In one sentence
An NCR template is a reusable starting point for a common non-conformance type — supplier defect, customer complaint, calibration miss — that pre-fills the severity and puts your instructions in front of the person raising the record.
- A template pre-fills and guides — it never locks. Every field stays editable; the record belongs to the person raising it from the first keystroke.
- Severities come from your org's configured list, the same one the NCR create form uses — not a hardcoded Minor/Major/Critical.
- Templates are optional. With none defined, the create form looks exactly as before.
Creating templates (admins)
Open Admin → Non-Conformances → NCR Templates. You'll need the Manage modules permission (the default Admin role has it).
Each template has:
- Name — what users see on the picker chip (e.g. Supplier defect, Customer complaint).
- Description — a one-liner shown under the template name when it's applied.
- Default severity — picked from your org's configured NCR severities. Optional; leave it unset and the create form's normal default applies.
- Instructions — free-text guidance shown above the form when the template is applied: what to check, what evidence to gather, who to notify.
Each row on the admin page also has a New NCR from this template shortcut that jumps straight to the create form with that template applied.
A template holding a severity your org no longer configures shows it as "(no longer configured)" on the admin page rather than silently pretending it's still valid — the same retired-vocabulary rule used elsewhere in QFormance. Edit the template and pick a current severity.
Using a template
On New NCR (/non-conformances/new), any templates your org has defined appear as Start from a template chips above the form. Click one and:
- A banner shows the template's name, description, and instructions — guidance you can read while filling in the form.
- The severity field is pre-filled with the template's default severity (if it has one).
- Everything else is yours to fill in as usual. Nothing is locked, and a Clear link on the banner drops the template if you picked the wrong one.
Templates don't appear when the NCR is being raised from an audit finding — those records pre-fill from the finding instead.
What a template is not
- Not a workflow. A template doesn't change approval routing, mandatory-evidence rules, or anything after creation — it only shapes the starting point.
- Not a lock. The person raising the NCR can override the pre-filled severity and ignore the instructions. The template is guidance, not enforcement.