For QM documentation, teamspace ships with templates for the typical document types. You create a document from one via Actions → New document in the file management and then bring it into the review/approval flow (see Have a document reviewed and approved). This reference explains what each template is for.
ℹ Note (Review). The list of templates comes from the product description on teamspace.de. Which templates are set up in your installation depends on the configuration (
System/Templates, see Set up document management). The labels have not yet been checked against the live interface (last_verified: null).
The templates as a lifecycle
Many templates together map out the path of an undertaking – this is how you turn a concept step by step into a project proposal and beyond:
Idea → Proposal → Approval → Status report → Acceptance / Project gateSo you don’t start from scratch every time; instead, you create the next stage from the matching template and carry over the contents of the previous one (background: Understand document management).
The templates
| Template | What it is for | Typical step in the flow |
|---|---|---|
| Idea | First sketch of an undertaking or an improvement – still non-binding. | Collect & submit |
| Proposal | Formal request to approve or start something. | Submit → Review |
| Approval | Documented approval decision on a proposal. | Approval (validation) |
| Status report | Interim status on an undertaking or project. | Report |
| Acceptance | Formal acceptance of a result or deliverable. | Closure & validation |
| Task list | Structured list of the items to be completed. | Steer implementation |
| Process description | Description of a flow/process – the heart of the QM documentation. | Control → Acknowledgement |
| Work instruction | Binding guidance for a specific activity. | Control → Acknowledgement |
| Project gate | Decision point (gate) in the course of a project – continue or stop. | Quality-gate decision |
How to use a template
- In the file management, choose
Actions→New document. - Select the matching template; teamspace fills some placeholders automatically from the context.
- Fill in the document and – depending on the document type – have it validated or distribute it for acknowledgement.