Adding Change Plans

Purpose

As a Change Owner, you add Change Plans to document the actions required for a Planned Change and assign them for implementation. This ensures each action is defined to the appropriate assignee.

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

1. Open the Planned Change record.

2. Click the Guide Me button in the Next Best Actions.

3. Click the New Plan button on the Plan Section.

4. Specify this information:

   • Type
     Specify the Change Type

   • Title
     Specify the Title.

   • Step
     Specify the Step number.

   • Due Date
     Specify the Due Date.

   • Job Function
     Specify the Job Function.

   • Allowed Days
     Specify the Allowed Days.

   • Assignee or Queue
     Specify the Assignee or queue.

   • Description
     Specify the Description

   • Controlled Document
     Specify the Controlled Document for the Revise Document and Obsolete Document tasks.

Planned Change supports up to 199 Plans.

Expected Outcome

• All Change Plan tasks are now listed on the Plan section of the Changes tab.

• The Planned Change remains in the Open Status and Plan Stage. 

• Once all Change Plan tasks have been added to the Plan section, the Planned Change is ready for Plan Approval. 

• Edit and Delete options are available from the drop-down arrow at the end of each Plan row.

• Email Notification is sent to the Planned User/Queue Member.

• Additional Plans can be added by clicking again on the Guide Me button.

Troubleshooting

• Check back for new articles

Additional Resources

ComplianceQuest

• Submitting Approval for Change Plans