Feature · Change Requests

Change requests that reach CAB ready.

CAB workflow, auto-generated templates, testing checklists, and back-out plans — built in, not bolted on. Raise CRs for software, infrastructure, and operational changes in the same platform you use for work orders.

app.assetos.io/change-requests/CR-2094
Change Requests
CR-2094Payment Service v2.4.0 → ProdNormal
CR-2093Firewall rule update — Site AStandard
CR-2092Auth Gateway cert renewalStandard
CR-2091DB schema migration — reportingNormal
CR-2090Emergency rollback — InventoryEmergency
Change Requests/CR-2094
Payment Service v2.4.0 → ProductionCAB REVIEW
Normal change · Raised by Priya K. · CAB: 8 May 2026 14:00
Draft
CAB Review
Approved
In Progress
Closed
Change Type
Normal
Priority
High
Affected Service
Payment Service
Target Version
v2.4.0 → Production
CAB Date
8 May 2026 14:00
Implementation Window
10 May 00:00–02:00
Overview
Testing (4 steps)
Back-out Plan
Approvals (2/3)
Documents
SM
Sarah M.
Change Manager
APPROVED
7 May 09:14
JO
James O.
Platform Lead
APPROVED
7 May 11:30
DK
Dana K.
Security CAB
PENDING
Awaiting
Activity
MAY 7 · 11:30
APPROVECAB approval: James O. (Platform Lead) approved
MAY 7 · 09:14
APPROVECAB approval: Sarah M. (Change Manager) approved
MAY 6 · 16:45
TESTTesting step 4 signed off — Staging smoke test passed
MAY 6 · 15:00
TESTTesting steps 1–3 completed · Priya K.
MAY 5 · 10:20
CREATECR-2094 raised from normal template · Priya K.
MAY 5 · 10:21
LINKLinked to asset: Payment Service v2.4.0
Before AssetOS

CRs reach CAB with half the fields missing.

  • CR raised by email — no standard fields, half missing
  • CAB approval via Slack DM — no audit trail, no timestamp
  • Testing plan written from scratch every time (when written at all)
  • Back-out plan: "we'll roll back if needed"
  • Client CRs tracked in a separate spreadsheet per account
  • No link between the CR and the software version being deployed
With AssetOS

Template auto-fills. CAB approves. Evidence is automatic.

  • Change type auto-generates the right template — no blank fields reach CAB
  • CAB approval chain configured once — approvals timestamped in the record
  • Testing checklist built into the CR — sign off each step before CAB review
  • Back-out plan is a required section, not an afterthought
  • Client CRs scoped to client assets — all accounts in one platform
  • CR links directly to the software version record in Software Asset Management
01 · CAB WORKFLOW

Structured approval. Not a Slack thread.

Each change request routes through a configurable CAB approval chain. Approvers receive notifications, record their decision, and the full approval history is permanently attached to the CR — timestamped, named, and exportable for audit.

  • Configurable CAB chain per change type — standard, normal, and emergency flows
  • Each approver receives a notification with the full CR detail
  • Approval, rejection, or conditional approval — all options with notes
  • Full audit trail: who approved, when, and what they reviewed
CAB APPROVALS · CR-2094
Sarah M.Change Manager
APPROVED7 May · 09:14

Verified testing complete. Standard window acceptable.

James O.Platform Lead
APPROVED7 May · 11:30

Deployment plan reviewed. Back-out tested in staging.

Dana K.Security CAB
PENDING

Awaiting review

2 of 3 approvals received. Awaiting Security CAB sign-off before implementation window.
NEW CHANGE REQUEST · Select type
STANDARD

Pre-approved change with defined procedure. Fast-track CAB.

NORMAL← selected

Requires full CAB review, testing plan, and back-out procedure.

EMERGENCY

Expedited review. Shortened template. Post-implementation review required.

Template auto-generated for Normal change
✓ Summary and business justification
✓ Affected assets and downstream services
✓ 4-step testing checklist (customisable)
✓ Back-out plan with rollback owner
✓ Implementation window
✓ CAB approval chain (Change Manager + Tech Lead + Security)
02 · TEMPLATE AUTO-GENERATION

Pick the change type. Get the right form.

Standard, normal, and emergency changes each need different levels of scrutiny. When you select a change type, AssetOS auto-generates the correct template — pre-populating required sections, testing steps, and the right CAB approval chain. No blank fields. No forgotten back-out plans.

  • Standard: pre-approved procedure, minimal fields, fast-tracked CAB
  • Normal: full template — testing, back-out plan, business justification, full CAB
  • Emergency: expedited form, reduced fields, post-implementation review auto-scheduled
  • Custom templates configurable per team or client without engineering involvement
03 · TESTING & BACK-OUT PLANS

Every CR has a back-out plan. No exceptions.

Testing checklist and back-out plan are required sections on every normal and emergency CR — not optional fields that get skipped. Technicians sign off each testing step individually. The rollback procedure is captured and reviewed by CAB before approval is granted.

  • Testing checklist with step-by-step sign-off — each step timestamped
  • Back-out plan includes rollback owner, rollback procedure, and verification steps
  • Testing status visible to CAB approvers before they vote
  • Failed testing step halts CAB review — prevents incomplete changes reaching production
TESTING CHECKLIST · CR-2094
01
Deploy to Dev and run unit tests
Priya K. · May 5
PASSED
02
Integration tests against Payment gateway stub
Priya K. · May 5
PASSED
03
Load test on Staging (10k req/min for 30 min)
Priya K. · May 6
PASSED
04
Staging smoke test — end-to-end checkout flow
Priya K. · May 6
PASSED
BACK-OUT PLAN
Rollback owner
James O. (Platform Lead)
Rollback procedure
Re-deploy v2.3.0 from Production snapshot via CI/CD pipeline
Verification steps
Run smoke test · Confirm checkout flow · Alert on-call
Estimated rollback time
< 15 minutes
LINKED ASSETS · CR-2094
Payment Service
Software Asset · v2.4.0 → Production
ON THE SOFTWARE ASSET RECORD
Payment Service1 OPEN CR
Overview
Versions
Deployments
Change Requests (1)
CR-2094v2.4.0 → Production · CAB ReviewMay 7
04 · SOFTWARE VERSION LINKING

CR links to the version. Version shows the CR.

When a CR covers a software deployment, link it directly to the version record in Software Asset Management. The CR inherits the asset context — affected service, current production version, deployment environment. The software asset record shows open CRs in a dedicated tab.

  • Link any CR to one or more software asset version records
  • CR auto-inherits affected service and environment from the linked version
  • Software asset record shows "Change Requests" tab — see every CR for that software
  • Close the loop: CR approval → deployment logged against the version automatically
Change management, simplified.

CRs and work orders. One platform.

Why operations teams manage maintenance and change together.

0
Fields missing when a CR reaches CAB — templates pre-populate every required section.
Change types (standard, normal, emergency) each with the right template auto-generated.
100%
Of normal and emergency CRs require a back-out plan — required field, not optional.
1
Platform for work orders, PMs, CRs, and software assets — no context switching.
Who benefits

Built for the people who own the change process.

IT Change Manager

Stop chasing approvals across four channels.

CAB approval chain runs in the platform. Approvers get notified, vote with notes, and the audit trail builds itself. No more Slack DMs that disappear.

MSP / Service Provider

Raise CRs for every client. One login.

Client CRs scoped to client assets, managed through a single platform. No spreadsheet per account, no email threads per client. Each client sees only their change history.

Compliance / Audit Lead

Every CR is audit-ready by default.

Approval timestamps, testing sign-offs, and back-out plans are captured automatically — not reconstructed before an audit. Export the full CR history as PDF in two clicks.

Common questions

What is the difference between a change request and a work order?

Work orders cover routine and reactive maintenance — assign to a technician, execute, close. Change requests cover formal modifications to systems, software, or infrastructure that need CAB approval, a testing plan, and a documented rollback before work begins. AssetOS manages both in the same platform.

How does CAB approval work in AssetOS?

Each CR routes through a configurable approval chain. You define the CAB members per change type (standard, normal, emergency). Each approver receives a notification, reviews the full CR including testing status, and casts their decision with optional notes. All decisions are timestamped and attached to the record.

Can we use AssetOS as an MSP raising CRs for client systems?

Yes. AssetOS is built for multi-client operations. CRs are scoped to specific client asset records. Each client has their own change history and you manage all of them under one login without mixing client data.

Is change request management available on all pricing plans?

Change requests are available on the Professional and Enterprise plans. Start a free trial to explore the full platform — no credit card required.

Change requests · Work orders · One platform

CRs that reach CAB complete, every time.

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