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Change Control Template

Create and Manage Change Control Template in Qualio

Matus avatar
Written by Matus
Updated this week

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

  1. Go to Settings -> Organization settings.

  2. Click on the "Change control".

  3. To edit click on the "Edit" button.

  4. You can edit or add or remove the section headings.
    Note: The template requires at least one section.

  5. 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:


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