Define responsibility
A change approval template defines different responsibilities for change requests and change orders as described in the following table.
| Field | Description |
|---|---|
| CR Coordinator | The selected person is responsible for managing change requests (CR) based on this template. This person will involve further stakeholders and prepare for the change control board (CCB) review if needed. |
| CR Approvers | Team members listed here must approve the change request when it is at the CCB Review state. Only when all approvals are complete from all approvers can the workflow proceed to initiate a change order (CO). It is not required to pre-define the approvers for change requests; this field can be left blank. If this is the case, the CCB will be skipped if no additional approvers are selected on the CR. |
| CO Coordinator | The selected person is responsible for managing change orders based on this template. This person will involve further stakeholders and prepare for the CCB review. |
| CO Approvers | Team members listed here must approve the change order when it is at the CCB Review state. Only when all approvals are complete from all approvers can the workflow proceed to release the changed items. It is not required to pre-define the approvers for change orders; this field can be left blank. If this is the case, you must select additional approvers on the change order before it can proceed to the CCB Review stage. |
| CO Confirmations | Once the change order is approved, it may be required to request acknowledgement by further stakeholders. This field provides the capability to pre-define these team members which are notified right after the CCB review stage. If confirmations are requested, the change order will not complete before all confirmations are complete. |