Releasing Planned Changes

Purpose

As a Change Owner, you release Immediate Changes to confirm all urgent actions and follow‑up tasks are complete and ready for final closure. This ensures the change is finished and documented in a controlled manner.

Prerequisites

Installation Package: CQ Core

User Profile: Standard User

Product: QualityQuest

Function: Immediate Change

Extension Package: CQ PLM

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

Record Status: Complete

Steps

1. Open the Immediate Change record.

2. Click Release in the Next Best Actions section.

3. Enter the Effective Date.

4. Provide a Comment and Password.

5. Click Save.

Example

Expected Outcome

Releasing Without Post Implementation

• The Immediate Change moves to the Closed Stage and Closed Status with a Workflow Status of Immediate Change Approved.

• If the Effective Date is in the future, the Immediate Change moves to the Pre‑Release Stage.

• The Resolution Code displays as Effective, and the Effective Date populates on the Details tab after release.

• The Closing Change Order activity appears on the History tab.

Releasing with Post Implementation

• The Immediate Change moves to the Released Stage with a Workflow Status of In Progress.

• The Post Implementation Task displays in Open status on the Changes tab.

• The Releasing Change Order activity appears on the History tab.

Document Changes

• Documents will now move to the Prerelease Queue and will later move to the Current Status once the Effective Date is met.

• At any time, Document Owners can modify the Effective Date from each Document to manually move the Document to the Status of Current.

Additional Resources

ComplianceQuest

• Closing Immediate Changes