> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/administration-and-configuration/configuring-application-settings/change-request-application-settings.md).

# Change Request Application Settings

Configure and manage settings for the Change Request application.

## Overview

Before the **Change Request** application can be used, administrators (or authorized users) must configure the application settings.

***

## Configuring Application Settings

{% stepper %}
{% step %}

### Configuring Platform Settings

> **Navigation Path (Menu Bar):** `Facilities > Settings`

Use this module to establish a connection between the system and the target environment.

* **Base URL**: Enter the base address of the EPC server where data is stored.
* **Administrator Credentials**: Enter the EPC administrator’s username and password.
* Click **Test** to verify the connection.
* Once validated, select the environment for data retrieval from the **Default Environment** dropdown.
* Click **Save** to apply the configuration.

***

{% endstep %}

{% step %}

### Configuring QMS Admin Settings

> **Navigation Path (Menu Bar):** `QMS > QMS Admin Settings`

Use these modules to define options that populate dropdowns across the application.

#### <i class="fa-folder-gear">:folder-gear:</i>  General Settings

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th align="center"></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Category</strong></td><td align="center"></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fx6uBM1Byw0T7NzblGRxe%2F138-1.png?alt=media&amp;token=b2c1d137-547d-452e-b783-4ca9649f781e" alt="" data-size="original"></td><td></td><td>Define main categories and their corresponding subcategories.</td><td><ul><li><code>Category</code> </li><li><code>Subcategory</code> </li></ul></td><td><ul><li><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request#id-2.2-cost-evaluations">Add Cost Evaluation</a></li><li><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></li></ul></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/category.md">Category</a></td><td></td></tr><tr><td align="center"><strong>Currency</strong></td><td align="center"></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FXk42ii6dYdWRTzvNvlXI%2F134-1.png?alt=media&amp;token=c591a6b9-1d75-4296-85f2-8ea3d3668881" alt=""></td><td></td><td>Define currencies used when entering cost values. </td><td><code>Currency</code></td><td><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request#id-2.2-cost-evaluations">Add Cost Evaluation</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/currency.md">Currency</a></td><td></td></tr></tbody></table>

#### <i class="fa-pen-to-square">:pen-to-square:</i>  Change Request Settings

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Change Type</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FUlnJaVxjtlzLYLxrxopj%2F135-1.png?alt=media&amp;token=59a8aef4-0df3-4f26-8d2b-b1e63f052b87" alt="" data-size="original"></td><td></td><td>Define change types and assign default reviewers.</td><td><code>Change Type</code></td><td><a href="/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request.md">New Change Request</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/change-request-application-settings/change-type.md">Change Type</a></td><td></td></tr><tr><td align="center"><strong>Cost Type</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FIPd2aKxu2TZRNJ94ducj%2F136-1.png?alt=media&amp;token=54a141f6-7a15-4867-b7d1-a87d716afd8a" alt=""></td><td></td><td>Define classifications for expenses related to change implementation.</td><td><code>Cost Type</code></td><td><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request#id-2.2-cost-evaluations">Add Cost Evaluation</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/change-request-application-settings/cost-type-list.md">Cost Type</a></td><td></td></tr></tbody></table>

#### <i class="fa-triangle-exclamation">:triangle-exclamation:</i>  Risk Settings

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Project</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FPeE0ALYRauCWmjl9A0Ye%2F137-1.png?alt=media&amp;token=23beed72-7840-46e4-ad4a-cbfe9f157e59" alt="" data-size="original"></td><td></td><td>Define strategic initiatives or projects relevant to your organization.</td><td><code>Project</code></td><td><a href="/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request.md">New Change Request</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/risk-application-settings/project-list.md">Project</a></td><td></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Managing Products / Equipment

> **Navigation Path:** `Apps > QMS > Product(s)/Equipment`

Use this application to define products that may be impacted by changes.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Product</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FckMCqoYoyapffj63vRRN%2F139-1.png?alt=media&amp;token=2bc1344c-8bb5-475f-9b51-5f801b89a37c" alt="" data-size="original"></td><td></td><td>Define organizational products and equipment.</td><td><code>Product</code></td><td><a href="/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request.md">New Change Request</a></td><td><a href="/interfacing-help-files/supplier-and-product-management/products-equipment-application.md">Managing Product(s) / Equipment (Apps)</a></td><td></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Managing Organizational Data

> **Navigation Path:** `Library > Organization`&#x20;

Use this module to define organizational entities involved in the application workflow.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Departments</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FVXdDiMnaBnTctAhcHpdQ%2F140-1.png?alt=media&amp;token=5f79a0cd-2c30-4ad5-9d47-0874e09a3866" alt="" data-size="original"></td><td></td><td>Define departments involved in or affected by change requests.<br><br></td><td><code>Department</code></td><td><a href="/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request.md">New Change Request</a></td><td><a href="/interfacing-help-files/process-analysts/organization-management/creating-and-editing-organization-objects.md">Creating &amp; Editing Organization Objects</a></td><td></td></tr><tr><td align="center"><strong>Users, Roles, &#x26; Groups</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FVXdDiMnaBnTctAhcHpdQ%2F140-1.png?alt=media&amp;token=5f79a0cd-2c30-4ad5-9d47-0874e09a3866" alt="" data-size="original"></td><td></td><td>Define users, roles, or groups participating in the workflow (e.g., reviewers, implementers).</td><td><ul><li><code>Reviewer</code></li><li><code>Action Reviewer</code> &#x26; <code>Action Owner</code></li><li><code>Task Reviewer</code> &#x26; <code>Task Owner</code>    </li></ul></td><td><ul><li><a href="/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request.md#define-scope-and-parameters">New Change Request</a></li><li><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></li><li><a href="/interfacing-help-files/quality-managers/task-management-application/creating-and-managing-tasks/create-new-task.md">Add Task Item</a></li></ul></td><td><a href="/interfacing-help-files/process-analysts/organization-management/creating-and-editing-organization-objects.md">Creating &amp; Editing Organization Objects</a></td><td></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Managing Documentation

> **Navigation Path:** `Library > Process / Document / Rule / Control / Capability`

Use these modules to define organizational documentation. Information is pulled from the connected environment for use in the **Change Request** application.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Documentation</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FplwvJ9fxG45jr4JxS6s1%2F141-1.png?alt=media&amp;token=af972063-097c-4683-a0f4-769c1cd89c75" alt="" data-size="original"></td><td></td><td>Define and manage organizational processes, documents, rules, controls, and capabilities.</td><td><code>Select Folder</code> </td><td><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request#assigning-affected-documentation">New Change Request</a></td><td><a href="/interfacing-help-files/document-control/managing-documentation-in-the-library/creating-new-objects.md">Creating New Documentation</a></td><td></td></tr></tbody></table>

***

{% endstep %}
{% endstepper %}

***


---

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