1. How to Build a
Management Change Control
System
in SharePoint

2. Have you ever experienced? …
• Stakeholders adding scope halfway through
the project.
• Project resources performing unplanned
tasks because they think is the right thing
to do.

3. Change Management Control is a simple process
where if there are any changes to a project’s
scope or an existing procedure; someone has to
decide whether we do it or not

4. But how do we manage change?
How do we do it?
This is where SharePoint Comes in

5. Out of the box SharePoint comes with:
• Lists
• Workflows
• Tasks
• Event Notification

6. Stakeholder
Proposed Change
Log detail
In CR Form
Impact
analysis
and priority
Gather Info
Management
Decision
YES
NO
LATER
Do now
Schedule
Log
Log and
schedule
review
Information originator
Sample Change Control Process

7. Workflows:
Automating interactions among the people who
participate in a process can improve how that
process functions.
Example workflow processes which can be
automated:
• Expense reimbursement
• Change control
• Others.

8. Enabling three-state workflow:
• Can be applied to any list or Content Type
– The issue tracking list template has the three-state
workflow enabled
– For other lists, workflow settings can be updated
by going to the lists settings
• Requires a list to use a choice with three
values
– Serves as the state the workflow tracks

9. Submitted In review Decision made
A Simple Change Request System
1. Enter change request
2. Task assigned to confirm the
change request has been
received
3. Task assigned to review the change
request and make a decision

10. Interactive demo:
mcp4