What is Change Management?

Enterprise-grade change control for asset operations. Approval workflows, step-by-step implementation plans, backout procedures, and complete audit trails.

Not every change is a break-fix. When you're upgrading firmware, reconfiguring equipment, or rolling out updates across locations, you need a plan—and a way to undo it if things go wrong. Change Management brings enterprise-grade control to your asset operations.

Controlled change, not chaos

You need to push a software update to 200 vending machines across 15 locations. With a work order, you'd just say "update the machines" and hope for the best. With Change Management, you define the exact steps: which firmware version, which machines first (pilot group), what to check after install, and critically—how to roll back if something breaks. The change request goes through approval. Field techs follow the step-by-step plan. If machine #47 starts rejecting cards, the backout procedure is right there. Every action logged, every decision documented.

Change Request Templates

Don't start from scratch every time. Build templates for your common change types—firmware updates, configuration changes, component swaps, seasonal adjustments. Templates enforce consistency: every change of a given type follows the same structure, captures the same information, goes through the same approvals.

Pre-built templates for common change types
Custom fields for your specific requirements
Required sections that can't be skipped
Template-level approval routing

Approval Workflows

The right people need to sign off before changes happen. Define who approves what—by change type, by risk level, by affected assets. Simple changes might need one approval. High-risk changes might need technical review, management sign-off, and a maintenance window. AssetOS routes requests automatically and tracks where they're stuck.

Multi-level approval chains
Approval routing by change type or risk
Approval deadlines and escalation
Full approval audit trail

Step-by-Step Implementation Plans

"Update the firmware" isn't a plan. A real plan has numbered steps, expected durations, verification checks, and clear pass/fail criteria. Build detailed implementation plans that field techs can follow exactly. No guesswork, no "I thought you meant..." conversations.

Ordered implementation steps
Time estimates per step
Verification checkpoints
Go/no-go decision points

Backout & Rollback Procedures

What happens when things go wrong? Every change request includes a backout plan—step-by-step instructions to undo the change and restore the previous state. When a field tech hits a problem at 2am, they don't need to call someone. The rollback procedure is right there.

Mandatory backout plan for each change
Rollback triggers and criteria
Step-by-step restoration procedures
Post-rollback verification steps

Risk Assessment & Impact Analysis

Understand what you're changing before you change it. AssetOS shows you the blast radius—which assets are affected, what depends on them, who uses them. Classify changes by risk level. High-risk changes get more scrutiny, tighter controls, and narrower maintenance windows.

Risk classification (low, medium, high, critical)
Affected asset identification
Dependency mapping
Business impact assessment

Change Calendar & Scheduling

See all planned changes in one view. Avoid conflicts—don't schedule two changes to the same asset, or overlapping changes in the same location. Blackout periods for critical business times. Coordinate across teams so everyone knows what's happening when.

Visual change calendar
Conflict detection and warnings
Blackout period enforcement
Maintenance window scheduling

Post-Implementation Review

The change isn't done when the work is done. Capture what happened, what worked, what didn't. Document lessons learned. Track whether the change achieved its goals. Feed insights back into better templates and procedures for next time.

Implementation outcome tracking
Success/failure documentation
Lessons learned capture
Actual vs. planned comparison

Complete Audit Trail

Every change request tells a complete story. Who requested it, who approved it, what was planned, what actually happened, who did the work, what issues came up. For compliance, for troubleshooting, for "what happened to that machine?"—it's all there.

Complete request-to-completion history
Approval chain documentation
Implementation logs with timestamps
Exportable audit reports

Built for regulated & operational environments

Vending & Retail Tech

Firmware updates, payment terminal changes, menu/pricing updates across fleets

Manufacturing

PLC updates, equipment reconfigurations, production line modifications

Healthcare

Medical device updates with FDA audit trails, calibration changes

Facilities & Building Ops

BMS changes, access control updates, HVAC reconfigurations

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Multi-Party Approvals

Enterprise

Change Management, multi-environment support, and template export are all available on Scale. When you need approval chains that span organizations—external clients, agencies, or oversight bodies—Enterprise adds multi-party capabilities.

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External approval routing — Route changes to external change advisory boards. Internal approvals for test environments, external sign-off required for production.

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Cross-org audit trail — Track both internal and external approval chains in one place. Who approved what, when, across all parties.

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ITSM integrations — Push change requests directly to ServiceNow, Jira Service Management, or other ITSM platforms via API.

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AI-Powered Change Risk Scoring

Coming Soon

Our AI engine will analyze historical change data, asset criticality, and environmental factors to automatically score change risk and recommend approval routing. Fewer surprises, better decisions.

Controlled changes with approvals & rollback.