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Approving a Change Request

Change Requests (CRs) should meet compliance requirements before they proceed. This section shows Authors how to send a CR for approval and Approvers how to review, e-sign, and finalize approval.

Updated over a week ago

Who Is This For?

  • Authors / Owners – Sending the CR for approval with the correct properties set

  • Approvers / QA – Verifying completeness, compliance, and providing e-signatures

  • Managers – Monitoring approval status and readiness to proceed

How to Do It?

After reviewing the change request, approvers should approve the CR. From Home → My Work, select your approval task.

Click Approve at the bottom of the action pane → Approve and Sign. Enter your SimplerQMS login + password to provide the electronic signature.

Secondary actions

  • Send back to Planning/Draft – Returns the CR to Draft for additional analysis or scope/timeline/resource adjustments; reassigns to the Author.

    📎 Reference: Planning a Change Request

  • Send back to Execution – Available if the CR review is after the Execution phase. Returns the CR to Execution if implementation updates are required before approval.

    📎 Reference: Executing a Change Request

Tips

  • 💡 Verify scope and actions first. Confirm all CR Actions (if used) are complete or properly addressed before approving.

What’s Next?

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