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
