Appendix: Frequently Used Property Codes

Section 1: List of Most Used Codes

The first 3 tables include codes that can be used across all templates, since these fields appear in (almost) all metadata cards.

Field name	Note
Full Title	This will insert the full title of the document you are creating in the format like it is in SimplerQMS.
Document Type	If you wish to break apart the sections of the document title (e.g. in the header of your Master Word) in the order of how it appears in the full title
Document Number
Short Title
Major Version
Site	By including this code in the template, the Site of the Record you will create out of the template will be added
Department	By including this code in the template, the Department of the Record you will create out of the template will be added
Process	By including this code in the template, the Process that the Record you will create out of the template will be assigned to
Initiation date	When the Record was initiated
Initiator	Who initiated the record
Responsible Person	Assigned Responsible Persons name
Author(s)	Assigned Author(s) name
Reviewer(s)	Assigned Reviewer(s) name
Approver(s)	Assigned Approver(s) name
Due Date	When the record is due
Effective Date	When the record becomes effective
Approval Date	When the record was approved (useful in the case of SOPs if they will be released with a later effective date)
Latest Review Date	When the last review cycle was closed
Initiated from Template	Which template the future record will be initiated from – usually added into the left side of the footer

Field name	Note
Audit Finding	List of all related Audit Findings
Audit Plan	List of all related Audit Plans
CAPA	List of all related CAPAs
Change Request	List of all related Change Requests – useful to include in the CR for retirement template if you will be relating a Retire Request and a New Change Request
Continuous Improvement	List of all related Continuous Improvements
Customer	List of all related Customers
Customer Complaint	List of all related Customer Complaints
Document	List of all related Quality Documents
Document Attachment	List of all related Document Attachments – added through the Uncontrolled Attachment function
Equipment	List of all related Equipment
Internal Audit	List of all related Internal Audits
Nonconformance	List of all related NCs
Person	List of all related Person Records
Product	List of all related Product Items
Product Lot Number	List of all related Product Lot Numbers
Project	List of all related Projects
Regulatory Inspection	List of all related Regulatory Inspections
Supplier	List of all related Suppliers
Supplier Audit	List of all related Supplier Audits
Supplier Issue	List of all related Supplier Issues
Template	List of all related Templates
Standard Chapter	List of all related Standard Chapters
Parent Document	Useful in the case od CAPA and CR attachment templates – to show which parent document these were initiated from

Field name	Note
Released Version(s)	Includes a list of all previously released versions
Created from Version	Which version this current version is initiated from
Current Released Version	Which version is the current released version of this record
File Version	Number of file versions created since creation
Version	Number of versions the document went through (including system updates) since creation
Class	Which Class the record belongs to

The following tables will include codes that are specifically useful for:

Field name	Code
Conclusion of Plan	Including these fields in your template will take the paragraph that is written in the metadata card and will include it in the CR document itself, thus avoiding the need to copy and paste from one place to the other.
Conclusion of Closure
Change Priority	Automatically point to the chosen priority level from the dropdown
Change Type	Automatically point to the chosen change type from the dropdown
Change Scope	Automatically point to the chosen elements included into the scope
Document(s) to Update	List of all Documents affected by the Change Request
Template(s) to Update	List of all Templates affected by the Change Request
Product Item(s) to Update	List of all Product Items affected by the Change Request
Document(s) to Retire	List of all Documents affected by the Change Request (retirement)
Template(s) to Retire	List of all Templates affected by the Change Request (retirement)
Product Item (s) to Retire	List of all Product Items affected by the Change Request (retirement)
Due Date	When the record is due
Plan Reviewer	Field specific to the CR – if needed
Plan Approver	Field Specific to the CR – If needed

Field name	Code
CAPA Severity	Automatically point to the chosen severity level from the dropdown
Category	Automatically point to the chosen category from the dropdown
Initial Conclusion	Including these fields in your template will take the paragraph that is written in the metadata card and will include it in the CAPA document itself, thus avoiding the need to copy and paste from one place to the other.
Conclusion of Closure	Automatically point to the chosen change type from the dropdown
Related Recorded Issue	Will point to the Recorded Issue the CAPA is related to
CAPA Attachments	Will point to the CAPA Attachments the CAPA is related to
Initial Reviewer	Field specific to the CAPA – if needed
Initial Approver	Field specific to the CAPA – if needed
CAPA Effectiveness Assessment	Point to the state of the related CAPA Effectiveness Assessment

Field name	Code
Auditee(s) (Supplier)	Will point to the assigned Auditee in the Supplier Audit metadata field
Auditee(s) (internal)	Will point to the assigned Auditee in the Internal Audit metadata field
Auditor(s) (Regulatory Authority)	Will point to the assigned Auditor in the Regulatory Inspection metadata field
Audit Plan List	Includes the list of all related audit plans from the Audit metadata card

Field name	Code
Start Date	Take the set Start Date from the metadata card
End Date	Take the set End Date from the metadata card

Field name	Code
Severity	Automatically point to the chosen severity level from the dropdown
Category	Automatically point to the chosen category from the dropdown
Recorded Issue Type	The type of Recorded Issue Document that is chosen on the dropdown
Quality Assurance Responsible	The name of the person assigned as the Quality Assurance Responsible
Issue Handler	The name of the person assigned as the Issue Handler
Related CAPA	List of all related CAPAs
Result of Audit	The Audit this recorded issue is created from – used for the Audit Findings template
Complaint Receiving Date	The receiving date on Complaints – used for the Complaint template

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