8 Automation forms (includes Request, Technical, Change, PDD, SDD forms)




A pack of the 5 key forms needed for automation, including filled-in examples:

  1. Automation request form – have staff in the wider business complete a form to request automation in their teams
  2. Technical questionnaire – use this form to assess at a high level the suitability for Automation or Intelligent Automation to reject or accept the request
  3. Change request form – for Process owners to request changes to live automated processes due to a need to update changes to align with the underlying process or to add enhancements
  4. PDD (Process definition document) – capture the AS IS/TO BE process which will be automated. All supporting documents or links to documents needed to build the robot
  5. SDD (Solution design document) – to describe the automation process which will be created by the RPA developer to provide guidance to the architecture of this bot


  • Business case
  • Support document
  • Automation work instruction


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