1 Define Scope of Change
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Activities
and
Activity Type
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The activities that can be completed for this process step
and an indication of whether it is mandatory that they must be completed:
Activity
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Activity Type
|
Description
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Identify Change
Implementation |
Mandatory |
Add an existing change action. |
Define Scope &
Description of the Change
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Mandatory
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Add a description of the change.
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Specify the Severity of the Change
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Optional
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Specify a severity for the
change.
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Specify Change
Implementation assignee |
Mandatory |
Specify the change
implementation assignee. |
Answer Impact
Questionnaire
Only appears if there is an impact questionnaire
associated with the change template from which the change order was created.
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Optional
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Answer the questions in the
impact questionnaire.
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Add Approval List
|
Mandatory
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Add an
Approval List to the change
order to define who must approve the changes before the change order can be
closed.
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Start Implementation Planning
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Mandatory
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Complete this task to activate
the
Implementation Planning
process step.
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You must complete the all of the
mandatory tasks in Step 1 before you can start this task.
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Actions
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The actions that you can perform while completing this
process step task:
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Related Data
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A link to other data that is relevant for or related to this
process step task:
|
Owner
|
The person assigned to complete this process step task. If the
user has a profile image available, it displays before the name; otherwise, a
default profile image displays. If the user has an email defined, click the
user's profile image to send an email to the user using your default email
client. The user's name and address are prefilled in the
To: field and the task title is
prefilled as the
Subject: field of the email message.
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Role
|
The role of the person assigned to complete this process step
task.
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2 Perform Change Implementation
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Activities
and
Activity Type
|
The activities that can be completed for this process step
and an indication of whether it is mandatory that they must be completed:
Activity
|
Activity Type
|
Description
|
Provide a Due date
for Change Completion
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Optional
|
Specify the date by which the
change action should be completed so that the change can be implemented.
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Configure Document
Effectivity Settings
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Optional
|
Set the controlled document's
effectivity by selecting whether it will be made effective on a specific date
or by a specified date.
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Assign Change Implementation Approvers
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Optional
|
Assign the individuals or a route
task with an associated approval list to the change action to review and
approve the change implementation.
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Start Change
Implementation
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Mandatory
|
Start the change implementation
process.
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Actions
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The actions that you can perform while completing this
process step task:
Activity
|
Icon
|
Description
|
Provide a Due date for
Change Completion
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(Edit Change Action)
|
Select a
Due Date for the change action
associated with releasing the controlled document.
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Configure Document
Effectivity Settings
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(Document Effectivity)
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Select the
Effectivity Type that
determines whether the controlled document will be made effective on a specific
date or by a specified date. Select the
Implementation Type that
determines whether the implementation will be by a specified date or a
specified period, or will be the default period.
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Assign Change Implementation Approvers
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(Edit Change Action)
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Search for and select people or
route templates with an associated approval list to review and approve the
change implementation.
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Start Change
Implementation
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(Promote)
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Progress the process so that the
change implementation for the controlled document can begin.
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Related Data
|
A link to other data that is relevant for or related to this
process step task:
Activity |
Icon |
Description |
Provide a Due
date for Change Completion
|
(Change Action number) |
Opens the change action's
Properties page to show the
associated Due Date. See
Change Management
User's Guide: Change Action Properties Page. |
Configure
Document Effectivity Settings
|
(Document Effectivity) |
Open's the
Structure View page to show
the selected Effectivity
Type and Implementation
Type for the controlled document.
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Assign Change
Implementation Approvers
|
(Change Action number) |
Opens the change action's Properties page to
show the Approvers assigned
to the peer review task for the controlled
document. See Change Management
User's Guide: Change Action Properties Page. |
Start Change
Implementation
|
(Change Action number) |
Opens the change action's
Properties page to show the
associated Actual Start
date for the implementation. See Change Management
User's Guide: Change Action Properties Page. |
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Owner
|
The person assigned to complete this process step task. If the
user has a profile image available, it displays before the name; otherwise, a
default profile image displays. If the user has an email defined, click the
user's profile image to send an email to the user using your default email
client. The user's name and address are prefilled in the
To: field and the task title is
prefilled as the
Subject: field of the email message.
|
Role
|
The role of the person assigned to complete this process step
task.
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3 Change Implementation
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Activities
and
Activity Type
|
The activities that can be completed for this process step
and an indication of whether it is mandatory that they must be completed:
Activity
|
Activity Type
|
Description
|
Assign Change Implementation Approvers
|
Mandatory
|
Assign the individuals or a route
task with an associated approval list to the change action to review and
approve the change implementation.
|
Assign Content
Reviewer for Controlled Document
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Optional
|
Create a peer review and assign
it to the person who will review the controlled document.
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Start
Document Approval
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Mandatory
|
Promote the controlled document
from the In Work state to the In Approval state to start the controlled
document approval process.
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You must complete the
Assign Change Implementation Reviewers task before you can start
this task.
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Start
Implementation Approval
|
Mandatory
|
Promote the change action from
the In Work state to the In Approval state to start the implementation process
for the controlled document.
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You must complete the all of the
mandatory tasks in Step 3 before you can start this task.
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Actions
|
The actions that you can perform while completing this
process step task:
Activity
|
Icon
|
Description
|
Assign Change Implementation Approvers
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(Edit Change Action)
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Search for and select people or
route templates with an associated approval list to review and approve the
change implementation.
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Assign Content
Reviewer for Controlled Document
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(View or Edit Peer Reviewers)
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Give the peer review a title. Select the date by which it should be
completed. Search for and select the person to
complete the peer review. Specify any instructions
for the peer review. Select whether the assigned
peer reviewer can delegate the task to another
person. See Creating a Peer Review. |
Start Document
Approval
|
(Promote)
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Promote the controlled document
from the In Work state to the In Approval state.
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Start Implementation
Approval
|
(Promote)
|
Promote the change action from
the In Work state to the In Approval state.
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Related Data
|
A link to other data that is relevant for or related to this
process step task:
Activity |
Icon |
Description |
Assign Change
Implementation Approvers
|
(Change Action number) |
Opens the change action's Properties page to
show the Approvers assigned
to the peer review task for the controlled
document. See Change Management
User's Guide: Change Action Properties Page. |
Assign Content
Reviewer for Controlled Document
|
(Content Reviewers) |
Opens the Action
Tasks page to show information about
the peer review for the controlled document. See
Tasks. |
Start Document
Approval
|
(Controlled Document number) |
Opens the controlled
document's Properties page to
show that it is in the In Approval state. See
Quality System Document Properties. |
Start
Implementation Approval
|
(Change Action number) |
Opens the change action's
Properties page to show that
it is in the In Approval state. See Change Management
User's Guide: Change Action Properties Page. |
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Owner
|
The person assigned to complete this process step task. If the
user has a profile image available, it displays before the name; otherwise, a
default profile image displays. If the user has an email defined, click the
user's profile image to send an email to the user using your default email
client. The user's name and address are prefilled in the
To: field and the task title is
pre-filled as the
Subject: field of the email message.
|
Role
|
The role of the person assigned to complete this process step
task.
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4 Implementation Approval
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Activities
and
Activity Type
|
The activities that can be completed for this process step
and an indication of whether it is mandatory that they must be completed:
Activity
|
Activity Type
|
Description
|
Submit Change Order
Questionnaire
Only appears if there is a change questionnaire
associated with the template from which the change order was created.
|
Mandatory
|
Complete and submit the change
order questionnaire.
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Approval task to review changes
done on Change Action: <Change action number>, entitled: <Change
action title>
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Mandatory
|
Approve or reject the changes
specified on the change action.
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Actions
|
The actions that you can perform while completing this
process step task:
Completing this task promotes both the change order and the
controlled document from the In Approval state to the Approved state.
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Related Data
|
A link to other data that is relevant for or related to this
process step task:
Activity |
Icon |
Description |
Submit Change
Order Questionnaire
Only appears if there is a change questionnaire
associated with the template from which the change
order was created.
|
(Change Order Questionnaire) |
Opens the
Questionnaire page to show
the completed change questionnaire. See Questionnaire Tab for Responses. |
Approval task to review
changes done on Change Action: <Change action
number>, entitled <Change action title> |
(Route Task Name) |
Opens the
Tasks page to show the
approval task and all other incomplete tasks
associated with the controlled document's release.
See Collaboration and
Approvals User's Guide: Tasks Page for a Route.
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Owner
|
The person assigned to complete this process step task. If the
user has a profile image available, it displays before the name; otherwise, a
default profile image displays. If the user has an email defined, click the
user's profile image to send an email to the user using your default email
client. The user's name and address are prefilled in the
To: field and the task title is
prefilled as the
Subject: field of the email message.
|
Role
|
The role of the person assigned to complete this process step
task.
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5 Approve Change Order
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Activities
and
Activity Type
|
The activities that can be completed for this process step
and an indication of whether it is mandatory that they must be completed:
Activity
|
Activity Type
|
Description
|
Complete Impact
Questionnaire
Only appears if there is an impact questionnaire
associated with the change template from which the change order was created.
|
Mandatory
|
Complete the impact questionnaire
if it was not completed in Step 1.
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Approval Review Task Title Due
Date:<Date>
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Mandatory
|
Approve or reject the changes
specified on the change order.
|
|
Actions
|
The actions that you can perform while completing this
process step task:
Completing this task promotes both the change order from the
Approved state to the Complete state, but does not affect the state of the
controlled document.
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Related Data
|
A link to other data that is relevant for or related to this
process step task:
Activity |
Icon |
Description |
Complete Impact
Questionnaire
Only appears if there is an impact
questionnaire associated with the change template
from which the change order was created.
|
Impact Questionnaire |
Opens the Impact
Questionnaires page to show the
completed impact questionnaire. See Questionnaire Tab for Responses. |
Approval Review Task Title
Due Date:<Date> |
(Route Task Name) |
Opens the
Tasks page to show the
approval task and all other incomplete tasks
associated with the controlled document's release.
See Collaboration and
Approvals User's Guide: Tasks Page for a Route.
|
|
Owner
|
The person assigned to complete this process step task. If the
user has a profile image available, it displays before the name; otherwise, a
default profile image displays. If the user has an email defined, click the
user's profile image to send an email to the user using your default email
client. The user's name and address are prefilled in the
To: field and the task title is
prefilled as the
Subject: field of the email message.
|
Role
|
The role of the person assigned to complete this process step
task.
|
6 Close Change Order
|
Activities
and
Activity Type
|
The activities that can be completed for this process step
and an indication of whether it is mandatory that they must be completed:
Activity
|
Activity Type
|
Description
|
Release Controlled
Document Effective On Date: <Date>
or
Release Controlled Document
Effective By Date: <Date>
|
Mandatory
|
Implement the change to release
the controlled document.
|
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Actions
|
The actions that you can perform while completing this
process step task:
Activity
|
Icon
|
Description
|
Release Controlled
Document Effective On Date: <Date>
or
Release Controlled Document
Effective By Date: <Date>
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(Promote Document To Release)
|
Promote the change order from
the Complete state to the Implemented state, which promotes the controlled
document from the Approved state to the Released state.
Note:
This action is available only if the controlled
document has its effectivity configured for a
Effective By Date;
otherwise, the controlled document will be automatically released on its
Effective On Date.
|
Completing this task promotes the change order from the
Complete state to the Implemented state, and the controlled document from the
Approved state to the Released state.
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Related Data
|
A link to other data that is relevant for or related to this
process step task:
Activity |
Icon |
Description |
Release
Controlled Document Effective On Date:
<Date> or
Release Controlled
Document Effective By Date:
<Date>
|
(Controlled Document number) |
Opens the controlled
document's Properties page to
show that it is in the Released state if its
effectivity is configured for a
Effective By Date;
otherwise, it shows that the controlled document
is still in the Approved state if its effectivity
is configured for a Effective On
Date, when it will be automatically
released. |
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Owner
|
The person assigned to complete this process step task. If the
user has a profile image available, it displays before the name; otherwise, a
default profile image displays. If the user has an email defined, click the
user's profile image to send an email to the user using your default email
client. The user's name and address are prefilled in the
To: field and the task title is
prefilled as the
Subject: field of the email message.
|
Role
|
The role of the person assigned to complete this process step
task.
|