Linking Change Requests to Planned Changes

Purpose

As a Change Owner, you link Change Requests to an Planned Change to show how the urgent action relates to other planned or proposed changes. This maintains a clear connection between records and supports accurate tracking.

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. Open the Reference tab. Then open the Change Requests section and click New.

3. Select the Change Request.

4. Provide a Comment, if applicable.

5. Click Save.

Expected Outcome

• Change Requests are linked to the Planned Change record.

• Change Requests record can be accessed by the Change Owner.

• Click View All to see all reference records for the section.

Additional Resources

ComplianceQuest

• Creating Change Requests