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- Change Request Management
- Connected systems
Connected systems
Plan the project and evidence connections used around change work.
- Change Request Management
- Project source
- Identity service
- File storage
Systems to connect
- Project source. Agree how project identity, owner and status enter the change workspace when another system owns them.
- Identity service. Link team members to Users so the person doing work can be matched to the right account.
- File storage. Decide how files used for record attachments are stored and made available to permitted reviewers.
How connections are governed
Choose one owner for each incoming project and person identifier. Confirm which updates may change an existing record and how a conflicting revision is handled. Use the operation key and receipt result when investigating repeated or failed governed actions. A connection should preserve the package and review decision history when upstream details change.
Begin with a small project and one sample attachment. Verify the project relationship, account link and reviewer access to the file before expanding the import. Reconcile the affected package and its source revision after any correction.
Set up Change Request Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.