Create a CAB meeting
Create a Change Advisory Board (CAB) meeting in Service Operations Workspace to review and authorize change requests.
Before you begin
Role required: sn_change_cab.cab_manager
Procedure
Navigate to Workspaces > Service Operations Workspace.
Select the list icon (
List icon.\).
In the Change Advisory Board, select All CAB meetings.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the CAB meeting. |
| CAB manager | Name of the user who manages the CAB meeting. |
| Delegates | Delegate CAB members who can substitute as the CAB manager during the meeting. |
| Board groups | Change Advisory Board user groups that are expected to attend the CAB meeting. |
| Board members | Change Advisory Board members who are expected to attend the CAB meeting. |
| State |
|
| Meeting start time | Start date and time for the meeting.Note: When you add an agenda item to a CAB meeting, the CAB date field in the change request is automatically updated with this date. |
| Meeting end time | End date and time for the meeting. |
| Locations | One or more locations for your CAB meetings. For example, meeting rooms in different offices. |
|Field|Description|
|-----|-----------|
|Meeting Notes|Enter notes for the meeting, if any.|
| Field | Description |
|---|---|
| Use filter criteria to drive Change Request date range | Option to choose a time range for the planned start and end date from Change Request additional condition instead of selecting specific dates based on meeting schedule. Note: If you select the Use filter criteria to drive Change Request date range field in a cab meeting, the Change Requests starting after and the Change Requests starting on or before fields are turned off for the meeting, and therefore ignored. The change request additional conditions drive the date range. |
| Change Requests starting after | Change requests that start after this date and time should be added to the CAB meeting. |
| Change Requests starting on or before | Change requests that start on or before this date and time should be added to the CAB meeting. |
| Complete Pre-approved Changes | Check box to mark each pre-approved change request as Complete in the CAB meeting agenda. Note: Pre-approved changes are automatically marked as complete so that approvers do not have to review them. The pre-approved changes are visible in the CAB Workbench, and can be discussed if necessary. |
| Time per Agenda Item | The time, in minutes and seconds, allotted to discuss each change request on the agenda. The allotted time can be adjusted for agenda items before or during the meeting. |
| Notification lead time | The advanced notification on the number of agenda items that needs to be discussed. |
| Auto Add Agenda Decisions | Check box to capture agenda decisions automatically on the meeting widget. The agenda decision is captured in the following format:`(CAB Automation) - <*change request number*> - <*decision*> - <*CAB Manager name*> - <*time*><*AM/PM*> <*timezone*>` |
|Field|Description|
|-----|-----------|
|Conference details|Information such as meeting links, passwords, and phone numbers.|
Select Save.
Add an agenda item to a CAB meeting
Add change requests to your CAB meeting agenda for review.- Manage attendees in a CAB meeting
Manage attendees of your CAB meeting who will review the change requests during the meeting.
Parent Topic:Change Management in Service Operations Workspace
Related topics
Create a change request in Service Operations Workspace
Work on a change request in Service Operations Workspace
Create a change task in Service Operations Workspace
Work on a change task in Service Operations Workspace