Our team's template for IT change management approvals

Hi everyone! 👋 Our team has been using LogicGate to manage IT change requests for about six months now, and I wanted to share the core framework we built. It took some iteration, but we finally landed on a template that balances control with speed, which I know a lot of us struggle with.

Our main goals were:
* **Standardize the intake form** to capture the right info upfront (saving so many back-and-forth emails).
* **Automate the routing** based on risk level (Low/Standard/High/Emergency).
* **Enforce consistent approvals** without creating unnecessary bottlenecks.
* **Generate a clear audit trail** for compliance (a big win for our SOX requirements).

Here's the basic flow we modeled:

**1. Intake & Risk Assessment:**
* Requester fills out a form with specific fields: Change Type (e.g., Network, Server, Application), Planned Date/Time, Rollback Plan, and a simple risk matrix (Impact x Likelihood).
* A calculated field auto-assigns a Risk Level (Low, Standard, High).

**2. Automated Pathing:**
* **Low Risk:** Auto-approved, logs to a weekly review report.
* **Standard Risk:** Routes to the relevant System Owner + our Change Advisory Board (CAB) mailing list for a 48-hour review period. No objections = auto-approve.
* **High Risk:** Requires explicit CAB member approvals (we have 3 required votes configured).
* **Emergency:** A separate path with post-implementation review requirements.

**3. Post-Implementation:**
* A task is automatically assigned to the requester to confirm implementation success and document any issues.
* All artifacts (form, approvals, closure notes) are bundled into a single record.

The biggest pitfall we overcame was making the initial form *too* complex. We pared it back to the absolute essentials needed for the risk assessment. LogicGate's calculated fields and role-based routing are the real heroes here.

I'm curious—has anyone else built something similar? I'd love to compare notes on how you handle the approval voting for High Risk changes, or if you've integrated it with something like ServiceNow for tickets.

– Amanda