Cloning Change Requests

Purpose

As a Change Requestor, clone a Change Request to reuse information from an existing record for a similar change.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Change Request

User Profile: Standard User

Permissions: CQ Base User PSG and CQ Change Requestor PSG

Record: Change Request in any Status

Steps

1. Open the Change Request tab.

2. Select the Change Request to clone.

3. Select Clone from the Action Menu.

4. Specify this information:

   • Title
     Specify the change title.

   • Priority
     Specify the Priority.

   • Description
     Provide a description.

   • Change Category
     Specify the Change Category.

   • Target Completion Date
     Specify the target completion date, if applicable.

   • Justification
     Provide justification.

   • Org. Division
     Specify the Org. Division, if applicable.

   • Org. Business Unit
     Specify the Org. Business Unit, if applicable.

   • Org. Region
     Specify the Org. Region, if applicable.

   • Org. Site
     Specify the Org. Site, if applicable.

   • Department
     Specify the Department, if applicable.

   • Product
     Specify the Product, if applicable.

   • Process
     Specify the Process, if applicable.

   • Additional Impacts
     Specify the additional impacts of the change, if applicable.

5. Click Save. To create a new Change Request, click Save & New.

Expected Outcome

• The Change Request is created and assigned a unique number.

• The Change Request Stage is set to Draft.

• The Change Request Status is set to Draft.

• The Change Request Owner is set to the user who created it.

• The Submit button appears in the Next Best Actions section.

Additional Resources

ComplianceQuest

• Creating Change Requests