Responding to a Change Questionnaire

You respond to the change questionnaire in change orders and change requests. Based on the responses to the questions in the questionnaire, related objects such as routes, approvers, and impact questionnaires are automatically added to the change order or change request.

You can also respond to the questionnaire in derived event. Based on the responses to the questions in the questionnaire, related objects such as adverse event reports are automatically added to the derived event.

Required access roles: Change Administrator, Change Coordinator, owner of the change request or change order

Before you begin: View the change order or change request that has a change questionnaire.
  1. In the navigation pane, click Change Questionnaire.
  2. Select the Questionnaire page tab.
  3. From the page toolbar, click Enable Edit .
  4. To respond to a decision question:
    1. Click in the Response cell.
    2. Select Yes, No, or Unknown from the list.
    3. Click out of the Response cell.
      If that question has a sub-question assigned to the response you selected, the sub-question is added to the questionnaire.
    4. Answer all of the sub-questions.
    5. Click Save.
  5. To respond to a descriptive question:
    1. Click in the Comments cell.
    2. Type your answer to the question.
    3. Click out of the Comments cell.
    4. Click Save.
  6. Respond to all of the questions and sub-questions in the questionnaire.
  7. Click Submit .

If your selected responses have a person or a member list assigned as a related object, those users are automatically added as task assignees to the approval route tasks for the change order.

While responding to the question in context of Change Request if responses have a person or a member list assigned as a related object, those users are automatically added as task assignees to the approval route tasks for the change order generated from Change Request.

If your selected responses have a route template assigned as a related object, then the approval tasks from those routes are automatically added to the change order. For example, change orders insert the routes between the In Approval and Complete states. This means that you cannot promote the change order from the In Approval state to the Complete state until all of the tasks from all of the routes have been approved.

If your responses have an impact questionnaire assigned as a related object, those impact questionnaires are automatically added to the change order or change request in the Impact Questionaires page tab. You must complete all mandatory impact questionnaires before the change order can be promoted from the In Review to the Complete state. For more information, see Completing an Impact Questionnaire.