| Portfolio Pattern | What It Creates On The Ground | Cost Impact |
| Different workflows per site (email, spreadsheets, local tools) | No consistent discipline or portfolio reporting | Duplicate effort, uneven decisions |
| Inconsistent risk screening | “Minor” changes slide through despite real impact | Trips, quality losses, repeat failures |
| Weak linkage to maintenance/docs/training | “As-operated” state diverges from “as-designed” | Rework, audit pain, turnaround overruns |
| Unpredictable approval cycles | Teams route around the process | Informal changes, compliance exposure |
| Poor close-out discipline | Temporary MOCs age and pile up | Backlog growth, barrier erosion |
| Backbone Element | Standardized Across The Group | Flexible By Site |
| Definitions | What counts as change, RIK, temporary vs permanent | Local examples/thresholds |
| Risk Taxonomy | Risk levels + screening logic | Additional site-specific questions |
| Workflow States | Request → Screen → Assess → Approve → Implement → Verify/PSSR → Close | Approval roles/owners by org model |
| Data Model | Tags, P&ID refs, impacted docs/training/safeguards | Optional fields for unique units |
| KPIs | Cycle time, backlog, temporary aging, close-out rate | Local dashboards and coaching |
Change Request Raised → Replacement-In-Kind Check (If RIK, log + proceed under maintenance controls) → Risk Screen (Safety / Environment / Reliability / Compliance / Business Continuity) → Impact Assessment (Safeguards + alarms, affected limits, doc/training updates; PHA touchpoint if needed) → Approvals (Role-based, risk-based) → Implementation (Work order, procedure updates, training delivery) → Verification / PSSR (As Applicable) → Close-Out (Evidence uploaded, documents updated, temporary MOCs time-bound)
What If Not? Where The Process Breaks