• Customer Name / Site:

  • SO#:

  • Conducted on:

  • Prepared by

Basic Information:

  • Date Scheduled:

  • Summary of desired goals:

Please Complete the following questions

  • Discuss with customer details of desired goals

  • Provide details of discussion:

  • Research has been done?

  • Research release notes/engineering guidelines of all related customer equipment and applications to determine details of hardware,softwarec or changes to operational procedures. List each item and its status i.e. 3300 ~ must upgrade memory, teleworker - no change required, user must now dial 9 to get out. Etc.

  • Are there changes to be made?

  • Document change plan that describes what changes to be made to each piece of equipment and/or application. Include regression plan to implement in case of system system change failure.

  • Has the test plan been done?

  • Document a test plan procedure to test each change and overall customer goals.

  • Have backups been done?

  • Backup all database on customer server prior to any changes. List folder name, filename and dates of all backed up databases here.

T Care Customer

  • Is this a T Care Customer?

  • Yes this is a Total Care Customer, has the Service Dept been notified?

Customer implemented, tested, and approved by customer.

  • What date did customer approve these changes?

  • Customer contact info: Name , Phone, Ext , Email.

Abnormal Outcomes?

  • Where there abnormal outcomes to be added to knowledge base?

  • There were no abnormal outcomes

  • List abnormal outcomes to be added to knowledgebase.

Back up all change databases and documentations of change and test plans and store on customer server. Update customer configuration sheet.

  • List folder name, filename and dates of all backed up databases here include the sheet and all other documentation on the customer server.

Change Authority Submited

  • To whom was the change management authority submited to?

  • Submited to whom for approval?

  • signature:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.