Submitting Change Requests

Purpose

As a Change Requester, submit a Change Request to send completed information for review and approval. This step moves the proposed change forward in the controlled review process.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Change Requests

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Change Requestor PSG

Record Status: Draft

Steps

1. Open the Change Request record.

2. Click Submit in Next Best Actions section.

3. Provide a Comment and specify the Password, if applicable.

4. Click Save.

Expected Outcome

• The Change Request Stage is set to Triage.

• If queues are used, then the Change Owner is set to CQ Change Request Queue or CQ Urgent Change Request Queue, based on the selected Priority

• If queues are not used, then the Change Requestor is set to the Change Owner, and the next step appears in the Next Best Actions section.

• An Email Notification is sent to Queue users, if applicable.

• The Submitting Change Request activity appears in the Change Record Activities section on the History tab.

Optional Configurations

• Queues

Additional Resources

ComplianceQuest

• Triaging Change Requests

• Voiding Change Requests