Administration

Administration is where the product development process is configured: who has access, how records are structured, how they move through their lifecycle, and how the system behaves. Start from a template modeled on best practice, then tailor it to your environment.

Administration is organized into eight groups, each documented below.

Organization

• Users — inviting and managing accounts
• Groups — organizing users into reusable sets
• Roles & permissions — what users can do
• Approval rules — defining approval chains
• Pending approvals — monitoring sign-offs in flight
• Set up users, roles & permissions — a step-by-step walkthrough from defining roles to invited, access-controlled users

Projects

• Projects — creating and organizing projects
• Project permissions — per-project access
• Module access — which modules a project uses
• Create & organize projects — create projects, organize with folders, archive completed work, and govern each from the start

Configuration

• Item types & fields — the structure of records
• Model configuration — the architecture modeling language
• Picklists — reusable option lists
• Lookup matrices — table-driven values
• Relationships — link types and trace rules
• Workflows — states, transitions, and controlled statuses
• Test configurations — environments and platforms
• Configure item types, fields & workflows — a step-by-step walkthrough from a new record type to a controlled workflow
• Configure relationships & trace rules — define the link types and rules that govern the trace thread, then confirm it end to end

Content

• Releases configuration — organization-wide release oversight
• Item & document templates — reusable record and document structures
• Report templates & permissions — report templates and access
• Macro library — reusable content snippets
• Review center — review defaults and templates
• Create reusable templates — build item and document templates and the macros that keep content consistent

Compliance

• Compliance frameworks — regulatory standards and data integrity
• Training configuration — courses, assignments, requirements
• Compliance verification — coverage rules and checks
• Quality analysis — quality scoring rules
• Tag management — tags and tag categories
• Set up a compliance framework — enable regulatory standards, configure data integrity, and apply frameworks to projects
• Configure electronic signatures & sign-off — gate controlled states behind approval chains and confirm the Part 11 signing act

Access control

• Lock management — overseeing record locks
• Access rules — how access is resolved and enforced
• Govern access with roles, projects & modules — design a role baseline, adjust per project, and scope module access
• Manage record locks — see what’s locked, by whom, and clear stuck locks with an accountable override

Audit & system

• Audit logs — reviewing and exporting the audit trail
• System settings — identity, branding, formatting, policies
• Dashboards — available widgets and defaults
• Email notifications — delivery, templates, and events
• License management — license, seats, and usage
• Scheduled jobs — recurring background work
• System logs — operational logging
• Review & export the audit trail — filter the consolidated trail and produce a defensible export for an inspection
• Configure email notifications — set up SMTP delivery and the events and templates behind notification emails
• Configure organization identity & settings — set branding, localization, record IDs, the email sender, and governance policies
• Configure dashboards — curate available widgets and set sensible defaults across the organization
• Manage your license & seats — activate your license key and track seats, usage, and expiry
• Oversee scheduled jobs — review scheduled background work, its cadence, and run history

Integrations

• Data import — administering data brought into the platform
• API access — API keys for programmatic integration
• Administer data imports — keep imports on a governed path and use import history for provenance
• Set up API access — create named, project-scoped API keys and revoke them cleanly