Site Audit → Findings Documentation → Supplier Response → Corrective Action Tracking → Closure

Key fields: Supplier name, audit type (initial/annual/for-cause), checklist scores, findings by category, overall score, corrective action plans

Use it when: You need to qualify a new supplier or conduct periodic assessments of existing suppliers.

First Article Inspection (FAI)

For verifying that a new production run meets all specifications before full production release.

Steps: Submission → Dimensional Inspection → Material Verification → Engineering Review → Approval/Rejection

Key fields: Part number, revision, drawing reference, measurement data, material certifications, engineering sign-off

Use it when: You're validating a new part, new supplier, or new manufacturing process.

Engineering & Change Control

Engineering Change Request (ECR)

For proposing, reviewing, and approving design or process changes.

Steps: Change Request → Technical Review → Impact Assessment → Approval Board → Implementation → Verification → Closure

Key fields: Change description, justification, affected parts/documents, risk assessment, cost impact, approval signatures

Use it when: Someone needs to change a design, process, or specification and you need controlled review and approval.

Document Control

For managing document creation, review, approval, and release.

Steps: Draft → Review → Approval → Release → (Revision cycle)

Key fields: Document number, title, revision, author, reviewers, approvers, effective date, change summary

Use it when: You need formal control over procedures, work instructions, specifications, or other controlled documents.

Design Review

For conducting formal technical reviews at design milestones.

Steps: Review Scheduling → Material Preparation → Review Meeting → Action Item Tracking → Closure

Key fields: Design phase, review attendees, review criteria, findings, action items, decision (proceed/conditional/hold)

Use it when: You need to formally review and approve design progress at key milestones.

Operations & Compliance

Equipment Calibration

For tracking instrument calibration schedules, procedures, and certifications.

Steps: Calibration Due → Calibration Performed → Results Review → Certificate Generation/Failure Handling

Key fields: Equipment ID, type, location, calibration date, next due date, results, technician, certificate number

Use it when: You need to maintain calibration records for measurement equipment.

Training Record

For tracking employee training assignments, completions, and certifications.

Steps: Assignment → Training Completion → Verification → Certification

Key fields: Employee name, course/procedure, assignment date, completion date, trainer, verification method, expiration date

Use it when: You need to document that employees have been trained on procedures or equipment.

Customer Complaint

For logging, investigating, and resolving customer-reported issues.

Steps: Intake → Investigation → Response Preparation → Customer Communication → Resolution Verification → Closure

Key fields: Customer info, complaint details, product/service affected, investigation findings, response sent, resolution, customer satisfaction

Use it when: A customer reports a problem and you need to track it through investigation and resolution.

Audit Finding Tracker

For managing findings from internal or external audits through corrective action.

Steps: Finding Logged → Response Due → Corrective Action → Evidence Submission → Verification → Closure

Key fields: Audit reference, finding description, category, responsible party, due date, corrective action, objective evidence

Use it when: You receive audit findings that require tracked corrective action.

Purchase & Vendor Management

Purchase Request

For requesting, approving, and tracking purchases.

Steps: Request Submission → Approval Routing (based on amount) → Procurement → Receipt → Closure

Key fields: Item description, quantity, estimated cost, justification, approver, PO number, vendor, actual cost

Use it when: Someone needs to buy something and it requires approval.

Vendor Qualification

For evaluating and approving new vendors before they can be used.

Steps: Vendor Application → Document Review → Assessment → Approval Decision → Onboarding

Key fields: Vendor name, products/services, certifications, financial info, assessment score, approval status

Use it when: You need to qualify a new vendor before placing orders.

Using Templates

Deploy As-Is

If a template fits your needs, deploy it directly. You'll have a working process in minutes.

Customize First

Want different field names? Additional steps? Different routing logic? Modify the template before deploying.

Learn and Adapt

Start with a template, use it for a while, then adjust based on how your team actually works.

Template Best Practices

• Start with the closest match Even if a template isn't perfect, it's faster to modify than to start from scratch.

• Rename for your context Change "Part Number" to "SKU" or "Item Code" if that's what your team calls it.

• Add your specific fields Templates cover common needs. Add fields for information unique to your business.

• Adjust routing thresholds The approval limits in templates are examples. Set thresholds that match your policies.

• Enable relevant automations Templates may include automations that are disabled by default. Turn on the ones you need.

Request a Template

Don't see what you need? Templates are continuously expanding based on customer needs. Describe the process you're looking for, and we'll help you get there—either by customizing an existing template or creating something new.

Next Steps

→ Processes — Understand the building blocks
→ How It Works — See the deployment flow
→ Fields Reference — All available field types