Adding A Change Control Report

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