Adding Related Risk for Planned Changes

Purpose

As a Change Owner, you add Related Risk to an Planned Change to document any risk that may be affected by the urgent action. This ensures the change remains aligned with quality and safety requirements.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Planned Change

User Profile: Standard User

Extension Package: CQ PLM

Permissions: CQ Base User PSG, CQ Change Order Owner PSG, CQ Risk Owner PS

Record Status: Any Status prior to Close

Steps

1. Open the Planned Change record.

2. Select Create Related Risk on the Action Menu.

3. Specify this information:

   • Title
     Title defaults to open record name.

   • Risk Description
     Specify the description.

   • Risk Category
     Select the Risk Category.

   • Risk Identifier
     Risk Identifier defaults to the current Username.

   • Product Group
     Select the Product Group.

   • Identified Date
     Identified Date defaults to today’s date.

   • Product or Process
     Select the Product or Process.

   • Reported Priority
     Reported Priority defaults to today’s date.

   • Justification
     Specify the 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.

   • Org. Scope
     Org. Scope will populate based on Org.Fields.

   • Department
     Specify the Department, if applicable.

   • Files
     Add supporting files, if applicable.

   • Comment
     Provide a comment, if applicable.

   • Password
     Provide a password, if applicable.

4. Click Save.

Expected Outcome

• The Related Risk record is created with a unique number.

• Related Risk record Stage and Status are in Draft.

Additional Resources

ComplianceQuest

• Creating Risk Assessments