--- title: "Change Requests With a Tab for the CAB" description: "Build an IT change request form in SharePoint: tabs for the change, impact and risk, and a CAB decision that only the change advisory board edits." url: https://www.virtosoftware.com/use-cases/it-change-request-form/ language: en-US last_modified: 2026-10-14T00:00:00+02:00 translations: de: https://www.virtosoftware.com/de/use-cases/it-change-request-form/index.md --- # Change Requests With a Tab for the CAB A SharePoint list of change requests with a form in three tabs: what changes, its impact and risk, and the CAB decision. Requesters fill in the first two; the change advisory board writes the decision. Built with Virto Forms Designer App. Available at: SharePoint Microsoft Teams Microsoft Azure Illustrative change request form with the tabs Change, Risk and CAB decision, open on CAB decision: Approved with conditions, and the condition Tell the service desk a day ahead. Trusted by Industry Leaders Warner Bros. Disney Sony UC Berkeley Motorola Teck Resources US Treasury University of Pittsburgh NASA Stockholms Stad FedEx Zespri and over 8,000 businesses worldwide ## Request, Assess, Decide The screens come from a test list on our own SharePoint site: one item per change and a published Virto form with two layouts, one for the change advisory board and one for everyone else. The names are invented. Request ### What changes, where and when #### A list item per change System, change type, requester, implementer and the planned window are columns of an ordinary SharePoint list, so views, filters and exports keep working. #### The window with times Planned start and end carry the time of day, which is what a calendar of changes and the service desk need. ![Edit form of the Change requests list, built with Virto Forms Designer App, on the Change tab: Change Enable conditional access for the CRM, System Single sign-on, Change type Normal, Requested by Daniel Weber, Implemented by Sofia Marin, Planned start 11/4/2026 7 PM, Planned end 11/4/2026 9 PM, and What changes Require multi-factor sign-in for CRM access from outside the office network](https://www.virtosoftware.com/images/use-cases/it-change-request-form/change-tab.webp) The Change tab of a change request: system, type, requester, implementer and the planned window in two columns. Assess ### Impact, risk and a way back #### Its own tab Impact, risk, the people affected and the rollback plan sit on a second tab, so the request does not become one long page. #### Read before the meeting Board members open the same item and read the assessment the requester wrote, without asking for it by email. ![The Impact and risk tab of the same change request: Impact Medium, Risk Medium, Who is affected Sales and customer support, about 140 users, and Rollback plan Switch the policy back to report-only; takes five minutes](https://www.virtosoftware.com/images/use-cases/it-change-request-form/impact-tab.webp) The Impact and risk tab: impact, risk, who is affected and the rollback plan. Decide ### The CAB writes the decision #### A layout for the board Members of the Change Advisory Board group get a layout in which the decision tab can be edited. #### Read-only for requesters Everyone else sees the decision read-only in the form. Who may change the data itself is still decided by the list's permissions. ![The CAB decision tab as a member of the Change Advisory Board group sees it: CAB decision Approved with conditions and CAB conditions Run it after 19:00 and tell the service desk the day before](https://www.virtosoftware.com/images/use-cases/it-change-request-form/cab-decision.webp) The CAB decision tab in the board's layout: the decision and its conditions. ## Key benefits ### Your data stays in your list Every change is a list item in your tenant, with your permissions, versions and views. ### No code for the layout Tabs, two columns and a layout for the board are set in a drag-and-drop designer. ### The board has its own view CAB members open the request in a layout where the decision tab is theirs to fill in. ### Every change on record Version history shows who changed the window, the risk or the decision, and when. ### Ready for a calendar Planned start and end with times are exactly what a change calendar overlays. ### A form, not a lock A read-only tab shapes the form. Who may change the data is still set by the list's permissions. ## What change control needs, and what runs it | Real-life scenario | Best fit | Why it works | | --- | --- | --- | | A change request with impact, risk and a decision in a single record | Virto Forms Designer App | Three tabs on a list item, a layout for the change advisory board and a default layout for requesters, set up without code. | | Approved changes next to freezes and releases | Virto Calendar App | The change list is overlaid with release and maintenance calendars, so a window that collides with a freeze is seen before it opens. | | A reminder to the implementer before the window | Virto Alerts & Reminder App | A date-based reminder on the Planned start column emails the implementer ahead of the change. | | Sending the request to CAB members and recording their answers | Approvals in Lists or Power Automate | Microsoft's approvals route the request to the board and write the outcome back to the item; the form shows it on the CAB decision tab. | | A configuration database, risk scoring and SLAs | An ITSM tool | When change management needs a CMDB, automatic risk scores and service levels, a dedicated IT service management tool is the answer. | ## Related products Explore how our set of productivity tools can transform your task management - [Virto Forms Designer App](https://www.virtosoftware.com/microsoft-365/virto-forms-designer-app/): Rebuild the New, Edit and Display forms of SharePoint lists in a drag-and-drop designer, no code. - [Virto Calendar App](https://www.virtosoftware.com/microsoft-365/virto-calendar-overlay-app/): Consolidate events from SharePoint, Exchange, Google, and more into one calendar view for simplified planning. - [Virto Alerts & Reminder App](https://www.virtosoftware.com/microsoft-365/virto-alerts-and-reminders-app/): Email and Teams alerts when SharePoint list items change, and reminders before the dates they hold—one-off or recurring. ## Related use cases Discover our range of use cases to take your planning and coordination to another level ![IT Change & Release Calendar](https://www.virtosoftware.com/images/use-cases/it-change-release-calendar.webp) ### IT Change & Release Calendar Overlay change, release and maintenance lists from every business unit in one Microsoft 365 calendar, so IT sees colliding windows before they open. ![CIO Change, Release & Freeze Calendar](https://www.virtosoftware.com/images/use-cases/cio-change-freeze-calendar.webp) ### CIO Change, Release & Freeze Calendar Overlay change records, release milestones, freeze windows and vendor maintenance in one Microsoft 365 year view, so the CIO sees the collision before the change is approved. ![Employee Onboarding Form in SharePoint](https://www.virtosoftware.com/images/use-cases/employee-onboarding-form.webp) ### Employee Onboarding Form in SharePoint One SharePoint list item per new hire, filled in by HR, IT, facilities and the hiring manager, each in a form of its own built with Virto Forms Designer App. ## Building SharePoint forms - [SharePoint Forms: How to Create, Customize and Add Approval](https://www.virtosoftware.com/tasks/sharepoint-forms/)