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 | 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 recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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