Create a single CAB meeting occurrence

Depending on your requirements, you can create an individual CAB meeting occurrence.

Before you begin

Role required: sn_change_cab.cab_manager

Procedure

  1. Navigate to Change > Change Advisory Board > My CAB Meetings.
  2. Click New to create an individual CAB meeting.
  3. Fill in the fields on the form, as appropriate.
    Table 1. CAB Meeting
    Field Description
    Name Name for the CAB meeting.
    CAB manager Name of the CAB manager for the CAB meetings.
    Delegates Add CAB members that you want to include as delegates. They can substitute you as CAB manager during the meeting.
    Board members Board members who are expected to attend the CAB meeting from the list of users.
    Board groups Board groups who are expected to attend the CAB meeting from the list of user groups.
    State
    • Pending: Indicates that the meeting is yet to begin. It is the default state of the meeting.
    • In progress: Indicates that the meeting has begun and is in progress.
    • Complete: Indicates that the meeting has occurred and is finished.
    • Canceled: Indicates that the meeting has been canceled.
    Note: The system automatically updates the State field in the CAB meeting when the meeting starts and ends from within the CAB workbench. There is no need to manually change this field, unless, for example, the CAB manager wants to cancel a future meeting. If the CAB workbench closes unexpectedly, the CAB manager also has to manually edit and update the State field.
    Location Location for your CAB meetings. For example, meeting rooms in different offices.
    Meeting start time Start date and time for the meeting.
    Meeting end time End date and time for the meeting.
    Meeting Notes Enter notes for the meeting, if any.
    Conference Details Conference details, such as any meeting links, passwords, and phone numbers.
    Agenda Management
    Notification lead time Number of agenda items prior to which change requesters are notified that their changes are coming up for discussion on the CAB agenda.
    Change Requests starting after Set which change requests should be added to the CAB meeting by selecting the date and time after.
    Change Requests starting on or before Set which change requests should be added to the CAB meeting by selecting the date and time on or before.
    Time per Agenda Item Time, in minutes, that should ideally be allocated towards the discussion of each agenda item during the CAB meeting.
    Complete Pre-approved Changes Check box to mark each pre-approved change request as Complete in the CAB meeting agenda.
    Note: The system automatically marks any pre-approved agenda items as Complete. You do not have to review the change request again manually. You can still see the pre-approved agenda items and discuss them in the CAB meeting. The pre-approved changes are still visible in the CAB Workbench.
  4. Right-click on the header and click Save to create the individual CAB meeting.
    The individual CAB meeting is created and is available on the list of all CAB meetings.