---
title: Document Change Request Process
description: "How Document Change Requests Work in Symbiant ## Change Request Logic In Symbiant, Documents can be given change requests when they are published. These can contain only small edits or entirely new versions of a Document. Once a change request…"
url: "https://support.symbiant.co.uk/kb/document-change-request-process/"
updated: "2023-11-06"
category: Document Management Basics
tags:
  - Add
  - Assign
  - Updating
---

# Document Change Request Process

How Document Change Requests Work in Symbiant

## Change Request Logic

In Symbiant, Documents can be given change requests when they are published.

These can contain only small edits or entirely new versions of a Document.

Once a change request has been added, it is reviewed, approved or rejected, and then can be combined to create the next document revision.

The steps of a Change Request are;

- A change request is added to a Published Document,
- An Admin/Owner or a user with permissions can approve or reject a Request,
- If a Request is approved it can be combined to create the next Document Revision.

## Adding a Change Request

*Please Note: This will depend on your user role access and permissions if you can add Change Requests.*

### Accessing Change Requests

Navigate to **Document Management **from the left menu,

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Management-Module-Menu.webp)

Select any **Published****Document**.

### Adding a Change Request

Navigate to the **Change Request**tab inside the Record.

Select **Add Change Request**on the view.

Add the **Details**.

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Adding-a-Change-Request.webp)

You can also choose to add a supporting document, both a version that would be officially accessible and the source file. *(Which can be used as the editable copy)*

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Adding-a-Change-Request-Files.webp)

Either add further change requests or save the record from the top right (1) **OR **save and edit, causing you to remain on the Document Record (2)

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Save-and-Edit.webp)

## Giving a Decision to a Change Request

There are two locations where change request decisions can be given, the Document Module or the Change Request Universe.

### Accessing Change Requests (Document Manager)

Navigate to **Document Management **from the left menu,

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Management-Module-Menu.webp)

Select any **Published****Document**.

### Giving a Decision

Navigate to the **Change Requests**tab inside the Record.

Next to the Change Requests shall be a Decision choice,

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Change-Request-Decisions.webp)

Select that you either **Approved** and **Rejected** the Change Request,

Selecting **Rejected** allows a comment for the reason why.

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/New-Approval-Rejection.webp)

Once you've given any decisions save the record from the top right (1) **OR **save and edit, causing you to remain on the Document Record (2)

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Save-and-Edit.webp)

### Accessing Change Requests (Change Request Universe)

Navigate to **Change Request**from the left menu,

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Change-Menu.webp)

 

Select any outstanding change requests,

*Note: This is based on Roles and Permissions to what you can actively view in the Change Request Universe.*

### Giving a Decision

Next to the Change Request shall be a Decision choice,

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Change-Request-Decisions.webp)

Select that you either **Approved** and **Rejected** the Change Request,

Selecting **Rejected** allows a comment for the reason why.

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/New-Approval-Rejection.webp)

Once you've given any decisions save the record from the top right (1) **OR **save and edit, causing you to remain on the Change Request Record (2)

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Save-and-Edit.webp)