Submitting Immediate Changes for Approval

Purpose

As a Change Owner, you submit Immediate Change Approval to record your decision and move the urgent change forward in the review process.

Prerequisites

Installation Package: CQ Core and CQ Approval

User Profile: Standard User

Product: QualityQuest

Function: Immediate Change

Permissions: CQ Base User PSG and CQ Change Order Owner PSG

Approvers: Minimum of one assigned

Record Status: Open

Steps

1. Open the Immediate Changes record.

2. Click Submit for Approval in the Next Best Actions section.

3. Select the Workflow tab and verify the Approval Status is now set to In Approval.

Expected Outcome

• Immediate Change Approval Status is In Approval.

• Email Notification is sent to approvers.

• Document Changes task Status is Submitted for Approval.

• The Submitting Change Order for Approval activity appears on the History tab.

• The Approve and Reject buttons appear in the Next Best Actions section.

Optional Configurations

• Queues

• Job Functions

Additional Resources

ComplianceQuest

• Defining Approvers

• Recalling Approvals

• Reassigning Approvers

• Completing Approval for Immediate Changes