Before you start

  • The change request is Awaiting Effectiveness Review.
  • You are named in Coordinators on the change request.
  • You know your Complere password.

Steps

  1. Open the change request from Controlled Change › Change Requests and open its Effectiveness Form tab. A review saved earlier is listed above the form.

  2. Choose the answer to Was the action effective?: Yes, No or Partially. The form can open with an answer already chosen, so check it before you save.

  3. With Yes, write the Summary of evaluation. You can also choose an Evaluation method, add files with Evidence Of Effective and set the Evaluation date.

    With No, the form also asks for a Rejection reason: write what still needs to be done.

    Step 3. The Effectiveness Form with Yes chosen, a summary of evaluation, Evaluation method, Evidence Of Effective, Evaluation date, Save and Save And Escalate
    Step 3. The Effectiveness Form answered No, with the Rejection reason filled in

  4. Select Save And Escalate. With Yes, the form "Escalate status to Awaiting Effectiveness Verification" opens; with No, the form "Status reject to Awaiting QA sign-off". Type your password and select Sign.

    Step 4. The Escalate status to Awaiting Effectiveness Verification form with the signature warning, Email and Password

Result

You answered The change request moves to What happens next
Yes Awaiting Effectiveness Verification The QAs verify the review and close the change request; see Close a change request.
No Awaiting QA sign-off The QAs decide what happens next; see Sign a change request as Approver or QA.

What gets recorded

Each entry appears on the change request's Audit Trail tab.

What the audit trail records

  1. Your review was saved.

    Action Type
    Save Effectiveness
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "Effectiveness save successfully"

  2. You answered Yes and signed.

    Action Type
    Change Status
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "Change request signed by Coordinators and status changed from Awaiting Effectiveness Review to Awaiting Effectiveness Verification"

  3. You answered No and signed.

    Action Type
    Status Rejected
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "Change request reject by Coordinators and status changed to Awaiting QA sign-off", followed by your rejection reason.

If something is different

The status button reads "Please complete the Effectiveness review form before proceeding."

The review is not saved yet. Answer it on the Effectiveness Form tab and select Save And Escalate.