Adding A Change Control Report

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Step #1

Click here


Step #2

Click here


Step #3

Click here to create your report.


Step #4

Mouse over the section and click the pencil to edit its name (Optional).


Step #5

Click here to select the source


Step #6

Enter “CC #”


Step #7

Enter “Subject”.


Step #8

Enter “Revision Number” (Optional).


Step #9

Enter “Batch Number” (Optional)


Step #10

Enter the date this request is being initiated.


Step #11

Enter the desired date of completion.


Step #12

Describe the changes you wish to implement.


Step #13

Mouse over “Description of Change(s)” and click the pencil to edit its name (Optional).


Step #14

Enter “Rationale for Change”.


Step #15

Mouse over “Rationale for Change” and click the pencil to edit its name (Optional).


Step #16

Enter Budget Detail


Step #17

Mouse over “Budget Detail” and click the pencil to edit its name (Optional).


Step #18

Enter Budget Amount


Step #19

Mouse over this section and click the pencil to edit its name (Optional).


Step #20

Select the “Departments” which are involved (Optional).


Step #21

Add a “Owner” to your report (Optional).


Step #22

Add a “Subscriber” (Optional).


Step #23

Attach any files associated with these changes (Optional).


Step #24

Mouse over this section and click the pencil to edit its name (Optional).


Step #25

Select the amount of impact the change will have on the system.


Step #26

Is a “Regulatory Notification Required”?


Step #27

What “Regulatory Authorization” is needed, if any (Optional).


Step #28

Mouse over “Regulatory Authorization” and click the pencil to edit its name (Optional).


Step #29

Is this request approved (Optional)?


Step #30

Enter the date this change request is approved (Optional).


Step #31

Click here to create your report.


Step #32

Click here to Escalate to a Corrective Action


Step #33

Mouse over this section and click the pencil to edit its name (Optional).


Step #34

Enter the title of the Action Plan


Step #35

Assign this action plan to an employee


Step #36

Enter the due date


Step #37

Click to create action item


Step #38

Mouse over this section and click the pencil to edit its name (Optional).


Step #39

Did the process owner authorize or reject this change control and why?


Step #40

Mouse over “Process Owner Authorization or Rejection” and click the pencil to edit its name (Optional).


Step #41

Click Authorize or Reject


Step #42

Enter Password


Step #43

Click Continue


Step #44

Click Confirm


Step #45

Did quality assurance authorize or reject this change control and why?


Step #46

Mouse over “Quality Assurance Authorization or Rejection” and click the pencil to edit its name (Optional).


Step #47

Click Authorize or Reject


Step #48

Enter Password


Step #49

Click Continue


Step #50

Click Confirm


Step #51

Click to “Save”


Step #52

Enter Password.


Step #53

Select a Reason Code


Step #54

Click Continue


Step #55

Click Save & Close


Step #56

Enter Password


Step #57

Click Continue


Step #58

Click on the clock to see your activity.


Step #59

The activity tracker shows all activity for this report.


Step #60

Activities can be searched by key word or date range.


Step #61

The user, the action and the date/time is tracked and recorded here.


Step #62

Click on the blank space to go back to the report.


Step #63

Click the gear to access Change Control Settings


Step #64

Enter “Form Name” (Optional).


Step #65

Enter “Revision Level” (Optional).


Step #66

Click on the blank space to go back to the report.


Step #67

Click here to download your report