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Creating Types

In manage mode, click on ’+ New’ in the left hand sidebar, and select ‘Type’. Screen Cast 2025-06-25 at 2.49.48 PM.gif You can then choose the purpose of your type from the following options.
  • Objects
  • Documents
  • Work Done
  • Files
  • Scripts
  • Charts
Selecting one of these options is an optional short cut, and applies defaults to the type settings. If you do not want any defaults applied, you can create a ‘Custom’ type.

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Customising your Type

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Content

The content of your entity is what you will see on the page when you open a template or instance of this type.
Content typeDescription
Page ContentInformation that exists on a page
Script CodeScript
ChartVisualisation
FileAn uploaded file, eg. a Word Document, PDF, Excel file
noneNo document or page content

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Type Fields

  • Here you can add fields that should exist for all entities of that type. e.g. Date Created, Created By, Effective Date.
  • Any entities of this type that do not have this field will show a warning. This also applies to pre-existing entities, if you are making edits to the type and add a field.
Screenshot 2025-08-27 at 13.09.44.png Screen Cast 2025-06-20 at 12.18.03 PM.gif

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Status Tags

All entities have status tags, and these are different depending on whether the entity is published or in draft. By default, all entities have the following status tags: Screenshot 2025-08-27 at 13.52.37.png These can be edited on the type for both templates and instances. Not only can you change the text and colour - you are also able to add further options for each status. Screenshot 2025-08-27 at 13.53.08.png Status tags of drafts can be changed from the top bar of the entity. the status tag of the upcoming published version can be changed from within the change set. Seal (11).gif

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Creating custom Status Tags on the fly

As you can see in the GIFs above, there is an option when selecting a status tag to + New status tag . This allows you to make a new custom Status Tag while working. Any Status Tags made on the fly will not become options in other entities of the same type. If you wish to add a new option for the whole type, that should be done in the type settings.

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Review Requirements & Checks

You are able to set mandatory review requirements and checks that must pass in order for templates and instances of this type to be published. These requirements can be different for templates and instances.
Learn more about Review Requirements and Checks here.

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Instance settings

In addition to the above, for instances, you can choose whether:
  • Unique titles should be enforced across instances
  • Version numbers are relevant (eg. for instances representing pieces of equipment, you may not care about the version number)
  • Users should be able to select the active version, or if it should always be the latest
Learn more about Active Versions here.

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Converting between Types

Entities can be converted between compatible Types.
  • Click on the 3 dot menu in the top right corner and click convert
  • Select a new Type, and click convert
  • The change in Type will be reflected in the right hand sidebar
Screen Cast 2025-08-27 at 2.10.06 PM.gif This provides the user with greater flexibility when adapting to changing requirements.