Triaging Planned Changes

Purpose

As a Change Queue Member, you review the Planned Change in the assigned Change Order Queue to confirm that all required information is present. They verify the request and decide whether to move it forward or close it.

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 Email notification or a Home tab notification.

2. Click View to open the Planned Change record.

3. Click the Change Owner icon adjacent to the Change Queue Name in the Next Best Actions.

Alternatively, Planned Change can be viewed under the Change Order tab by select the appropriate Change Queue.

• Urgent Priority: displayed under CQ Urgent Change Queue.

• Other Priorities: displayed under CQ Change Queue.

3. Select Change Owner from the Action Menu to change ownership to the new owner.

4. Verify Planned Change information and click the Complete Triage button in the Next Best Actions section.

5. Specify one of the following information:

   • Proceed, Revise and Void

   • Owner
     Specify the Owner. Defaults to Current Owner.

   • Change Category
     Specify the Change Category.

   • Priority
     Specify the Priority.

   • 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.

6. Provide a Comment and Specify the Password, if required.

7. Click Save.

Expected Outcome

• The Planned Change Owner is set to the user who initiated it.

• The Planned Change bypasses the Triage Stage and moves to the Impact Assessment Stage or Plan Stage (if Impact Assessment is not added or performed).

• Initiating Change Order activity appears on the History tab.

Optional Configurations

• Queues

Additional Resources

ComplianceQuest

• Initiating Planned Changes