Impact Questionnaire Tab for Responses

The Impact Questionnaire tab lists the impact questionnaires attached to the change object.

Required access roles: Change Administrator, Change Coordinator, owner of the change request or change order, or Regulatory Requestor (regulatory request owner)

To access the Impact Questionnaire tab for change questionnaires:

  1. In the navigation pane, click My Changes.
  2. Click Change Template page tab.
  3. Select the change template.
  4. In the navigation pane, click Change Questionnaire.
  5. Select the Impact Questionnaire page tab.

This topic describes:

This page discusses:

Columns

Column NameDescription
NameThe name of the change object or impact questionnaire. The top row shows the name of the change object, such as a change order. The remaining rows list the impact questionnaires.

Click the name of the impact questionnaire to open its Properties page.

StatusThe completion status of the impact questionnaire:

Status IconDescription
The due date for the impact questionnaire is more than 5 days before the current date.
The due date for the impact questionnaire is less than 5 days before the current date.
The due date for the impact questionnaire has passed.
(Blank)There is no due date for the impact questionnaire.

RequirementIndicates whether the impact questionnaire must be responded to:

StatusDescription
MandatoryThe impact questionnaire must be responded to in order to promote the change object.
OptionalThe impact questionnaire may be responded to, but it is not required, to promote the change object.

OrganizationThe organization responsible for the impact questionnaire's template.
RoleThe role responsible for the impact questionnaire's template.
AssigneeThe person assigned to complete the impact questionnaire.
StateThe lifecycle state of the impact questionnaire:

StatusDescription
PreliminaryThe impact questionnaire has not been responded to.
In WorkThe impact questionnaire is able to be responded to.
CompleteThe impact questionnaire has been responded to and is complete.

DescriptionThe description of the impact questionnaire.
Due DateThe user-selected due date for the impact questionnaire.
CommentsAny comments about the impact questionnaire.
ReferenceThe reference documents associated with the impact questionnaire.
OwnerThe owner of the impact questionnaire.

Actions/Toolbar Commands

Required access roles, based on change request lifecycle state:

  • Evaluate state: Users with the Change Administrator, Change Coordinator, or change request owner access roles have access to all actions.
  • In Review state: Users with the Change Administrator, Change Coordinator, or change request owner access roles have access to the Delete and Enable Edit actions.
  • In Process CO state: Users with the change request owner access role have access to the Delete action, and users with the Change Administrator, Change Coordinator, or change request owner access roles have access to the Enable Edit action.
  • Complete state: Users with the change request owner access role have access to the Delete and Enable Edit actions.

Required access roles, based on fast track change order lifecycle state:

  • Prepare state: Users with the Change Administrator, Change Coordinator, or change order owner access roles have access to all actions.
  • In Work state: Users with the Change Administrator, Change Coordinator, or change order owner access roles have access to all actions.
  • In Approval state: Users with the change order owner access role have access to the Delete and Enable Edit actions.
  • Approved state: Users with the change order owner access role have access to the Delete action, and users with the Change Administrator, Change Coordinator, or change order owner access roles have access to the Enable Edit action.
  • Complete state: Users with the change order owner access role have access to the Delete and Enable Edit actions.

ActionDescriptionFor More Information
Complete Completes the selected impact questionnaires. Click OK to confirm.

All mandatory impact questionnaires must be completed before the change order can be promoted to the Complete state.

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Create Impact Questionnaire from Template Creates a new impact questionnaire from the selected impact questionnaire template and attaches it to the current change object.Creating an Impact Questionnaire from a Template
Delete Deletes the selected impact questionnaire from the change object. Click OK to confirm.

You cannot delete mandatory impact questionnaires.

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Enable Edit Toggles the page into Edit mode. In Edit mode you can mass update the Name, Assignee, Description, Due Date, Comments, and Owner of the selected impact questionnaires.-