IT change requests

Template

Pipefy’s IT Change Requests Template is designed to help you manage and keep track of your IT department’s recurrent and new change requests. In these processes, you will deal with deadlines, approvals and quality tests which will give you more consistent data and results of the changes made in your systems.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Name
  2. Email
  3. Request title
  4. Type of change
    • Enhancement
    • Maintenance
    • New process
    • Project
    • Repair
  5. Project name
  6. Urgency level
  7. Requested Go Live date
  8. Request reason
  9. System
  10. Request ID

Backlog

Primary approval

  1. Approver
  2. Is the information provided enough?
    • Yes
    • No (email the requester for more info)
  3. Scope of change
    • Global
    • Regional
    • Local
  4. Estimated budget
  5. Considerations
  6. Documentation
  7. Do you approve this change request?
    • Yes
    • No

Planning

  1. Necessary features
  2. Extra features
  3. Restrictions

Approval and schedule

  1. Approval and scheduling team
  2. Is the requested Go Live date feasible?
    • Yes
    • No
  3. Reasons for changing the requested Go Live date
  4. New Go Live date

Development

  1. Has the change been fully developed?
    • Yes
    • No

Testing

  1. Test type
  2. Test comments
  3. Test documentation
  4. Was the test successful?
    • Yes
    • No
  5. Failed tests
  6. Is it a solvable issue?
    • Yes (move the card back to “Approval and schedule”)
    • No (change failed)

Go Live clearance

  1. Ready to Go Live?
    • Yes
    • No
  2. Adjustments needed

Go Live

  1. Is the change live?
    • Yes
    • No
  2. Additional documents

Live

Disapproved

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