Creating Planned Changes

Purpose

As a Change Owner, you create Planned Changes to document modifications that can be scheduled and reviewed before implementation. This task records the reason for the change and supports a structured evaluation of the proposed impact.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Planned Change

User Profile: Standard User

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

Record Status: Draft

Steps

1. Open the Change Order tab. Then click New.

2. Select Record Type: Planned Change. Then click Next.

3. Specify this information:

   • Title
     Specify the Change title.

   • Priority
     Specify the Priority.

   • Description
     Provide a description.

   • Change Category
     Specify the Change Category.

   • Submitted By
     Specify the Submitted By, if applicable.

   • Submitted Date
     Specify the submitted date.

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

   • Justification
     Provide a change 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.

   • Initial Assessment Answers
     Specify the Initial Assessment Answers.

   • Impact Assessment Required
     Specify the Impact Assessment Required.

   • Impact Assessment Approval Required
     Specify the Impact Assessment Approval Required

   • Plan Approval Required
     Specify the Plan Approval Required.

   • Change Order Approves Documents
     Specify the Change Order Approves Documents.

   • Approval Matrix
     Specify the Approval Matrix of the change, if applicable.

4. Click Save. To create a new Planned Change, click Save & New.

Change Category can drive the types of changes needed in the Quality system. CQ provides default Change Categories with the CQ baseline product.

Expected Outcome

• The Planned Change record is created with a unique number.

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

• Initial Assessment Questions and Answers on the Details tab.

• Once the Planned Change moves to the Impact Assessment stage, the output of the Initial Assessment execution can be viewed in the Impact Assessment Executions section under the Impact Assessment tab.

• Submit button appears in the Next Best Actions section.

Optional Configurations

• Approval Matrices

• Initial Impact Assessment

• Change Categories

Additional Resources

ComplianceQuest

• Submitting Planned Changes

• Initiating Planned Changes