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CAB meeting using the CAB workbench

CAB meeting using the CAB workbench

As an itil user, you can attend a Change Advisory Board (CAB) meeting, view the agenda items and the change schedule. If you are an approver, you can approve a change request.

You can view the details of a CAB meeting and its agenda by navigating to Change > Change Advisory Board > CAB Workbench. From the calendar, you can view the CAB meeting schedule for a day, week, or month. To view details of a meeting, click the meeting and then click Open in the pop-up window.

Figure 1. CAB Workbench
CAB meeting details

The following components describe the different activities that you can perform in the interface:

Table 1. CAB workbench
Level Description
1 You can view the timer that displays the total elapsed time, the meeting name, and the scheduled date and time of the meeting. The timer count starts from zero. The color code in the timer changes based on the overall percentage elapsed from the total duration of the meeting:
  • 0% - 50%: Green
  • 50% - 70%: Yellow
  • 75% - 100%: Orange
  • < 100%: Red
The text below the meeting name displays the total time allotted for the meeting.
2 You can view the current agenda item. The timer displays the amount of time spent discussing the current meeting agenda item. The form area displays the details of the current agenda item that you have selected. When the current agenda item changes, the details on the form and the calendar change accordingly. If you select an agenda item that is not the current agenda item, the form area displays the details of the selected agenda item. The form area does not display details of the current agenda item even when the current agenda item is changed to the next agenda item.
Note: If you are one of the approvers for the agenda item, the Approve and Reject buttons appear below the timer.

You can click Approve or Reject as appropriate, enter your comments in the Confirmation pop-up window, and click Approve or Reject.

3 You can filter the agenda items that you want to view and click Notify me to receive a notification before the agenda item starts. Click the Pending Agenda Items list, and select the All Agenda Items, My Agenda Items, or Approved Agenda Items option. The list of agenda items appears under the filter condition list, in the order that the items appear in the agenda.
4
  • Meeting Notes: Displays the document note entered by the host of the meeting.
  • Attendees: Displays the list of attendees and also indicates whether the attendees are currently connected to the meeting via the green Presence icon.
  • Conference Information: Displays any content that was stored in the Conference Information field from the related CAB meeting record.
5 You can view the details of a current change in the form view or in the calendar view.

Show form: Click the show form icon show form to display change details in the form view. The Change, Planning, and Schedule tab provide information about the change request meeting, planning, and scheduling.

Show calendar: Click the show calendar icon show-calendar to display change details on the calendar form. You can select the day or the month that you want to view details of a change for. In a day view, you can click the settings iconsettings icon and then click the configuration icon configuration icon to set relevant filter conditions. If you turn on any of the configuration filter conditions, the related change records are displayed. The change records appear in the timeslot of the day that the current change implementation is planned for. In the configuration settings, you can view other potential conflicts. The conflicts can be other change requests that are scheduled for implementation by the same assignee, assignment group, or for the same configuration item.

The day and month view of the calendar displays the Blackout Schedule time, Maintenance Window, and the agenda item that is in progress. In the day view, the specific timeslot of the planned blackout and maintenance window is highlighted. In the calendar view, the entire day is highlighted.