SimplerQMS

Get a high-level view of the Change Request (CR) lifecycle in SimplerQMS—planning → execution → closure — and understand when a CR is required based on Entity Type configuration.

Understanding the Change Request Workflow

Create a Change Request (CR) to initiate change control, define the scope and context, and set the right people and permissions so the CR can move smoothly into planning, review,…

Creating a Change Request

Establish a clear, compliant foundation for managing changes in SimplerQMS. Planning ensures that the scope, affected items, and responsibilities are properly defined before execution begins.

Planning a Change Request

Every record in scope (templates, quality documents, actions, attachments, and relations) is processed correctly during the Change Request (CR) execution phase so nothing is missed and the release is compliant.

Executing a Change Request

The Change Request (CR) is reviewed for completeness, accuracy, and compliance before moving forward to approval or implementation.

Reviewing a Change Request

Change Requests (CRs)  should meet compliance requirements before they proceed. This section shows Authors how to send a CR for approval and Approvers how to review, e-sign, and finalize approval.

Approving a Change Request

Enable Owners to make a Change Request (CR) effective when the Effective Date differs from the approval date—so the controlled, signed CR becomes available for use at the right time.

Making a Change Request Effective

Change Request (CR) and all controlled items reach the Effective state and that the effective PDF copy is generated, signed, and traceable.

Confirming Change Request and Controlled Items Are Effective

Run updates (or retirements) of existing records under a change control.

Change Requests for Updates

Confirm whether a closed Change Request (CR) achieved the intended outcome. This process documents whether actions worked as expected and captures any follow-up needed for continuous improvement and compliance.

Assessing the Effectiveness of a Change Request

Manage Change Control processes in SimplerQMS.

Change Control

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