How Do I Add a Change Request?
A Change Request is a formal proposal to modify a process, document or system component. It ensures that all changes are reviewed, evaluated and implemented in a controlled manner to maintain compliance with quality standards.
- On the left side menu, click Change Requests.
- Click +New Change Request.
- Enter the Title and Description of the Change Request.
- Choose the Location(s), Department(s) and Document Control(s) from the dropdown options.
- Insert attachments by clicking on the white box or drag and drop the attachment to the white box.
- Click Save & Submit .
This is required before you can add a Change Request:
- Set up Locations
- Set up Departments
- Set up Document Controls
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. the title, description, locations and departments.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. document controls.
Other Options:
- Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. if you want to add more locations, departments and document controls to the system - be cautious that when you click this button, the details you have entered will be deleted.