You can edit the Change Control (CC-) Template via the Organization Settings, and after the changes are saved, it displays in newly created documents or documents reverted to draft.
Note: Existing documents that already are in draft, for review, for approval, approved or effective will not be updated.
How to Edit the Change Control Template
Go to Settings -> Organization settings.
Click on the "Change control".
To edit click on the "Edit" button.
You can edit or add or remove the section headings.
Note: The template requires at least one section.
Select "Next" and in this screen you can add default content to a section. This content is editable in the Change control tab of a document.
Please Note
You can not edit the template title "Change control" or prefix "CC-".
Updating this CC template does not update the template used for Document Change Requests.
Next Steps
Now that you’ve created a new Change Control Template, see the links and resources below for next logical steps:
Questions about how to access the Change Control for an Effective Document in the Workspace or Library? Click here.
Ready to explore several options to manage change within Qualio? Click here.
Ready to create your new document? Click here.
Need to see the big picture? Click here to view Change Control tab in Document.


