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Scope of Work Form

A Scope of Work (SOW) form is a structured request used to define, evaluate, and approve new or changed work before it’s started.

Put simply: it explains what you want built or changed and why it’s needed so the team can estimate effort, align expectations, and avoid rework.

Enter a short, clear title that summarizes this request.

Provide details about your request. Include any relevant information that will help us understand and process it.

Describe the CURRENT workflow step-by-step. Where does the process break down or cause issues?
Describe the EXPECTED workflow step-by-step. 
Describe the EXPECTED workflow step-by-step. 
Are there conditions where this feature should run? Are there conditions where it should NOT run? What should happen if required data is missing?
What problem does this change solve? Who is impacted by this issue?
What problem will this feature addition solve? Who is impacted by this issue?  What is happening today because this feature does not exist?
Upload an Example of the Current Entry Form. Mark up changes needed.
What is the goal of this report?
Please list all filters you normally apply / need applied 
How do you currently pull this report? What steps do you take after exporting? How long does this usually take?
What is frustrating or time consuming? What errors or issues happen often? 
Please provide menu sub-section. (Example: Customer Invoice is a menu sub-section in the Accounting app). 
Submit