How do you implement Change Management document approval system using Jira?

[Surbhit Pratik]

So, my team wants to implement a change management project, basically we have specific processes of how things are done and whenever we have any changes, we need our change management form to be written by the requestor signed by Manufacturing Manager, Engineering Manager and Quality Manager. Can we use Jira for this?

The current workflow is:
a. Someone wants to change the process and fills in the form details
b. This excel (the form is made in Excel) is sent to be reviewed by Manufacturing Manager, Engineering Manager and Quality Manager
c. All three must sign for it to be approved and the order of sign doesn't matter (there's no hierarchy)
d. Once all three sign, it is done

[Jaime Escribano]

This would be really easy to do in JSM.

Create a request type for Document Change Management.

Simple workflow: Pending approval -> Approved.

In the "Pending Approval" status check "approval status" and configure it to "everyone from the field Approvers must approve"

Automation: When a ticket is created, add your approver users to the "approvers" field.

Now when a ticket of that type is created your approvers will receive a notification asking for their approval, which they can do directly from their e-mail or go into the ticket and see more detail.

Once all of them have approved, the ticket would transition automatically to "approved"

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If you want to use JIRA then you could create a sub-task per approver. Once all of them have transitioned their assigned sub-task to DONE this automation would trigger

When an issue is closed

if it's a subtask

For parent subtask

if matches JQL -> All sub-tasks have a resolution value

transition the issue to DONE.

Hope that was helpfull! Let me know if you need more detail.

Regards,

Jaime Escribano

[Surbhit Pratik]

What template would we be using to implement this, I am fairly new to Jira and have mostly figured out just Scrum and Kanban.

Thanks in advance