Create a management system
Select frameworks, name the system, and optionally prepare starter documents.
You need workspace administrator access or above in a workspace with Platform and IMS access. Open Management systems, then choose Create system.
Select frameworks and name the system
- Use Find frameworks to search the available standards and frameworks.
- Select at least one framework. Your selections remain selected across searches and pages.
- Reorder the selected frameworks with the move controls. The first is Primary.
- Choose Next, then review System name, Short name, and Description.
- Choose Next to review the frameworks and system identity. Use Edit or Back to correct them before creating the system.
Each selected framework seeds its own sections and requirements. With one framework, identity fields default from that framework. When combining frameworks, enter a system name; the identity fields are not prefilled from one of them.
Decide whether to create starter documents
On the review step, Create starter documents is optional. Leave it off if you want to organize the system before creating content.
If you turn it on, choose the destination and the document groups to include. Choose at least one group or turn starter documents off. You can place content in one eligible project or organize it by domain. Review saved destinations, any overrides, and the option to create projects where needed.
Reuse existing documents links readable documents already made from the relevant templates. Review the older-document reuse policy before continuing. This setting matters when a template has changed since an existing document was created.
Choose Create system once the review is correct. Starter document creation runs after setup. Open the system's Settings and review the starter-document status and skipped work; a created system can still have document work that needs attention.
Recover from incomplete setup work
If setup reports an error, read the message and correct the fields or access it identifies. Avoid creating another system while the current request is still pending. If the system exists but some starter work was skipped, open that system's Settings to review the outcome rather than repeating the full setup.
Check destination project access before retrying document work. The template and destination guide explains domain defaults and system overrides.