Factorial Documentation

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Organization Settings ​

  Table of Contents

Organization settings control workspace-wide behavior in Factorial. These settings apply across the organization and should be managed by users responsible for administration, quality, or process governance.

Review and Approval ​

An organization configures the approval requirements used for controlled changes. These requirements allow each organization to match Factorial's review workflow to its own quality system. Read more on reviews and approvals.

The procedure review policy sets how many approvals a procedure revision requires before it can be released. The default is one approval. A value of zero allows release without approvals, although outstanding change requests still block release.

Only administrators can change the review policy. A change takes effect immediately, including for revisions already in review. Factorial keeps every earlier policy along with who changed it and when.

Administrators change the required number of approvals on the Settings page under Organization. Other users can view the current requirement there. The policy can also be changed through the API with PATCH /api/v1/review-policies.

The review policy is the only thing that decides how many approvals a revision needs. Asking specific people to review a revision notifies them and puts it in their review center, but it does not add to the requirement.

Approvals from a revision's owner or submitter never count. An organization in which only one person can approve procedures must either add another user with the Approve procedure permission or set the required number of approvals to zero before it can release procedures.

The redline review policy sets how many approvals a work order redline requires before it can be applied. It works the same way as the procedure policy and is changed in the same place: the default is one approval, zero allows applying without approvals, and approvals from the person who opened or submitted the redline never count. Only reviews from users with the Approve redline permission count.

Plugin Approval Requirements ​

Approval requirements for enabling a plugin can only be configured from Organization Settings. A plugin cannot govern the review of another plugin. Plugins may govern reviews for other supported entities by adding automatic review requirements.

Allow/Disallow Projects in Your Org ​

Projects allow one-off work to proceed without a released procedure. An organization can disable projects when its policies do not permit that type of ad hoc execution.

Barcode Templates ​

Barcode templates define the human-readable information printed beside a QR code. Organization settings manage the templates available for supported entity types, such as inventory, tools, and locations. See Barcode Templates for details.

Part Interchangeability ​

Part interchangeability controls whether Factorial automatically creates global substitute relationships for parts in the same part group. The setting provides three options:

  • Off is the default. Factorial does not automatically create global substitutes. Turning the setting off does not remove global substitutes that Factorial created previously.
  • New parts only creates global substitutes when new parts are added to part groups. It does not modify existing parts.
  • Backfill part groups creates global substitutes for parts already assigned to part groups.

Global substitutes may also be managed directly in the parts library. See Global part substitutes for their behavior.

Issue Disposition Types ​

An organization can customize the disposition types available when diagnosing an issue. Factorial provides default disposition types that the organization may adapt to its quality processes.

Enterprise Version Pinning ​

Enterprise organizations can configure whether Factorial follows the latest available release or remains on a selected supported version. See Version Pinning for the available update modes and upgrade behavior.