Creating and Managing WPS
Records

4.1 Create New WPS Modal

Screen Overview

Purpose: Start a new WPS specification.
When to use: No suitable template or existing WPS to
copy.
Related workflows: Empty WPS, pre-fill from PQR,
pre-fill from template.

Screenshot

Field Reference

Field	Description	Required
Project	Target project site	Yes
WPS Number	Full WPS identifier	Yes
WPS Number (Short)	Abbreviated reference	No
Pre-fill source	Empty / PQR / Template	No

Action Buttons

Button	Description
Cancel	Close without creating
Create WPS	Validate and open new draft in editor

User Instructions

1. Click + Create New WPS.
2. Select Project and enter WPS
   Number.
3. Optionally choose a pre-fill source (see §4.2 and §4.3).
4. Click Create WPS.
5. Complete the editor tabs and save.

---

4.2 Create from PQR

Screenshot

Field Reference

Field	Description	Required
Select PQR	PQR record to copy values from	Yes (when PQR selected)

User Instructions

1. In the create modal, select Start from PQR.
2. Choose the PQR from the dropdown.
3. Click Create WPS.
4. Review pre-filled values on all editor tabs; adjust where
   needed.

---

4.3 Create from Template

Screenshot

Field Reference

Field	Description	Required
Select template	Saved WPS template	Yes (when template selected)

Templates are created from the editor via Actions → Save as
Template.

---

4.4 Use for
Project (Master Template → Project Copy)

Screen Overview

Purpose: Create a draft project
copy from an approved master template WPS. The
copy follows its own review/approve cycle for the target project,
including customer signatures if configured.
When to use: A company-standard WPS (master) must be
deployed to a specific project.
Prerequisite: Source WPS must be
Approved, flagged as Master template,
and user needs Insert right.

How to open

1. On the WPS list, locate a row with the blue Master
   badge and Approved status.
2. In Options, click the blue Use for
   project button (share icon).

Modal fields

Field	Description	Required
Doelproject (Target project)	Project that receives the copy	Yes
WPS Number voor de kopie	WPS number for the copy; leave empty for auto-number	No
PQR-koppelingen meenemen	Copy linked PQR documents to the project copy	No (checked by default)

Action Buttons

Button	Description
Cancel	Close without copying
Projectkopie maken	Create draft copy and open editor

User Instructions

1. Identify the approved Master WPS on the list.
2. Click Use for project.
3. Select the target project.
4. Optionally set a WPS number or leave blank for automatic
   assignment.
5. Confirm whether PQR links should be copied.
6. Click Projectkopie maken.
7. Complete project-specific fields, run review/approve for that
   project.

Master templates remain unchanged. Each project copy is an
independent draft WPS.

---

4.5 Delete WPS Confirmation

Screen Overview

Purpose: Confirm permanent deletion of a
draft WPS.
When to use: Remove an erroneous or obsolete
draft.
Restriction: Only Draft status;
approved/review WPS cannot be deleted.

Screenshot

Action Buttons

Button	Description
Cancel	Keep the WPS
Delete	Permanently remove (cannot be undone)

User Instructions

1. On the list, find a Draft WPS.
2. Click the red Delete icon in Options.
3. Read the warning: This action cannot be undone.
4. Click Delete to confirm, or Cancel
   to abort.

---