Initiate Task

  1. Overview

    • All the necessary information of a Change shall be recorded at this step.    
    • At this stage you can provide a description of the Change, including the reason and scope of the areas affected by the change, determine the risk associated with the change and develop, approve and implement an action plan to implement the change.

  1. Sections


  • Optional sections: Impact Details, Approvals, Customers, Documents, Engineering Changes, Equipment, Processes, Product, Suppliers, Action Plan and Cost are not visible initially, users have to choose sections that are relevant to the Change and enable them in scope section during the Initiate Task. 

Sections

Visible

Editable

Basic Information

✔

✔

Scope

✔

✔

Impact Details

✔

✔

Approvals

✔

✔

 Decision

❌

❌

Customers

✔

✔

Documents

✔

✔

Engineering Changes

✔

✔

Equipment

✔

✔

Processes

✔

✔

Products

✔

✔

Suppliers

✔

✔

Action Plan

✔

✔

Cost

✔

✔

Verification

❌

❌



  1. Routing

    • Please refer to the diagram in the Overview section to see an end-to-end workflow.

    • From the Initiate Step the Change can only be routed forward to the Approval step. 



  1. Completing the Initiate Task


    • Submitting Initiate Task will follow the standard routing process. Please refer to the routing process in the introduction module of this guide for more details.

    • At least one approver must be provided before submitting to the Approval step.