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- Change Request Management
- Data model
The tables behind Change Request Management
Change Request Management ships with 10 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 10
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and projects
Organizations own Projects and team members; Users link people to platform accounts.
Scoped change
Work packages link to the affected Projects, owning Organizations and team members.
Delivery and impact
Impact assessments and Tasks belong to work packages, with project and person references where recorded.
Review and evidence
Review decisions, record attachments and operation receipts retain decisions, files and action outcomes under the package.
Every table, by feature
- Organization and projects4
- Scoped work packages6
- Impact assessments6
- Task delivery5
- Review decisions5
- Evidence and receipts5
- Shared and settings1
- Organizations
Organizations that own change work, with operating time zone and currency.
- Projects
Projects and affected systems that change requests are raised against.
Linked to Organizations, Team members - Work packages
Scoped change work packages: the governed unit of change, baseline and revision.
Linked to Projects, Team members, Organizations - Team members
People who prepare, own and review change work, linked to their organization and platform user.
Linked to Organizations, Users
- Work packages
Scoped change work packages: the governed unit of change, baseline and revision.
Linked to Projects, Team members, Organizations - Projects
Projects and affected systems that change requests are raised against.
Linked to Organizations, Team members - Organizations
Organizations that own change work, with operating time zone and currency.
- Tasks
Planned and actual work lines under a work package.
Linked to Work packages, Team members, Projects - Impact assessments
Impact assessments supporting approval of a scoped change request.
Linked to Projects, Team members, Work packages, Organizations - Review decisions
Independent reviewer decisions recorded against a work package revision.
Linked to Team members, Projects, Work packages
- Impact assessments
Impact assessments supporting approval of a scoped change request.
Linked to Projects, Team members, Work packages, Organizations - Work packages
Scoped change work packages: the governed unit of change, baseline and revision.
Linked to Projects, Team members, Organizations - Projects
Projects and affected systems that change requests are raised against.
Linked to Organizations, Team members - Organizations
Organizations that own change work, with operating time zone and currency.
- Team members
People who prepare, own and review change work, linked to their organization and platform user.
Linked to Organizations, Users - Record attachments
Evidence files attached to a work package record.
Linked to Team members, Work packages
- Tasks
Planned and actual work lines under a work package.
Linked to Work packages, Team members, Projects - Work packages
Scoped change work packages: the governed unit of change, baseline and revision.
Linked to Projects, Team members, Organizations - Projects
Projects and affected systems that change requests are raised against.
Linked to Organizations, Team members - Team members
People who prepare, own and review change work, linked to their organization and platform user.
Linked to Organizations, Users - Impact assessments
Impact assessments supporting approval of a scoped change request.
Linked to Projects, Team members, Work packages, Organizations
- Review decisions
Independent reviewer decisions recorded against a work package revision.
Linked to Team members, Projects, Work packages - Work packages
Scoped change work packages: the governed unit of change, baseline and revision.
Linked to Projects, Team members, Organizations - Team members
People who prepare, own and review change work, linked to their organization and platform user.
Linked to Organizations, Users - Impact assessments
Impact assessments supporting approval of a scoped change request.
Linked to Projects, Team members, Work packages, Organizations - Record attachments
Evidence files attached to a work package record.
Linked to Team members, Work packages
- Record attachments
Evidence files attached to a work package record.
Linked to Team members, Work packages - Operation receipts
Durable receipts for every governed action, keyed for idempotent retries.
Linked to Team members, Work packages - Work packages
Scoped change work packages: the governed unit of change, baseline and revision.
Linked to Projects, Team members, Organizations - Team members
People who prepare, own and review change work, linked to their organization and platform user.
Linked to Organizations, Users - Review decisions
Independent reviewer decisions recorded against a work package revision.
Linked to Team members, Projects, Work packages
Keys and references
The package’s record number and Revision identify the scope under review. Review decisions.source revision identifies the revision the reviewer examined. Operation receipts.operation key and expected revision connect an attempted action with its expected package state. Use the actual references to move from a project to its packages and from a package to its assessments, tasks and review history.
Migration order
- Import Organizations, then Users and team members with their organization and user references.
- Import Projects with their organization and owner links.
- Import work packages with project, organization and owner references and current revisions.
- Import impact assessments and Tasks under their parent packages.
- Import record attachments, review decisions and operation receipts with the relevant parent and person references.
- Reconcile package revisions, decision source revisions, task effort and receipt outcomes before opening the working screens.
Set up Change Request Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.