Approving a Change Request

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

Conclusion of Change Plan/Execution:

Update the Conclusion of Change Plan/Execution section to reflect the results of the planning or execution activities during Plan Approval or Change Execution Approval.

Only at the Change Request's approval stage for the Change Plan or Change Execution phase is this field editable.

Stronger traceability, clearer audit documentation, and improved support for future review or change handover are all made possible by the inclusion of both conclusion fields in the final assembled PDF.

On Effective Dates:

The system will provide an Effective PDF copy that may be used right away for document creation if the Effective Date falls on the same day the change request is granted.

The state will change to "For Training" and its PDF copy will likewise be identified as such if the Effective Date is set in the future. Go to the following step to convert the state to "Effective."

📎 Reference: Executing a Change Request

Tips

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