A change request form helps you manage change efficiently across your projects. Whether it’s adding a new feature, resolving a bug, or making other critical adjustments, this form provides a consistent way to track and evaluate requests. For teams managing frequent updates, especially in complex environments, you can organize, prioritize, and approve requests more smoothly with this form.
A step-by-step guide to using the change request form
Follow these steps to add the change request form to your workflow:
- Initiate the change request. Start by opening the form and entering key details: title, description, and urgency level. By clearly defining the request type—whether it’s a new feature, bug fix, or enhancement—you help the team understand the priority and nature of the change.
- Assess and document affected areas. Note all applications, databases, or infrastructure affected by the change. This way, your team can quickly identify potential ripple effects. This section helps everyone anticipate challenges and coordinate better, making sure that no component is overlooked.
- Complete the impact and risk assessment. Document both the business and technical impacts to provide full context on how the change might affect operations or performance. Use this part of the form to highlight any potential risks and outline a mitigation plan to reduce negative outcomes.
- Assign roles and tasks. Assign specific roles within the form, so each team member knows their responsibilities. This can include steps like reviewing, testing, and approving the change. Role assignment helps streamline tasks across the team, ensuring smoother execution and accountability.
- Monitor, update, and approve. Throughout the change process, use the form to keep updates, comments, and approvals in one place. Encourage team members to add progress notes and approvals, so nothing is missed and everyone stays in sync with real-time changes.
Best practices for using the change request form
Here are some tips to get the most out of your form and keep your projects organized.
Customize the form based on your work processes. You can tailor the form to capture the unique details and approvals that matter most for your team. Adjust fields and response types to match your organization’s flow, whether that means adding a few extra fields for technical reviews or specific approval levels.
Prioritize change requests based on business impact and urgency. You can even rank each request based on its impact–does the change resolve a customer issue or meet an urgent compliance need?
Archive approved forms for future reference and analysis. Once approved, you can save each form in Lumiform for easy reference. This makes it simple to review past requests and identify improvement opportunities while keeping everything in one organized place, especially since the app also has data analysis features.
Download your change request form now
With Lumiform’s change request form, you have an efficient tool to manage and track each step of a change request. From initial submission to approval, this form organizes crucial details, empowering you to handle each request smoothly and keep teams aligned. Set up your team for success with powerful features like role assignments and customizable fields that adapt to your workflow.