Submitting Planned Changes

Purpose

As a Change Owner, you submit a Planned Change to start the review and approval process for a proposed modification. This step confirms that the change details are complete and ready for evaluation.

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 Planned Change record.

2. Click Submit in the Next Best Actions section.

3. Provide a Comment and specify the Password.

4. Click Save.

Example

Expected Outcome

• The Planned Change has moved to the Triage Stage.

• An email notification is sent to the Change Order Queue.

• The Owner field is now set to CQ Change Queue or CQ Urgent Change Queue based on the selected Priority.

• Submitting Change Order activity appears on the History tab.

Optional Configurations

• Queues

Additional Resources

ComplianceQuest

• Triaging Planned Change

• Voiding Planned Change