Administration

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Claim Templates

Claim Templates define the baseline turnaround times, discipline milestones, and resolution deadlines for 8D investigations.

Default Templates

Every Fast8D workspace automatically initializes with three default templates, one for each claim target:

  • CUSTOMER: Outbound claims raised by clients.
  • SUPPLIER: Inbound claims issued to vendors.
  • INTERNAL: Non-conformances within your own production facilities.

Customization & Safeguards

  • Customizable settings: Each default template comes pre-configured with baseline milestone durations and required gates. Administrators can customize these settings (e.g., durations, required disciplines, and start triggers) at any time.
  • Non-deletable: Default templates cannot be deleted because every claim strictly requires a template to calculate deadlines and track quality gates.

Custom Templates & Scoping

Administrators can create additional templates under Admin > Claim Templates to match specialized processes:

  • Target-Scoped: Every new template is always scoped to a specific claim target (CUSTOMER, SUPPLIER, or INTERNAL).
  • Global Templates: Available workspace-wide for any claim matching that target.
  • Partner-Specific Templates: For Customer or Supplier targets, templates can be linked to specific partner companies. When opening a claim, Fast8D automatically displays only the global templates and the ones designated for the selected partner.

This approach gives organizations a structured foundation to enforce company-wide quality standards, while providing the flexibility to adapt to strict partner-specific SLA requirements (such as OEM automotive or aerospace standards).