Creating a Change Request

To get started:

1. Go to Change Request > Change Request.
2. Click on the New+ icon. 

In the Change Request Form:

You will see the page is divided into two parts, on your left-hand side you can include all the necessary relevant Change Request information.

On the right-hand side, you will see where the Tasks can be created.

Tasks can be added to an existing Change Request during creation or while it is either in Created or in Implementing status.

A Change Request must have at least 1 task for it to be able to progress beyond Implementation.

There are 2 types of tasks that can be added: 

• Custom Tasks
• Update Documents Tasks

Change Request Mandatory fields

There are very few mandatory fields in a Change Request:

• Groups: Remember that only the people that are in the Group(s) to which you assign the Change Request will be able to see it.
• Change Request Title.
• Due date: Set a due date that is as realistic as possible.
• Select Approver(s): You can define more than one Approver. Depending on Module Settings, if you define several Approvers, they will all have to sign off on the Change Request.
• Select QA: You can define more than one QA. Depending on Module Settings, if you define several QAs they will all have to sign off on the Change Request. 

Change Request optional fields

The number of optional fields you see will depend on the modules that have been activated in your environment. In other words, there are a series of standard optional fields that all users will see, and then there are also a few optional fields that will only be shown if the corresponding modules are active for you in your environment.

Standard optional fields

• CAPAs: you can link the new Change Request to CAPAs that are already in place in the system. 
• Change Request: you can link the new Change Request to other related Change Requests that are already in place in the system. This will only be possible if the option of Linking Change Request to Change Request has been enabled in Module Settings.
• Products & Services: these have been preconfigured in Manage > Products & Services. When clicking on the Product/Service/Project field in the Change Request Form, the available options will appear and you can select as many as you need. 
• Contacts: these have been preconfigured in Manage > Contacts but you can also add them on the fly when creating the Change Request in case you need to.
• Description / Reason For Change / Impact: These fields are particularly important to provide more detail around what the change will entail. It is also possible to upload files and add links in these fields.
• Cost Estimate: if required add detail on possible costs for the change.
• Select Tags: by clicking on the field all available tags will appear, you can select more than one. If needed you can also create Tags on the fly by clicking on the Add New Tag button. 

Module related optional fields

These fields will only be visible if the corresponding modules are active for you in your environment.

• Risk Assessment: you can link the new Change Request to related Risk Assessments that are already in place in the system, or create one at this time.
• Equipment: you can link the new Change Request to Equipment that are already in place in the system.