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Engineering change request form

Engineering change request form

Enhance your change management with a detailed form that covers important steps, from documenting critical parts and assemblies to assessing impacts and gathering approvals.

Use this template
or download pdf
Engineering change request form

Enhance your change management with a detailed form that covers important steps, from documenting critical parts and assemblies to assessing impacts and gathering approvals.

Use this template
or download pdf

About the Engineering change request form

When you need to implement a product or process change, this engineering change request (ECR) form helps you stay organized from start to finish. This template allows you to outline essential details, from the specific parts impacted to approval by each relevant department. It’s built for professionals needing a clear, consistent framework to document, evaluate, and approve changes efficiently.

How to use an engineering change request form

Here’s how to make the form work best for you and your team:

  1. Start with the essentials. Begin by detailing the change information—the “who,” “what,” and “why.” Clearly describe the parts and assemblies affected and identify the root reason for the change. This step gives your team immediate clarity on scope and purpose.
  2. Assess all impacts carefully. In the impact assessment section, address how the proposed change might influence product performance, manufacturing, quality, and other critical areas. You can add extra comments after the Yes/No options. This ensures team leaders have a solid foundation for decision-making.
  3. Outline the implementation plan. Describe the exact changes in detail and give a practical timeline and cost estimate. This part is essential for transparency and aligning resources. Cover potential impacts on inventory, production, and suppliers to keep operations smooth.
  4. Assign responsibilities. Use role assignment within the Lumiform app to delegate tasks to relevant team members. This step is crucial for accountability, as each person can understand their role in the change process and can track actions easily.
  5. Gather approvals and monitor progress. After completing the form, secure approvals from each department manager. Tracking the status and progress of approvals keeps everything on schedule and within regulatory compliance. The Lumiform app’s built-in analytics offer insights for tracking each step to keep the change on course.

Best practices for using the engineering change request form

Follow these tips to maximize the ECR for your team.

Use specific language for each change request to keep the process clear and efficient. Ambiguity can slow down approvals or cause missteps, so be thorough when describing affected parts, assemblies, and the purpose of the change. Clear, detailed information minimizes misinterpretation.

Setting timelines and deadlines is equally important. Define clear timeframes for each phase of the ECR process, from initial assessment to final implementation.

Finally, make it a priority to review completed requests regularly. Periodic evaluations allow your team to spot bottlenecks, recurring issues, or patterns that might hinder progress. Analyzing past requests not only strengthens the ECR process but also provides valuable insights that can be applied to future changes.

Download Lumiform’s engineering change request form today

Capture critical details with a template designed to streamline your change management process. This engineering change request form makes it easier to organize tasks, assign roles, and track every stage of approval, so you can avoid bottlenecks and keep your projects on track. With powerful features like role assignments and analytics, this template makes every step of your ECR process more straightforward and efficient.

Related categories

  • Operational excellence templates
  • General templates
  • Quality assurance templates
  • Templates for manufacturing processes
Preview of the template
Page 1
Change Request Information
Change Request Number
Date of Request
Requested by (Name)
Department
Affected Part Number(s)
Affected Assembly
Reason for Change
Impact Assessment
Impact on Product Performance
Impact on Manufacturing Process
Impact on Quality
Impact on Reliability
Impact on Cost
Impact on Delivery
Other Impacts
Change Implementation Plan
Description of Proposed Change
Reason for Proposed Change
Estimated Implementation Cost
Estimated Implementation Timeline
Impact on Existing Inventory
Impact on Ongoing Production
Impact on Suppliers
Change Approval
Approval by Engineering Manager
Approval by Quality Manager
Approval by Production Manager
Approval by Supply Chain Manager
Approval by Finance Manager
Approval by Project Manager

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Change management essentials: A guide for leadersManagement of change guide: Best practices and strategiesFMEA (Failure modes and effects analysis): The expert guide
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Template collections

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Top 13 free change request forms11 curated needs assessment templates14 free root cause analysis templates for effectiveness
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Change management softwareDigital documentation softwareIssue management softwareChecklist creator app
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

Kotter’s 8 steps of change managementThe three top change management models you should know6 steps to guide employees through organizational changeSuccessful change management in your business

Frequently asked questions

How do I keep track of multiple engineering change requests at once?

Managing several ECRs can get overwhelming. With Lumiform’s app, you can organize and track all active requests, assign roles, and set timelines for each change. The app’s tracking features let you monitor progress, gather approvals in real time, and ensure every request moves forward smoothly.

How do I prioritize engineering change requests in a busy workflow?

To prioritize ECRs, consider their impact on safety, quality, production timelines, and costs. Urgent changes that affect safety or compliance should come first. For other requests, assess their potential benefits versus the effort and resources required. It’s important to set clear prioritization criteria to keep your workflow steady.

What common mistakes should I avoid when filling out an ECR form?

Avoiding vague language is essential–always be specific about the parts, assemblies, and objectives involved. Overlooking potential impacts, such as on suppliers or production timelines, can also lead to unexpected issues down the line. Also, skipping sections can delay approvals, so double-check that each part of the form is complete and detailed.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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