Record Types

The Record Types page displays the Record types organized in a hierarchical tree structure, where the top level represents form types such as ‘Incident’ or ‘CAPA’. These top-level form types are based on forms designated as ‘main topic’ within the Form Settings. Categories beneath each form type are automatically mapped to their corresponding form. The system includes Form (Entity) Type Management, where the available form types are hardcoded and cannot be added or removed through the user interface. However, users can rename these forms via the Form Management section. Under Type and Subtype Management, users can add, edit, or delete record types and subtypes within each category. Each record type is automatically linked to the same form associated with its parent category.