Create a new change request
Change requests may be created by team members assigned the Change Requests [R/W] role. Additionally, new change requests may be automatically generated from problem reports. In such cases, the Header and Details sections will be populated with information from the related problem report. The originating problem report will also be linked in the Related Processes section.
The following sections are available to describe the request:
| Section | Purpose |
|---|---|
| Header | Use this section to describe the request. You must specify a Title, Description, and Change Template. You may also specify a Priority, Change Reason and Change Reason Code. When a priority is selected, the Status section shows the priority graphically in the Flag field. The selected Change Template assigns the responsible coordinator and required change control board (CCB) approvers. A unique number will be generated automatically upon creation. |
| Details | This optional section provides fields to capture additional details about the request, such as the affected product, item, and quantity. You can also document known risks and root cause information. |
| Images | Upload images to describe the change and its possible solution. Use the comments fields for each image to provide additional information. Further files can be uploaded in the Attachments tab. |
| Status | This section contains automatic indicators about the overall progress, priority, task progression, and approval status. These fields are especially useful when reviewing a list of requests in workspace views. - The Progress field reflects the request’s workflow status, such as NEW (new request), REV (review pending), CCB (CCB review due), or CO (Change Order initiated). - The Flag field indicates the priority of the request. - The Tasks Progress field shows the completion progress of initiated change tasks. - The Approval Status field indicates whether the request has been approved or rejected, based on its workflow status. For example, a status of Rejected marks the request as rejected, while a status of Change Order in Progress marks it as approved. |
| Related Processes | Use this section to link the request to preceding processes, such as a Design Review or CAPA process. If the request is already addressed by an existing change order, you can select the relevant process here. This prevents the creation of a new Change Order upon approval of the request. |
The Attachments tab may be used to upload documents that describe the change, its impact, and possible solutions in more detail. These attachments will be accessible to all stakeholders involved in the process.
Items and BOMs impacted by the request may be listed in the Affected Items tab. If the request was created from a problem report, this view may already contain entries, as the affected items are copied from the problem report. Similarly, all affected items of the change request will later be copied to the related change order once the request is approved. Items can be associated with multiple change requests simultaneously.
Specify responsibility and tasks
A Change Approval Template must be selected when creating the change request. The template values populate several fields throughout the change request and subsequent change order, where applicable.
The template also defines the standard change tasks for the request. Once the request is submitted to the Review & Impact Analysis status, tasks from the template that are part of the change request process are copied into the Task Planning tab. This ensures that each change process based on the template follows a consistent set of tasks, helping to maintain defined standards. For more details, refer to .
Once all details have been entered, you may submit the request for review using the Submit for review workflow action. If the request is no longer valid, it can be canceled to prevent further actions. The request owner can also return the request to the Create state after submission if additional information becomes available.
Cancel a change request
If the request is no longer valid, you may cancel it to prevent further actions to be taken. The following is captured in the Cancellation Details section:
- Cancelled In Status – The last status of the request before it was canceled.
- Cancelled By – The person who canceled the request.
- Cancellation Comments – Comments added when canceling the request.