Search is based on keyword.
Do not search with natural language
Ex: "How do I create a new metadata type?"
Defining Change Controls
Audience: System Administrators, Change Managers
Objective: To be able to create and manage Action Types and Approval Paths
All Documents within EQMS are controlled. They are locked away in the EQMS knowledge base from which copies may be taken, but the copies stored in EQMS cannot themselves be modified.
However, EQMS Controlled Documents have an additional security feature. They must be formally approved and issued before they are stored as Live Documents, and made accessible to Navigator viewers.
They are required to go through a user defined process such as Review, Approve and Issue. This is known as an Approval Path, and its elements are known as Actions. Every Controlled Document has an associated Approval Path of Actions and can have an associated Escalation Path. Every Action has an Action Type that can have an associated Escalation Path.
There are up to 4 parties involved in the Controlled Document change process. These are:
- The Change Manager – members of System Group CHGMGR
- The Document Manager – members of System Group EQMSCONT
- The RFC Owner – members of System group CHGMGR
- The System User – members of System Group EVERYONE
The Change Manager has the power to do anything within the Change Manager Module. They can create and maintain Action Types, Approval Paths and Escalation Paths and can raise and manage Manual RFC’s.
The Document Manager initiates an RFC by performing a version change on a Controlled Document.
The System User will normally not have access to the Change Manager module, but will receive, and be able to respond to Actions raised within the Change Manager Module and delivered into their To Do List.
The system is supplied with a number of defined System Action Types. These System Action Types are predefined and cannot be selected to provide additional steps in your Approval Paths. You must define your own Module specific Action Types for selection from the drop down boxes.
The Change Manager can maintain Groups of Users giving, or denying access privileges.
- Select EQMS Change Manager | Tools | Manage Groups. You will be presented with a similar screen to this:
These Groups all relate to privileges within Change Manager and dictate membership of some of the dropdown boxes.
- Select a Group Name from the Groups list. You will be presented with the Group Details screen similar to this:
The Comments field describes the access rights of users who belong to this Group.
This screen allows you to add and remove Users from this Group using the Add Group Member and Group Members fields.
- Select a User from the Add Group Member by expanding the User dropdown box or by selecting the Load User List icon located to the right of the Add Group Member field. The User Selection List screen is displayed similar to this:
From here you can select Group Members from the alphabetical list by checking the check boxes and then the Copy To icon. The Copy To icon must be used for each alphabetical selection.
- Check one or more Users and click on the Copy to icon.
- You must now Save the Group record to make sure that the Users added to the Group on screen are also added to the database record
- To remove someone from the Group click on the Delete (X) icon
- Select the Save icon to commit the changes.