Before you start

  • You are named in Approvers on the change request and it is Awaiting Approver sign-off, or you are named in QAs and it is Authorise Changes Implementation or Awaiting QA sign-off.
  • You know your Complere password.

Steps

  1. Open the change request from Controlled Change › Change Requests and read it and its Changes Listing tab.

  2. Select the status button at the top of the page. What the Escalate panel offers depends on the status:

    • Awaiting Approver sign-off (Approvers): Escalate status to Authorise Changes Implementation, or Escalate status back to Initiated.

    • Authorise Changes Implementation (QAs): Escalate status to Implement Changes, or back to Initiated or Awaiting Approver sign-off.

    • Awaiting QA sign-off (QAs), once every change is Closed: Escalate status to Awaiting Effectiveness Review and Escalate status to Closed, or back to Initiated, Awaiting Approver sign-off, Authorise Changes Implementation or Implement Changes.

    Step 2. The Approver's Escalate panel: Escalate status to Authorise Changes Implementation and back to Initiated
    Step 2. The QA's Escalate panel in Authorise Changes Implementation: Escalate status to Implement Changes and two moves back
    Step 2. The QA's Escalate panel in Awaiting QA sign-off: Escalate status to Awaiting Effectiveness Review, to Closed, and four moves back

  3. Select the arrow beside the move you want. Type your password, and a Remark if you want one, then select Sign. An Approver's move back opens the form "Status reject to …", which asks for a Reason.

Result

You signed in The change request moves to What happens next
Awaiting Approver sign-off Authorise Changes Implementation The QAs authorise the work.
Authorise Changes Implementation Implement Changes The changes are carried out and closed on the Changes Listing tab.
Awaiting QA sign-off Awaiting Effectiveness Review A Coordinator records the effectiveness review on the Effectiveness Form tab; see Record the effectiveness review of a change request.

What gets recorded

Each entry appears on the change request's Audit Trail tab, followed by your remark if you wrote one.

What the audit trail records

  1. An Approver signed.

    Action Type
    Change Status
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "Change request signed by Approvers and status changed from Awaiting Approver sign-off to Authorise Changes Implementation"

  2. A QA authorised the changes.

    Action Type
    Change Status
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "Change request signed by QAs and status changed from Authorise Changes Implementation to Implement Changes"

  3. A QA signed once the changes were closed.

    Action Type
    Change Status
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "Change request signed by QAs and status changed from Awaiting QA sign-off to Awaiting Effectiveness Review"

If something is different

The status button is greyed out.

You are not named in the role that signs in this status. Open the Roles tab.