Create a Document Change Control

You can use the Document Change Control feature to regulate the processes of creating a new draft, moving a draft into its steady state (releasing it for use), or withdrawing an existing, approved document.

To create a document change control:

1. Navigate to Document Workspace > Document Change Controls and click Create.

   

2. Fill out the required information.

   Note Implementation Period (Days) indicates the number of calendar days after approval that the documents in the DCC become Effective or Obsolete. Enter 0 if the change can be implemented immediately.

3. Click Save.

   

4. In the Documents to be Made Effective and/or Documents to be Made Obsolete section, click Add.

   

5. Select one or more documents that will become either Effective or Obsolete as a result of the change. Note: Documents to be made effective must be in a Ready for Approval state prior to sending the document change control for approval.

6. Click Close.

   

7. When all documents are added, select Send for Approval from the Workflow menu.

   

8. Select the Approver(s) and QA Approver(s) and enter an Approval Due Date.

9. Click Start.

   

   Each selected team member will receive a task to complete the document review.