Step #1
Click here
Step #2
Click here
Step #3
Click here to create your report.
Step #4
Add an "Owner" to your report (Optional).
Step #5
Add a "Subscriber" (Optional).
Step #6
Select the "Departments" which are involved (Optional).
Step #7
Attach any files associated with these changes (Optional).
Step #8
Mouse over the section and click the pencil to edit its name (Optional).
Step #9
Click here to select the "Source"
Step #10
Click here to select the "Classification"
Step #11
Enter "CC #"
Step #12
Click "Create Report"
Step #13
Enter "Subject".
Step #14
Enter "Revision Number" (Optional).
Step #15
Enter "Batch Number" (Optional)
Step #16
Click here to select the "Type of Change"
Step #17
Enter the "Date Requested"
Step #18
Enter the "Closure Target Date"
Step #19
Enter the "Description of Change(s)"
Step #20
Mouse over "Description of Change(s)" and click the pencil to edit its name (Optional).
Step #21
Enter "Rationale for Change".
Step #22
Mouse over "Rationale for Change" and click the pencil to edit its name (Optional).
Step #23
Enter "Scope of Impact"
Step #24
Mouse over "Scope of Impact" and click the pencil to edit its name (Optional).
Step #25
Enter "Action Plan"
Step #26
Mouse over "Action Plan" and click the pencil to edit its name (Optional).
Step #27
Enter Budget Detail
Step #28
Mouse over "Budget Detail" and click the pencil to edit its name (Optional).
Step #29
Enter Budget Amount
Step #30
Mouse over this section and click the pencil to edit its name (Optional).
Step #31
Mouse over this section and click the pencil to edit its name (Optional).
Step #32
Enter the "Title" of the Assessment
Step #33
Assign this Assessment to an Employee
Step #34
Enter the Due Date
Step #35
Click to Create Action Item
Step #36
Select the amount of impact the change will have on the system.
Step #37
Is a "Regulatory Notification Required"?
Step #38
What "Regulatory Authorization" is needed, if any (Optional).
Step #39
Mouse over "Regulatory Authorization" and click the pencil to edit its name (Optional).
Step #40
Is this request approved (Optional)?
Step #41
Enter the date this change request is approved (Optional).
Step #42
Enter "Quality Assurance Sign-off and Notes"
Step #43
Click to Authorize
Step #44
Click "Confirm"
Step #45
Mouse over this section and click the pencil to edit its name (Optional).
Step #46
Enter the "Title" of the Implementation Plan
Step #47
Assign this Implementation Plan to an Employee
Step #48
Enter the "Due Date"
Step #49
Click to "Create Action Item"
Step #50
Mouse over this section and click the pencil to edit its name (Optional).
Step #51
Have all actions item been completed?
Step #52
Did the process owner authorize or reject this change control and why?
Step #53
Mouse over "Process Owner Authorization or Rejection" and click the pencil to edit its name (Optional).
Step #54
Click Authorize or Reject
Step #55
Enter Password
Step #56
Click "Continue"
Step #57
Click "Confirm"
Step #58
Did Quality Assurance authorize or reject this change control and why?
Step #59
Mouse over "Quality Assurance Authorization or Rejection" and click the pencil to edit its name (Optional).
Step #60
Click Authorize or Reject
Step #61
Enter Password
Step #62
Click "Continue"
Step #63
Click "Confirm"
Step #64
Click to "Save"
Step #65
Enter Password.
Step #66
Select a Reason Code
Step #67
Click Continue
Step #68
Click Save & Close
Step #69
Enter Password
Step #70
Click Continue
Step #71
Click to "Escalate to Corrective Action"
Step #72
Click on the Clock to see your activity.
Step #73
The activity tracker shows all activity for this report.
Step #74
Activities can be searched by key word or date range.
Step #75
The user, the action and the date/time is tracked and recorded here.
Step #76
Click on the blank space to go back to the report.
Step #77
Click the gear to access Change Control Settings
Step #78
Enter "Form Name" (Optional).
Step #79
Enter "Revision Level" (Optional).
Step #80
Click to require e-signatures in the report
Step #81
Enter "ID Abbreviation"
Step #82
Click to make sections visible or required
Step #83
Enter any helper text
Step #84
Click Save
Step #85
Click on the blank space to go back to the report.
Step #86
Click here to download your report
