Who Is This For?
CR Owners / Editors – creating and planning CR Actions
Assignees – completing assigned CR Actions on time
QA / Change Managers – overseeing traceability and compliance within CRs
How to Do It?
Step 1: Create a CR Action
Go to Change Requests from the sidebar.
Select the desired Change Request.
In the document page, go to the Actions tab.
Select Add Action.
Fill in the required properties and click Create.
Field name | Description | Note |
Title* | Short title describing the action |
|
Description | Additional details about the action |
|
Linked Document | Search and link the related document by title or number |
|
Due Date | Specify when the task must be completed. | Can also include a specific time by ticking the Include Time checkbox. |
Include Time | Tick the checkbox to add a time to the due date. |
|
Assignee(s) | One user responsible person for the action |
|
Requires Signature | Enable this option to require the user to provide an electronic signature after the action is completed. |
|
💡 Keep action titles outcome-based (e.g., “Update SOP-123 formatting to new template”).
📎 Reference: Comparing ToDos and Actions
Step 2: Mark a CR Action as Completed (Assignee)
You can complete actions from My Work or directly in the Change Request.
Option 1 – From My Work Dashboard
Option 1 – From My Work Dashboard
Go to Home → My Work Dashboard.
Find your action (use in-list search or sorting to simplify the search).
Select the action → Mark as Completed in the properties card.
If Requires Signature is enabled, provide your e-signature to confirm completion.
Option 2 – From the Change Request
Option 2 – From the Change Request
Go to Change Requests from the sidebar.
Select the desired Change Request.
In the document page, go to the Actions tab and select the action.
Click Mark as Completed.
If prompted, provide your e-signature.
📎 Reference: Comparing ToDos and Actions
Tips
💡 Link the related document whenever the action concerns a specific record—this improves traceability in audits.
💡 Prefer one clear outcome per action to make tracking and CR closure smoother.
💡 If the task isn’t related to a CR, use a ToDo instead for quick personal reminders