How to Create a New Change Control Category

Note: Users will need the permission "Administration: Account Super User" to create Change Control categories.

From the Main Dashboard, click the Settings icon:

Under Configuration, select Change Control:

Click Create:

A new window will appear. You will need to fill in the following information:

1. Name: Create a name for this Change Control Category

2. Description: Provide a brief description on what it will be used for

3. Key: This will be the category identifier (e.g.CC-100)

4. Key Starting #: This will be the starting ID # for this Issue category

5. Click on the "Create" button when finished

Note: You will also notice at the top, the Change Control category will appear as (v.1 - Draft). Change Control categories are version controlled; they will remain in the draft state until you are ready to "Approve for Use".

Once clicking Create, the General Settings for this category will populate:

1. PI/PHI Information: Select "Yes" or "No"

2. PDF Export Options For All Versions: (see: How to Configure the PDF Options for a Change Control Category)

3. Roles/Permissions for all Version: (see: How to Configure Roles/Permissions in a Change Control Category for User Accessibility & Visibility)

4. Stages & Transitions: (see: How to Configure Stages & Transitions for a Change Control Category)

5. Actions You Can Take: Once you have all stages and transitions completed and the Roles/Permissions assigned and configured, you will click on the Approve for Use button. Note, this is also where you will find the Delete button if you want to delete this draft.

Note: Once this category has been approved for use it can no longer be deleted, it would need to be "Retired". Once the version becomes effective and changes need to be made, it will need to be up-versioned.

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