Overview
Document Owners can revise a Controlled Document by leveraging CQ Change Order functionality. Using a Change Order is the recommended approach because it provides full traceability and compliance by linking the document revision to a formal change management process.
The Change Order process includes:
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Initial and Final Impact Assessments – to evaluate the effect of the proposed changes.
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Formal Change Plans – outlining the steps required for implementation.
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Plan Approval by Stakeholders – ensuring proper review and authorization.
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Implementation Tasks – assigning and tracking actions needed to complete the change.
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Final Approval of All Revisions – determining the release and effective date(s) for the updated document.
By following this process, organizations maintain regulatory compliance, ensure accountability, and preserve a complete audit trail for all document revisions.
Prerequisites
Available in: Controlled Documents
Installed Package: CQ Core - Winter 2025
Optional Extension Packages: CQ Forms, CQ Laboratory Issues, CQ Process, and CQ EHS - Winter 2025
User Profile: Standard User
Permissions: CQ Base User PSG, CQ Document Owner PSG, CQ Change Order Owner PSG
Document Status: Draft, Pre-release, or Current
Instructions
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From the Change Order tab, click the New button.
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See CQ End User Guide - Change Management for more information on steps to create an Immediate or Planned Change for the Document Revision.
Results
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Approval of the New Document Revision will be managed via the Change Order record.
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Details of the Change Order will display under the Controlled Document for which the Change was created for.
Troubleshooting
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Check back for new articles
Additional Resources
CQ Resources
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CQ End User Guide - Change Management
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Revising Document via Controlled Document
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Completing Admin Changes for Documents
Summer 2026