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Change Request Workflow Overview

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Change Requests progress through a series of activities defined within the workflow:

  1. Create Change Request: The Creator navigates to Contents > Unified Change Management > Change Requests > Create New Change Request. The request is saved as a Draft.
  2. Prepare Change Proposal: The Creator enters the Change Request details (e.g., Title, Reason for Change, Description, Priority, etc.). If needed, they list proposed Affected Items and add Supporting Data. Once ready, the Creator casts their vote:
    • Perform Impact Analysis: Moves the Change Request to the Analyze Change Impact step.
    • Send for Review: Moves the Change Request to the Review Change Proposal step.
    • Fast Track Approval: Approves the Change Request immediately if the change is minor and does not require further Impact Analysis or detailed review.
  3. Analyze Change Impact: Change Managers or other team members review the Change Request to ensure all necessary Affected Items are included and assess the overall impact.
  4. Review Change Proposal: The Change Review Board evaluates the proposal, including Impact Analysis, Affected Items, proposed actions, and planned completion date. After the review, they cast their vote:
    • Approve: Moves the Change Request to the Approved state, allowing a Change Order to be created.
    • Rework: Returns the plan for necessary adjustments.
    • Reject: Declines the Change Request.