Purpose
As a Change Owner, you create a Planned Change to record a request for a controlled update. You define the change needed and submit it for review so stakeholders can evaluate and approve the action.
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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Select the Initiate option on the Action Menu.
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Specify this information:
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Owner
Specify the Owner. -
Priority
Specify the Priority. -
Change Category
Specify the Change Category. -
Impact Assessment Required
Specify the Impact Assessment Required. -
Impact Assessment Approval Required
Specify the Impact Assessment Approval Required -
Plan Approval Required
Specify the Plan Approval Required. -
Change Order Approves Documents
Specify the Change Order Approves Documents. -
Approval Matrix
Specify the Approval Matrix of the Change, if applicable.
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Provide a Comment and specify the Password.
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Click Save.
Expected Outcome
Proceed
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The Planned Change moves to the Impact Assessment Stage or Plan Stage (if Impact Assessment is not performed or added) and Open Status.
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The Planned Change Owner is set to the user who Completed Triage.
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Email Notification is sent to the Change Order Owner.
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The Completing Triage activity appears on the History tab.
Revise
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The Planned Change record moves back from the Triage Stage to the Draft Stage and Status.
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Email Notification is sent to the Change Order submitter.
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Sending Back for Revision activity appears on the History tab.
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Submit button appears in the Next Best Actions section.
Void
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Planned Change Stage and Status are Void.
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Voiding Change Order activity appears on the History tab.
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Voided Planned Change can be reopened at any time.
Optional Configurations
Additional Resources
ComplianceQuest