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Provides easy access to all approved/effective documents and training records within the system. If users need to complete a task, they can click the “Complete Training” button to go directly to it. Documents Hierarchy The Document Hierarchy contains the last 200 modified controlled documents and training materials, grouped by document type and organized by month […]
Flexi Table
Flexi Table assists in displaying additional information related to the record in a table format. Flexi tables are added as tabs to the record. Each tab can hold multiple tables. Table Types Simploud offers various types of tables: Items: Used for reference information without creating tasks or additional records in the parent object. Files: This table allows […]
Form
The “Forms” component grants the ability to attach smart forms to the record, such as decision trees, checklists, questionnaires, surveys, and other use cases that require structured forms to be filled out by users. Examples of use cases: Customer Feedback Questionnaire Training Completion Checklist Equipment Maintenance Periodic Check. The form can be displayed on the […]
Alerts
The Alerts Component allows users to customize alerts for each object based on specific conditions and parameters. Notifications for alerts can be sent via email or displayed on the record. How It Works These conditions are based on the values of specific fields within an object’s record. Users define the conditions that will trigger an […]
Files
The “Files” component is available on each record page, enabling users to upload and manage files associated with a particular record. After uploading an item, a list of all files will appear inside the component. Note: This feature is not for Controlled Document management Uploading 1. Click on “Upload Files” and choose the file 2. Wait for […]
Audit Trail
The Audit Trail component is located at the bottom of each record page. It diligently logs every modification made to the record, providing in-depth details of each change, including who made it, when, and what the previous value was. This enables tracking the history of changes and ensures a reliable and secure audit of data […]
Chat Point
The “Chat Point” feature enables users who have access to a particular record to communicate in real time. To tag a person, use the “@” symbol followed by their name. Once a user sends a message, they are automatically included in the chat and will receive notifications about any new messages. Text Box Icons
Prints
The “Prints” component allows users to easily print the information gathered in the record and its audit trail. The print layout is predefined by the system admin and can be easily configured. Print Opens the preview window to print the record metadata like any standard PDF document. Audit Trail Opens the preview window to print the […]
Related Items
The “Related Items” component links different records in the system. It lets users either create a new record or link an existing one to a related object. For example: CAPA and Complaint. Quality Event and CAPA. In different statuses, we can see various related items. https://support.simploud.com/wp-content/uploads/2025/10/Related-Items-V2.mp4#t=1 Creating a New Item 1. Click on the + icon […]
Tasks
A task is an engine of the system, used for controlling the system.It enables record owners to assign user tasks, track overdue tasks, and filter out completed ones. In Simploud, we have 3 types of tasks: General Task Training Task Workflow Task Workflow Tasks: These tasks control the record’s lifecycle and are created after a status […]