Purpose
As a Change Order Owner, you can add Impact Assessments when no predefined Change Model exists for the selected Change Category or when you need to include additional assessments beyond those defined in the selected Change Model.
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: Open
Steps
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Open the Planned Change record.
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Open the Impact Assessment tab. Then open the Impact Assessments section and click New.
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Specify this information:
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Change Order
Defaults to the current Change Order. -
Status
Defaults to the Draft. -
Task
Defaults to the Draft. -
Step
Enter the Step number. -
Due Date
Specify the due date, if applicable. -
Name
Specify Task Name. -
Allowed Days
Select the Allowed Days, if applicable. -
Assignee/Queue
Specify the assignee/queue. -
Job Function
Select the Job Function, if applicable. -
Description
Provide description, if applicable. -
Comment
Provide Comment, if applicable.
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If the Level 0 step is assigned then it represents an anytime task, while the other WF steps are in open status then as soon the lowest level CQ Task gets activated.
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Click Save. To add another Impact Assessment, click Save & New.
Expected Outcome
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Impact Assessments are added to the Planned Change.
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Impact Assessment Status is in Draft.
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Impact Assessment Edit and Delete actions are available.
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Email notification is sent to the User/Queue.
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All Impact Assessment tasks are now listed under the Impact Assessments section of the Impact Assessment tab.
Optional Configurations
Additional Resources
ComplianceQuest
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Initiating Change Impact Assessment