Change Order End User Steps

A Change Order record takes the change request through implementation of the changes and is typically owned by the document control group. The Change Order record contains the approval teams involved with the change process as well as the change assignments that must be completed to release the changes.

Pilgrim's Document Management application is comprised of the following Change Order user steps and actions which may, or may not be required based on your company Document Management process:

Once all changes have been approved, the change order will be complete and all attached document changes will be released based on the Effective Date specified either in the change order or the documents. The following rules apply when the change order is completed:

Change Order and Document Status (for New, Deviation, or Revise Change Types) will be in a PRERELEASED status until the Effective Date is met.
A PRERELEASED change order will PREEXPIRE any Expire Change Type Documents until the Effective Date is met in the change order (or the Expiration Date in the document, if enabled).
Change Order Effective Dates (and/or Expiration Dates) can be changed at any time in the Change Order record once it is PRERELEASED. The Amendments link in the Change Order record tracks these changes.
Once the Change Order record is CLOSED, all attached change requests will close (if they are active references).

Global vs. Local

Records are unique to the organization under which they are created.

User Rights

The following rights must be assigned to a user for that user to manage or view change orders:

Rights	Description
CHO_VIEW	Allows the user to view a Change Order record.
CHO_CREATE	Allows the user to create a Change Order record.
CHO_MANAGE	Allows the user to edit a Change Order record.
CHO_DELETE	Allows the user to delete change orders.
CHO_SUPERVISOR	Allows the user to manage a Change Order record.

NOTE: See Rights Groups for more information on assigning rights groups to users.