Change request tracking and routing for approval

Purpose

1.1 The automation automates the full lifecycle of change requests in engineering instrumentation workflows by automatically routing, tracking, notifying, and escalating requests for approval.
1.2 Automating ensures all requests follow compliance protocols, stakeholder review, and audit trails in real time.
1.3 This automation involves capturing requests, notifying approvers, logging decisions, and triggering updates to project or instrument records.
1.4 Enhances process efficiency, enables standardized tracking, automates alerts, escalates delays, and records approvals for audits without manual effort.

Trigger Conditions

2.1 Submission of a change request form by an engineer.
2.2 Update to change request status in the project management system.
2.3 Automated timer for pending approvals exceeding a given threshold.
2.4 Receipt of approval/rejection from stakeholders via email, chat, or dashboard.

Platform Variants

3.1 ServiceNow
• Feature: Change Request Table API configuration for automated tracking and routing to approval group.

3.2 Jira
• Function: Issue Transition and Workflow automation for routing change-issue status to Approver user group.

3.3 Microsoft Power Automate
• Connector: Automate trigger on new list item (change request) in SharePoint; automate Approval flow via Teams.

3.4 Salesforce
• Process Builder automation: Update and route "Change Request" custom object for automated approval process.

3.5 Monday.com
• Automation: Board automation for change request status and notifying assigned approver.

3.6 Slack
• Workflow Builder: Automated DM to approvers with interactive approval buttons using Slack API.

3.7 Zendesk
• Trigger: Automate ticket status change and custom field update to escalate or notify stakeholders.

3.8 Google Workspace
• Script: Google Apps Script automated to detect new entries in Google Forms/Sheets and send for email approval.

3.9 DocuSign
• Envelope API: Automatically route change request documents for signature/approval steps.

3.10 Trello
• Butler Automation: Automate card movement, assign user, notify for change approval.

3.11 Asana
• Rule Automation: On task creation in “Change Requests” project, assign and send notifications to approver.

3.12 Outlook
• Power Automate Flow: Automated approval workflow on change request email arrival.

3.13 HubSpot
• Workflow Automation: Route change request form submissions to specific approval pipelines.

3.14 Zapier
• Multi-step Zap: Automated tracking of new change requests and multi-app routing/alerting.

3.15 Freshservice
• Workflow Automator: Automate change workflow, assign approvers, and trigger email/SMS notification.

3.16 Microsoft Teams
• Approvals App: Automated request for approval directly in Teams, track and escalate overdue items.

3.17 Smartsheet
• Automated Workflow: Change request row triggers automated approval or escalation action.

3.18 AWS Step Functions
• Function: Orchestrate Lambda and SNS automated approval and notification steps.

3.19 Webex
• Bot: Automatedly send approval request card to pre-configured approver list.

3.20 Notion
• API Integration: Automated add-to-database for change requests; notify using integration with external approval automators.

Benefits

4.1 Automates manual data entry, improves accuracy and auditability of approval trails.
4.2 Ensures change requests are automatically routed, tracked, and escalated for timely action.
4.3 Automating notifications reduces response time and prevents overlooked changes.
4.4 Automation enforces compliance, streamlines communication, and boosts stakeholder accountability.
4.5 Automator setup reduces administrative workload and shortens process cycles.
4.6 Automatedly enables cross-platform traceability and real-time monitoring of all instrumentation change requests.