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Change request workflow template

Plan a change in a production system, get it approved, execute it and record the outcome.

5 steps 19 fields
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Change

    Whoever starts the request

    Describe what will change and when.

    7 fields in the request form
    • Title * Text
    • System or service * Text
    • Type *Planned, Emergency Choice
    • What will change and why * Long text
    • Planned start * Date and time
    • Planned end * Date and time
    • Will there be downtime? *No, Yes Choice

  2. Technical plan

    The requester

    Detail how it will be done and how to undo it.

    5 fields
    • Risk *Low, Medium, High Choice
    • Step by step * Long text
    • Rollback plan * Long text
    • Notice to users * Long text · when needed
    • Test evidence Files

  3. Approval

    A person or team you choose

    Two approvers review the plan and the window.

    Approval: Approvers you choose, 2 approvals needed Due in 2 days (business time)
    2 fields
    • Window * Checkbox
    • Notes Long text

  4. Execution

    A person or team you choose

    Execute the change and record the result.

    3 fields
    • Executed at * Date and time
    • Result *Successful, Completed with issues, Rolled back Choice
    • What went wrong? * Long text · when needed

  5. Validation and closing

    A person or team you choose

    Make sure everything is stable before closing.

    Due in 2 days (business time)
    2 fields
    • ValidationMonitoring is normal, Users validated the change, Documentation updated Checklist
    • Notes Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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Request → IT assessment → Purchase approval → Prepare and deliver → Confirm receipt

Incident report

Report something that is down or broken, follow the fix and learn from the serious ones.

Report → Triage → Resolution → Post-mortem → Confirm the fix

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template