Change Request Form
Want to change something in production? Fill this out first. No rollback plan, no change approval. Period. This is how w...
3 steps
9 fields
2 automations
Information Technology requests
Project management form for Tallyfy
Control scope creep before it derails your project
Every change request looks small until you add up the time and budget impact. This form forces requesters to document costs, timeline effects, and justification before anyone starts work on changes.
2 steps
9 fields
1 automations
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Project Change Request Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission why this works | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Form Preview
Enter text...
Enter text...
Select option...
Enter description...
What do you want to change? Be specific.
Enter description...
How many days or weeks will this add? Or does it actually save time?
Enter description...
What is the cost? Include labor, tools, and any hidden costs.
Enter description...
What deliverables are affected? What gets delayed, removed, or added?
Enter description...
Why is this change necessary? What happens if we do not do it?
Select option...
Higher impact = higher approval level needed.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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