Document Effectivity Page

The Document Effectivity page of a change order lists the document effectivity and implementation details for each quality system document associated with the change order.

To access this page:

  1. Open the change order. See Opening a Change Order.
  2. In the navigation pane, click Document Effectivity.

This topic describes:

This page discusses:

Columns

Field NameDescription
NameThe name of the quality system document associated with the change order.
TypeThe type of quality system document associated with the change order.
RevThe current revision level of the quality system document.
StateThe current lifecycle state of the quality system document.
Change ActionThe change action associated with the proposed change to the quality system document.
Implementation Plan:
Effectivity OptionSpecifies when you can implement the quality system document based on its effective date:

OptionDescription
Effective By DateYou can implement the quality system document before, on, or after the effective date.
Effective on DateYou can implement the quality system document after it reaches the Approved state on a specified effective date.

Implementation TypeSpecifies how the implementation date for the quality system document is determined:

OptionDescription
Default Implementation PeriodThe default implementation period for quality system documents is defined by your Business Administrator.

This is the number of days that are added to the quality system document's implementation date to determine its effective date.

Specify Implementation DateThe specified date on which the quality system document will be completely implemented.

On this date, the quality system document will be completely implemented and is effective.

Specify Implementation PeriodThe specified implementation period (in days) for the quality system document.

This is the number of days that are added to the quality system document's implementation date to determine its effective date.

The quality system document's effective date is either the date on which the quality system document is promoted to the Approved state plus the number of days (default or specified) defined for the implementation period; or, if a planned implementation date is specified, then the quality system document's effective date is that date regardless of when the quality system document is promoted to Approved.

Effective DateThis value is empty until then quality system document reaches the Approved state. The effective date is then calculated based on the implementation period (either default or specified) selected as the Implementation Type.
Period (in days)The planned implementation period of the quality system document, in days.

If the default implementation period is selected as the Implementation Type, this is the number of days that will be added to the quality system document's planned implementation date to determine the planned effective date.

If an implementation date is specified, this value is calculated after the quality system document reaches the Approved state.

Implementation Actual:
Effective DateThe actual date on which the quality system document was completely implemented, promoted to the Released state, and therefore, became effective.
Period (in days)The actual number of days that the quality system document remained in the Approved state before it was completely implemented, then promoted to the Released state, and therefore became effective.

Actions/Toolbar Commands

ActionDescriptionFor More Information
Enable Edit Enables editing of the effectivity and implementation details of each quality system document associated with the change order.Configuring Document Effectivity on a Change Order
Disable Edit Disables editing of the effectivity and implementation details of each quality system document associated with the change order.-