Who Is This For?
Authors / Owners – Creating the CR and setting initial details
Reviewers – Reviewing the CR content and scope later in the process
Approvers / QA – Verifying compliance and granting approval
Admins – Managing roles, access, and configuration (Entity Types, Change Types)
How to Do It?
Step 1: Create a new Change Request
Go to Change Request from the sidebar.
Click Create New Change Request from the topbar.
Enter a clear Title.
Select the relevant Process (this is the process of the change, not the process being changed).
💡Tip: Use a short, descriptive title so it’s easy to find and report on later.
📎 Reference: Understanding the Change Request workflow
Step 2: Choose a Template or Upload a File (by Change Type)
When you create a CR, your organization’s Change Types determine the allowed flow. Then choose how you will author the document and click Create.
Uploading a file
Uploading a file
You can upload a file by clicking the upload area (or drag & drop). Supported formats: .docx, .pdf, .xlsx.
💡 Tip: Change Types are configured by your admin and may alter the workflow (e.g., Review, Approval, Effectiveness Check).
📎 References:
Step 3: Update Change Request details
Open the CR and click the pencil in the Details card. Update fields and click Save.
CR Details
Field | Description | Note |
Title* | Title of the Change Request |
|
Effective Date* | When the CR becomes active in the QMS | Must be set before routing the CR for Approval (execution phase) |
Due Date | Target date for CR release | Optional |
Quality Process | The process the change follows | Not the impacted process |
Tags | Keywords to categorize the CR | Optional; org-configurable |
Impacted Processes | Processes impacted by the change | Creates relations only; does not change process metadata |
Change Priority | Urgency/criticality | Defined by your change control procedure |
❗ Compliance: The Effective Date is required before you can send the CR for Approval.
📎 Reference: Understanding the Change Request Workflow
Step 4: Set Document Access permissions
In the properties card, click the pencil to Manage Access.
Search for users or groups and assign roles: Owner, Author, Reviewer, Approver, Viewer.
Click Save.
💡 Assign Reviewers and Approvers early to avoid delays later.
📎 References:
Tips
💡 Set the Effective Date early to avoid blockers before Approval.
💡 Use templates whenever available for consistency and completeness.
💡 Keep scope focused—only add impacted processes and tags that improve search and reporting.