Who Is This For?
Authors / Owners — initiating updates from an Effective or Working copy
Process Managers — coordinating updates within a process area
QA / Document Controllers — overseeing version control and routing
How to Do It?
Step 1: Create a New Draft
From the sidebar, click Documents.
Search for the document. Apply Filter to narrow down your search.
Open the three-dots menu at the bottom of the Properties card.
Click Create a New Draft.
📝 Note: Creating a new draft does not change the currently Effective version until the update is reviewed, approved, and made effective.
📎 References:
Step 2: Continue the standard workflow
After the new draft is created, proceed with your normal steps: draft, review (if needed), approve, and make effective.
Updating documents that require Change Requests
Updating documents that require Change Requests
Some documents are controlled by a Change Request (CR) and cannot be updated directly.
❗CR-controlled updates:
You must create a new Change Request to update the document.
Editing the document becomes available only after the Change Request Plan is approved.
The entire CR workflow must be followed through to release.
📎 Reference: Executing a Change Request
Why CR control?
Why CR control?
CR control ensures impact assessment, planning, and proper approvals are completed before changes are made to controlled documents.
📎 References:
Tips
💡 Use the Effective copy path when in doubt—it guarantees you’re branching from the published version.
💡 Add a clear Version Description when you later approve, explaining what changed and why.
💡 If multiple docs change together, consider a single Change Request to coordinate the updates.