Rich Text

1. Introduction

The Rich Text field in Unifize allows you to enter and format detailed, multi-line responses directly within a checklist. It provides formatting tools—like bold, lists, and links—that help structure your input clearly, making it easier for reviewers and auditors to understand your entries.

This field is especially useful when writing investigation notes, summarizing actions, or documenting technical observations that require emphasis, structure, or clarity.

---

2. How Rich Text works

You will see a “Add Rich Text” button inside one of the checklist section when interacting with a checklist a Rich Text field. Clicking this opens a text editor with a formatting toolbar. You can:

Function	Description
Bold	Highlight key points in bold
Italic	Emphasize text using italics
Underline	Underline specific terms or sections
Insert link	Add clickable links to documents, resources, etc.
Bulleted list	Create unordered lists for clarity
Numbered list	Create step-by-step instructions or ordered items
Text color & highlight	Use color or highlight for visual emphasis

---

3. How Rich Text helps you

Rich Text gives you control over how your response is communicated. Instead of entering long, hard-to-read paragraphs, you can use formatting to break your content into logical, readable chunks.

Where you might use it:

• Writing CAPA effectiveness summaries

• Adding deviation justifications

• Documenting test protocols

• Providing investigation details

• Adding follow-up notes to SOPs

Why it helps:

• Makes long responses easier to read and understand

• Allows you to emphasize critical information

• Helps reviewers quickly identify key points

• Reduces miscommunication and formatting errors

---

4. Technical workflow

Here’s how Rich Text fits into your checklist completion process:

1. The checklist will show a Rich Text field if the admin has configured one.

2. If the field is visible and editable, click “Add Rich Text” to open the editor.

3. Enter your content using formatting tools as needed.

4. Click “Done” to save your changes.

5. If the field is set to be mandatory, you must enter content before submitting the checklist.

6. If the field is conditionally visible or editable, it may appear or become editable only under certain record statuses or field conditions (e.g., only after a failure is logged).

Note: Some fields may be locked, hidden, or auto-required based on logic set by your admin.

---

5. Roles and permissions

Role	Permission
Org Member	Can view, add, and format content in Rich Text fields—only if the field is editable
External Member	Can interact with Rich Text fields only if made visible and editable by the admin
Admin	Not applicable for daily use—admins configure field behavior through field settings

Note: If you're unable to see or edit a Rich Text field, it might be due to checklist logic based on your role, current status of the record, or field conditions.

🖊️Edit this page