Who Is This For?
Users / Authors updating templates or documents
Assignees completing CR Actions
QA / Approvers verifying completeness and final approval
Admins overseeing execution status and system configuration
How to Do It?
Step 1: Open the CR and review the scope
Confirm all Templates, Quality Documents, Actions, Attachments, and Relations included in scope.
❗ Compliance reminder: Everything in the CR scope must be processed before closing the CR.
📎 References:
Step 2: Execute Template Changes (if applicable)
Process all templates included in the CR scope using the standard template workflow. Templates remain in Awaiting Release until the CR is closed.
📎 References:
Step 3: Execute Quality Document Changes (if applicable)
Author, review, and approve each quality document per the usual document flow. Documents remain in Awaiting Release until the CR is fully closed.
❗Compliance reminder: Effective dates for CR-controlled records are transferred from the CR upon closure — do not try to set them directly on the document.
📎 References:
Step 4: Complete CR Actions (Assignees)
Finish all CR Actions that were planned under the CR; final CR approval is blocked until every action is completed.
💡 Tip: Use My Work Dashboard to filter by Action and quickly find what’s assigned to you.
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📎 References:
Step 5: Update Attachments and Relations
Manually review and update Attachments and Related Items linked to the CR; they do not update automatically.
💡 Tip: Remove or replace outdated supporting files so reviewers only see the current evidence.
📎 Reference: Managing Attachments
Step 6: Track CR Completion (choose one method)
Pick the tracking method that fits your control needs.
Option A: Track inside the CR document
Option A: Track inside the CR document
Record progress directly in the CR file. The system won’t block approval even if something is missed—use with caution for items outside SimplerQMS.
Option B: Track via CR Attachment
Option B: Track via CR Attachment
Maintain a progress log as an attachment that must be approved before moving forward—adds a formal record and reduces oversights.
📎 Reference: Managing Attachments
Option C (Recommended): Track via Actions
Option C (Recommended): Track via Actions
Create a dedicated Action for each planned update; the CR cannot be finally approved until all are completed.
📎 Reference: Managing CR Actions
❗Compliance reminder: If you mix methods (e.g., document notes + actions), make sure scope and status match across all places to avoid audit gaps.
Tips
💡 Use consistent naming (e.g., “CR-1234 – Template X – Update header”) for Actions so approvers can match Actions to scope quickly.
💡 Filter Items to Change by State = Awaiting Release to confirm everything controlled by the CR is processed before closure.
💡 Keep one source of truth for tracking (prefer Actions) to avoid conflicting status in notes or attachments.
What’s Next?