Swap documentation templates

Swap between different versions of your model documentation or validation report templates within the ValidMind Platform. Switch to a completely different template, or apply another version of your current template.

• When swapping templates, only the document structure is changed. Any modifications that you might have made to content is preserved inside each content block or section.
• If you are not sure which template or which version of a template your model documentation or validation report is using, you can also check and compare between different templates and versions of templates.

Prerequisites

• You are logged in to ValidMind.
• You are a Developer or Validator, or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

View current templates

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.²

3. In the left sidebar that appears for your model, click Documentation, Validation Report, or Ongoing Monitoring.

4. On your Document Overview. Validation Report Overview, or Ongoing Monitoring page, locate:

   • document template — Lists the template used for model documentation.³
   • validation report template — Lists the template used for validation reports.⁴
   • ongoing monitoring template — Lists the template used for ongoing monitoring plans.⁵

5. Click on the named version of the template, then select View Template Details to open the details for the template applied to that model.

² Working with the model inventory

³ Working with model documentation

⁴ Preparing validation reports

⁵ Ongoing monitoring

Swap templates

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁶

3. In the left sidebar that appears for your model, click Documentation, Validation Report, or Ongoing Monitoring.

4. On your Document Overview, Validation Report Overview, or Ongoing Monitoring page click on the named version of the template under:

   • Document Overview — document template⁷
   • Validation Report — validation report template⁸
   • Ongoing Monitoring — ongoing monitoring template⁹

5. Select Update Document Template:

   • Under template, choose a new template to switch to.
   • Under version, choose a different version of the same template to switch to.

6. Review the differences between the switched templates or template versions to confirm that you want to apply those changes.

7. Click Apply Changes to Template to complete the swap.

⁶ Working with the model inventory

⁷ Working with model documentation

⁸ Preparing validation reports

⁹ Ongoing monitoring

What’s next

• Customize documentation templates
• Working with model documentation