Information Technology
IT workflow templates for service management, covering service requests, equipment and software access requests, incidents, major incident reviews, problems, changes, patches and software releases. Asset lifecycle, backup and restore requests and user access requests are included too, with approvals, tasks and status tracking on every record.
Benefits
- Route access and change requests for approval
- Track incidents and problems from report to resolution
- Keep a record of every change and approval
Common Use Cases
Information Technology Templates(14)
IT Service Request Workflow
Handles IT service requests from intake through optional manager approval, IT fulfilment sized by urgency, requester confirmation with a rework loop, and closure notification.
IT Incident Management Workflow
Manages IT service outages end-to-end: intake and acknowledgement, AI-driven priority triage with human fallback, engineer diagnosis and fix, optional escalation to a senior engineer, reporter confirmation with a resolution loop, and closure notification.
IT Change Management Workflow
End-to-end IT change management process: intake of a change request, technical review with revision loop, change advisory board (CAB) approval, scheduling, implementation, and post-change review with closure notifications and status tracking.
User Access Request Workflow
Handles user access requests end-to-end: intake, manager approval, additional system-owner approval for Administrator access, IT provisioning, verification with the person who needs access (with a fix loop), and completion notification. Tracks status throughout and provides a table view and chart for reporting.
IT Problem Management Workflow
Manages IT problems from intake through root cause analysis, optional change request, fixing, verification and knowledge base update, tracking status through to closure to eliminate recurring incidents.
Patch Management Workflow
Manages IT patch requests end-to-end: intake, applicability/risk assessment, risk-based approval, deployment, rollback investigation with reattempt loop, and requester notifications at each stage.
Backup and Restore Request Workflow
Handles IT data restore requests end-to-end: intake, authorisation/backup verification, optional data owner sign-off, restore execution, requester validation with a bounded retry loop, and closure.
IT Asset Lifecycle Workflow
Tracks an IT asset from receipt through issuance, use, return, and disposition (redeploy, repair, or retire), with status updates and notifications at each stage, ending in disposal for retired assets or return to stock for redeployed/repaired assets.
IT Equipment Request Workflow
Captures IT equipment requests, routes them through manager approval, IT stock check, optional procurement purchase approval, configuration, and asset register recording, with status updates and email notifications throughout.
Major Incident Review Workflow
Runs the end-to-end post-incident review process for major IT incidents: intake from the review owner, root cause and corrective action capture by the review team, management sign-off with a further-investigation loop, action owner acknowledgement, and final closure once all actions are confirmed complete.
Security Incident Response Workflow
Captures suspected cyber security incidents, uses AI to rate severity (with human fallback), coordinates escalation, containment/investigation/eradication response, optional external notification, and recovery sign-off through to closure with reporter notification.
Software Access Request Workflow
Captures software access requests, routes them through manager and system owner approval, adds security review for privileged access, provisions access via IT, verifies the access works with the requester's user, and tracks status through to completion.
Software Release Management Workflow
Manages a software release from submission through readiness review, approval, deployment, and validation, with rework loops for readiness gaps and rollback handling for failed deployments.
Vulnerability Remediation Workflow
Intake and triage of reported vulnerabilities through validation, owner response (remediate or accept risk), fix verification, and closure with reporter notifications at each key milestone.
Frequently Asked Questions
What Information Technology workflow templates are included?
Information Technology includes templates for IT service requests, IT equipment requests, user and software access requests, incident management, major incident reviews, problem management, change management, patch management, software release management, backup and restore requests and IT asset lifecycle.
Who are the Information Technology templates for?
They're designed for IT service desks, system owners and change managers. Staff raise requests through forms, and IT records the work, approvals and outcomes on their tasks.
Can I change a IT template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a change advisory approval for high-risk changes — or edit the steps in the workflow editor. Earlier versions are kept.