Configuring Document Effectivity on a Change Order

You can configure the effectivity for each quality system document controlled by a change order. Effectivity does not apply to any other types of objects governed by the change order.

  1. Open the change order. See Opening a Change Order.
  2. In the navigation pane, click Document Effectivity. See Document Effectivity Page.
  3. Click Enable Edit .
  4. Edit these details inline:

    Field NameDescription
    Effectivity OptionSelect 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 TypeSelect 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 implementation date for the quality system document.

    On this date, the quality system document will be 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, either 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 DateOnly edit this value if you selected Specify Implementation Date as the Implementation Type.

    Use the calendar tool to select the date on which the quality system document will become effective. In this case, the effective date and the implementation date will be the same.

    Period (in days)Only edit this value if you selected Specify Implementation Period as the Implementation Type.

    Specify the number of days (integer values only) that will be added to the quality system document's planned implementation date to determine the planned effective date before the document can become effective.

  5. Click Save.
  6. Click Disable Edit .

The document is implemented on the effective date. Depending on how long it takes to approve the quality system document, the defined effective date may have passed. If so, you must configure a new effectivity date.