Who Is This For?
CR Authors / Owners – Verifying final states and documentation
QA / Approvers – Confirming readiness and completeness
Managers – Ensuring changes are implemented and usable
How to Do It?
Step 1: Open the Change Request
Go to Change from the left sidebar. Search and select the change request to validate its final status. Check the state field:
If the Effective Date is in the future → the CR will be Closed (awaiting the effective date).
If the Effective Date is today (or in the past) → the CR should be Effective and have an effective PDF generated.
Step 2: Confirm all controlled items are Effective
Review each Controlled Item under Items to Change linked in scope (e.g., templates, quality documents).
Confirm each record’s state is Effective.
💡 Tip: Filter or sort the items by State to quickly spot anything not Effective.
Step 3: Review traceability in the effective copy
The CR’s effective copy should include:
Controlled Items List – Shows included controlled items (if enabled for the CR).
User Actions List – Lists Actions associated with the CR (may be empty, but the section remains).
Revision History – Version history of the CR.
Signatures – Required signatures that confirm compliance.
📎 Reference: Working with Effective Copies
Tips
💡 Cross-check items by ID and title to ensure nothing is missed—especially items managed outside the main list views.
💡 Use CR Actions to enforce completion before approval; this reduces the risk of non-effective items at closure.