Obtain an external review

The Stakeholders section holds information about external stakeholders impacted by the change (such as suppliers and customers). The system copies this information from the originating Change Request, but you can adjust it at the Change Order level. If you set Customer Approval Required to Yes, this will affect the Change Order approval flow:

If customer approval is required, the change order transitions to the External Review status after the last change control board (CCB) approval. This status does not involve the customer directly. The change order coordinator is responsible for managing and documenting this review. Once the coordinator completes the review and receives customer feedback, they can perform the appropriate workflow action. If the customer rejects the change, the process returns to the Planning status so you can plan further tasks. If the customer approves the change, the system releases it.

Not every company requires external reviews. The Administrator can hide this status in the workflow, or you can leave the Customer Approval Required field blank, which the system treats as "No."