{"id":148155,"date":"2023-03-23T20:01:44","date_gmt":"2023-03-23T23:01:44","guid":{"rendered":"https:\/\/sandbox2.institutopmg.com\/itsm\/how-to-create-a-change-request-form\/"},"modified":"2025-12-16T14:43:11","modified_gmt":"2025-12-16T17:43:11","slug":"how-to-create-a-change-request-form","status":"publish","type":"post","link":"https:\/\/sandbox2.institutopmg.com\/en\/how-to-create-a-change-request-form\/","title":{"rendered":"How to create a Change Request Form from scratch and in practice"},"content":{"rendered":"

The Change Management<\/a> process is one of the most important processes in IT, especially in the infrastructure area where substantial changes frequently occur. Therefore, it is essential that you know how to create a Change Request Form (CRF).<\/span><\/p>\n

But making changes is not easy. That is why the Change Request form, or CRF, is a fundamental tool to ensure that a change occurs in a healthy way within your organization.<\/span><\/p>\n

Without a good form, it becomes impossible to consult past changes, who approved them, who was affected, and who requested them. In addition, we cannot say what was actually done, what went wrong, what went well, and what was reversed. Without a good form, we do not share the responsibility of the change with the team, registering potential impacts and the action plan.<\/span><\/p>\n

The CRF form is the heart of changes. That’s why today we are going to learn how to build it.<\/span><\/p>\n

Example of CRF Form<\/b><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
ID<\/span><\/td>\n9999-BR<\/span><\/td>\n<\/tr>\n
What will be done?<\/span><\/td>\nUpdating the Windows OS on Server X-SRV01<\/span><\/td>\n<\/tr>\n
Requester<\/span><\/td>\nThe service owner<\/span><\/td>\n<\/tr>\n
Justification<\/span><\/td>\nThe change is being made due to the resolution of X incidents.<\/span><\/td>\n<\/tr>\n
Expected Date<\/span><\/td>\nFrom Saturday at 10am to Sunday at 2pm<\/span><\/td>\n<\/tr>\n
Issuance Date<\/span><\/td>\n11\/27\/2022<\/span><\/td>\n<\/tr>\n
Estimated Time<\/span><\/td>\n4 hours, divided as follows:<\/span><\/td>\n<\/tr>\n
Testing Time<\/span><\/td>\n1 hour<\/span><\/td>\n<\/tr>\n
Approval Time<\/span><\/td>\n1 hour<\/span><\/td>\n<\/tr>\n
Recovery Time<\/span><\/td>\n1 hour<\/span><\/td>\n<\/tr>\n
Preparation Time<\/span><\/td>\n1 hour<\/span><\/td>\n<\/tr>\n
Approver<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Executor<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Tester<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Should it be done in contingency?<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
If yes, how much additional time?<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
If not, what is the deadline for doing it in contingency?<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Will it take the same amount of time?<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
And if something goes wrong, what do you do? What is Plan B? Plan C?<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Impact<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Category<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Impacted Services<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Urgency<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Warranty Period<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Evaluation Period<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n\n\n\n\n
Preparation Process<\/span><\/td>\nDescribe it!<\/span><\/td>\n<\/tr>\n
Preparation Return<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Change Step-by-Step<\/span><\/td>\nDescribe it!<\/span><\/td>\n<\/tr>\n
Return Process<\/span><\/td>\nDescribe it!<\/span><\/td>\n<\/tr>\n
Plan B, C, D<\/span><\/td>\nDescribe it!<\/span><\/td>\n<\/tr>\n
Remediation Plan<\/span><\/td>\nIn the last resort: call the boss<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n\n
Who will approve this CRF?<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
RACI<\/span><\/td>\n\u00a0<\/span><\/td>\n<\/tr>\n
Change Assessment\u00a0<\/span><\/td>\nDescribe everything that was done:<\/span><\/p>\n