Adding Post Implementation Tasks for Planned Changes

Purpose

As a Change Owner, you add Post Implementation Task to a Planned Change to document the follow‑up actions required after the work is completed. This ensures all remaining activities are tracked and finished in a controlled manner.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Planned Change

User Profile: Standard User

Extension Package: CQ PLM

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

Record Status: Open

Steps

1. Open the Planned Change.

2. Open the Changes tab. Then open the Post Implementation section and click New.

3. Specify this information:

   • Title
     Specify the title.

   • Description
     Provide description, if applicable.

   • Assignee/Queue
     Specify the assignee.

   • Step
     Enter the Step number.

   • Due Date
     Specify the due date, if applicable.

   • Job Function
     Select the Job Function, if applicable.

   • Allowed Days
     Select the Allowed Days, if applicable.

Level 0 represents an anytime task.

If the Level 0 Step is assigned, then it represents an anytime task, while the other Steps are in open status, then as soon as the lowest level CQ Task gets activated.

4. Click Save. To create a new Post Implementation Task, click Save & New.

Example

Expected Outcome

• The Post Implementation tasks are now listed under the Post Implementation section of the Changes tab.

Troubleshooting

• Check back for new articles

Additional Resources

ComplianceQuest

• Completing Post Implementation Tasks for Immediate Changes