Who Is This For?
Authors / Owners – Creating the CR for updates/retirements and defining scope
Reviewers – Validating the update/retirement plan and rationale
Approvers / QA – Authorizing the plan and ensuring compliance
Assignees – Completing actions tied to the updates
How to Do It?
Step 1: Choose the correct Change Type
Select the Change Type that allows updating or retiring existing records (includes controlled items).
💡 Tip: Change Types are configured by your admin and may alter the workflow (e.g., Review, Approval, Effectiveness Check).
📎 References:
📎 Reference: Creating a Change Request
Step 2: Add records to update or retire
Scope the records that will be changed under this CR.
Open the CR and go to Items to Change.
Add existing records (documents, templates, products) that you intend to update or retire.
Click Save.
💡Tip: Keep the list focused—only include records that are truly impacted.
📎 Reference: Planning a Change Request
Step 3: Execute updates or retirements
After plan approval, process each scoped record according to its standard workflow.
Documents → follow the document authoring, review, and approval flow
📎 Reference: Managing Quality DocumentsTemplates → follow the template authoring, review, and approval flow
📎 Reference: Managing Templates
💡Tip: Use CR Actions to assign and track each update/retirement task.
Tips
💡 Select the Change Type that matches your SOP before scoping items—workflow and permissions depend on it.
💡 Use CR Actions to block final approval until every update/retirement task is completed.
💡 Group related updates in one CR to keep traceability clean and reviews efficient.