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
Open Change Control and switch to Working Copies.
Select your CR → Actions tab → Add Action.
Complete the fields and click Create.
Field name | Description | Note |
Title* | Short title describing the action | — |
Description | Additional details about the action | Add by clicking Add Description |
Linked Document | Search and link the related document by title or number | Optional, but recommended for traceability |
Due Date | Specify when the task must be completed. | You can add a time via Include Time |
Include Time | Set a specific time for task completion if needed. | Optional |
Assignee(s) | One or more users responsible for the action | Multiple assignees allowed |
Requires Signature | Turn on if the task requires electronic signature for completion. | — |
💡 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
Option 1 – From My Work
Go to Home → My Work.
Find your action (use in-list search or sorting).
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 → Working Copies and open the CR.
Go to the Actions tab and open 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