How Do I Request a Change to a Document on the System?
A Change Request is used to request a change that needs to be made a part of the system, i.e. Locations, Departments, and Document Controls.
- On the left side menu, click 'Change Requests'.
- Click ‘+ New Change Request’.
- Enter the title and description.
- Choose the locations, departments and document controls from the dropdown options (you can select multiple).
- You can insert attachments by clicking on the white box or dragging and dropping the attachment to the white box.
- Click 'Save & Submit'.
- 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.
This is required before you can add a Change Request:
- Set up Locations
- Set up Departments
- Set up 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.