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Create a single CAB meeting occurrence

Create a single CAB meeting occurrence

Depending on your requirements, you can create an individual Change Advisory Board (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.
  3. On the CAB Meeting form, fill in the fields.
    Table 1. CAB Meeting form
    Field Description
    Name Name of the CAB meeting.
    CAB manager Name of the user who manages the CAB meeting. The default is the user that is currently logged in.
    Delegates Add CAB members that you want to include as delegates. They can substitute you as CAB manager during the meeting.
    Board groups
    Board members
    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 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 must manually 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.
    Locations One or more locations for your CAB meetings. For example, meeting rooms in different offices.
    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 Change requests that starts after this date and time should be added to the CAB meeting.
    Change Requests starting on or before Change requests that starts on or before this date and time should be added to the CAB meeting.
    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. Open the form context menu and select Save.
    The Agenda Items and Attendees related lists appear.

What to do next

You can now add agenda items and attendees to the cab meeting.

This site is scheduled for a small content update on Monday, November 19th, between the hours of 3:30pm and 5:00pm Pacific Time (Nov 19 23:30 – Nov 20 1:00 UTC). Acces to this site may be slightly delayed during that time.