--- title: "Change Control Management" slug: "change-control-management" updated: 2025-07-11T16:34:24Z published: 2025-07-11T16:34:24Z canonical: "documentation.decisions.com/change-control-management" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt > Use this file to discover all available pages before exploring further. # Change Control Management This Accelerator helps users by providing a system for managing change control processes. This project allows the user to create, assign, and complete tasks for their change control process. --- ## Key Features - Users can create departments and associated resources. - **Change Activities** can be associated with specific **Resource Types** and used to create **Change Control Tasks.** - **Change Activities** can be copied between **Resource Types.** - The ability to sign, complete, and cancel **Change Control Tasks.** --- ## Considerations - Users should have the [Error Handling Accelerator](https://documentation.decisions.com/projects/docs/error-handling) installed before utilizing this Accelerator. - The **Error Handling** Project should be installed prior to using **Change Control Management.** - The **Error Handling** Project can be installed from the **My Apps** folder. --- ## Main Flows The key Flows in this build are listed below: ### Create Department This Flow allows the user to create a new department. It displays the **Create Department** form, allowing the user to specify a department name and the email address of the department manager. These details are used to create the new department. ### Complete Change Control Task This User Action Flow is used to complete a **Change Control Task** that has been assigned to the user. A Form is displayed showing the **Resource Name**, instructions, a text field for comments, and a file upload area. Upon filling out the form, the **Change Control's** state is changed to **"Completed"** and the comments are saved. The uploaded file is also saved. This action is only available to open tasks and can only be completed by the assignee. ### Cancel Change Control Task This User Action is used to cancel a **Change Control Task** that has been assigned to the user. a confirmation message is displayed, prompting the user to confirm that they want to cancel the task. The **Change Control's** state is then changed to **"Cancelled."** This action is only available on open tasks and can only be completed by the submitter. --- ## How to Use Change Control Management This section details how to use the **Change Control Management** project. This includes creating departments, creating **Resource Types**, and assigning, completing, and canceling tasks. ### Create Department 1. In the **Change Control Management** folder tree, navigate to the **Change Control Resources** dashboard. Click on the **Resources** tab. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1709050804731.png) 2. Click the **Create Department** button in the top left corner of the action bar. A form will be displayed. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1721401747984.png) 3. Provide a department name and the email address of the individual managing the department. 4. Click **Save.** 5. The new department will be visible in the **Department Report** shown on the Page. ### Create Resource Type 1. In the **Change Control Management** folder tree, navigate to the **Change Control Resources** dashboard. Click on the **Resources** tab. 2. Click the **Create Resource Type** button in the top left corner of the action bar. A form will be displayed. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1721401766978.png) 3. Provide the **Resource Type Name** and **Category** in the form. 4. Click **Save.** ### Create Resource **Resources** are specific to a department and have an associated **Resource Type.** The department and **Resource Type** should be created prior to creating a new **Resource.** 1. In the **Change Control Management** folder tree, navigate to the **Change Control Resources** dashboard. Click on the **Resources** tab. 2. In the **Department Report** on the left side of the page, right click on the department that you want to create a **Resource** for. 3. Click the **Create Resource** user action. A form will be displayed. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1721401827397.png) 4. In the form, the user will provide a name, description, documentation link, and manager email for the **Resource**. The user will also select the associated **Resource Type**. 5. Click **Save.** 6. The new **Resource** will be visible in the **Resource Report** on the right side of the page. ### Create Activities **Change Activities** are associated with a specific **Resource Type**. The **Resource Type** should be created prior to creating new **Activities.** 1. In the **Change Control Management** folder tree, navigate to the **Change Control Resources** dashboard. Click on the **Activities** tab. 2. In the **Resources Type Report** on the left side of the page, right click on the **Resource Type** that you want to create **Activities** for. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1721401795076.png) 3. On the form, enter the name and instructions for the new **Activity.** If the assignee will need to provide comments for the task, click the **Is Comment Required** checkbox. If the assignee will need to upload a file or document for the task, click the **Is Evidence Required** checkbox. 4. To create multiple **Activities**, click the **Add** button and provide the details for the additional **Activities.** 5. To remove an **Activity**, make sure it is selected and click the **Remove** button. 6. Once all desired **Activities** have been added, click **Submit.** ### Copy Activities **Activities** can be copied between **Resource Types.** 1. In the **Change Control Management** folder tree, navigate to the **Change Control Resources** dashboard. Click on the **Activities** tab. 2. In the **Resource Type Report** on the left side of the page, click the **Resource Type** that has the activities that you wish to copy. This will update the child report on the right side of the page, allowing you to see its associated **Change Activities.** 3. In the **Change Activity Report** on the right side of the page, right click on the **Change Activity** that you wish to copy. 4. Click the **Copy Activities** user action. 5. In the form, select the **Resource Type** that you want to copy the **Activities** to. 6. Click **Move.** ### Assign Change Control Task **Change Controls** have an associated **Resource**. The **Resource** and **Activity** should be created prior to assigning a task. 1. In the **Change Control Management** folder tree, navigate to the **Change Control Resources** dashboard. Click on the **Resources** tab. 2. In the **Resource Report** on the left side of the page, right click on the **Resource** that you want to assign a task for. 3. Click on the **Assign Change Control Task** user action. 4. On the form, select the **Activity** and desired assignee for the task. Comments and additional information can be added in the **Additional Notes** textbox. 5. Click **Assign Task.** 6. This action can also be completed from the **Department View, Resource View, Change Control Page,** or the **Change Control History** dashboard. ### Complete Change Control Task **Change Control Tasks** can only be completed by the assignee. The action is only available for tasks that are still open. 1. In the **Change Control Management** folder tree, navigate to the **Change Control History** dashboard. 2. From the **My Change Control Tasks Report**, right click on the desired task. 3. Click the **Complete Change Control Task** user action. 4. The assignment can be completed from popup notification or email notification. This will open the task form. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1721401877017.png) 5. The form will display the **Resource Name** and **Instructions.** The user can also provide comments and upload evidence. 6. Click **Complete Task.** 7. This action can also be completed from the **Department View, Resource View,** or **Change Control Page.** ### Cancel Change Control Task **Change Control Tasks** can only be canceled by the submitter. The action is only available for tasks that are still open. 1. In the **Change Control Management** folder tree, navigate to the **Change Control History** dashboard. 2. From the **My Change Control Tasks Report**, right click on the desired task. 3. Click the **Cancel Change Control Task** user action. 4. A confirmation message will be displayed. 5. Click **Cancel**. 6. This action can also be completed from the **Department View, Resource View,** or **Change Control Page.**