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SummitAI Service Management Help
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What is a change advisory board (CAB)?
A CAB is a group of people who run formal CAB meetings to assess, prioritize, authorize, and schedule changes as part of the
change control process. To reduce the Time and Effort to add CAB members as a group for CR Approval, multiple CAB members can be selected at a time.
To schedule a CAB Meeting:
- Select Change > User > CAB Meeting. The CAB MEETING page is displayed.
- On the CAB MEETING page, select the Tenant and click ADD NEW on the ACTIONS panel.
- Under the DETAILS section, type in the new CAB Meeting details. For more information about fields on the CAB MEETING page, see Field Description.
- Click SUBMIT. A new CAB meeting is scheduled.
Figure: CAB MEETING page
Anchor Field Description Field Description
Field Description
Field Description | |
Field Description |
The following table describes the fields on the CAB MEETING page:
Field | Description | ||||||||||
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DETAILS | |||||||||||
Subject | Type in the subject for the CAB Meeting. | ||||||||||
From | Select the start date for the CAB Meeting. Click the Calendar icon to select an appropriate date and time. | ||||||||||
To | Select the end date for the CAB Meeting. Click the Calendar icon to select an appropriate date and time. | ||||||||||
Location | Type in the location for the CAB Meeting. | ||||||||||
e-CAB | Emergency Change Advisory Board (ECAB) a sub-set of the Change Advisory Board who makes decisions about high impact Emergency Changes. Select this check box if the discuss is related to emergency changes. | ||||||||||
Connect Via | Select Microsoft Teams. | ||||||||||
Capture Meeting Details | Select Yes for Capture Meeting Details if you want to capture the meeting details else select No. | ||||||||||
Agenda | Type in the agenda for the CAB Meeting. | ||||||||||
Add New CAB Members | You can add new CAB members list individually or as a group. Click Add to add the selected members. The added members list is displayed in the next section Members with fields Name and Delete. Following are the available options to add the members:
Duplicate Users Duplicate user-names cannot be added and hence the user-name should be unique. Case I If a member is already part of a group and admin attempts to add this user individually using By User option then the system displays the following validation message:
Case II if a member is already added individually and admin attempts to add this user using By Group option then the system displays the following validation message: Delete a User To delete the user from the CAB meeting list, click symbol under the Delete column. If you attempt to add any deleted user again in the CAB meeting list, the system displays the following message. A sample screenshot is shown below:
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Members | Select the members from the Members list whom you want to add in the CAB Meeting. | ||||||||||
Meeting Notes | Enables the CAB members to document notes for the overall meeting. | ||||||||||
Link | While linking the Change Requests (CRs) to CAB meeting for the field Workgroupmulti selection is introduced. Click Link > Change. Click the drop-down field Workgroup. If only one Workgroup is selected the name of the Workgroup is displayed. Figure: Workgroup dropdown with single selection If multiple Workgroups are selected, then the total number of selected (count of) Workgroups is displayed as shown in the following figure. Figure: Multiple selection of Workgroups |
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To update a CAB meeting, open the CAB meeting (Change > User > CAB Meeting > Click on the required meeting Subject hyperlink), provide the Meeting Notes, MOM, and link the CRs discussed using the Link button. Also, under the DETAILS section, you can view the MS Teams Meeting Link as shown below. Click the MS Teams Meeting Link hyperlink to start the meeting via Microsoft Teams. For more information, see Starting Meeting Through Microsoft Teams. Figure: CAB MEETING page (updating the details)
The Analyst can toggle between the Tabular and Tile View. By default, the view for Linked CR is Tile view.
FiltersClick the Filters icon to specify a particular filter criterion to display the CRs. On clicking the Filters icon, the FILTERS pop-up page is displayed. Specify the conditions based on which the records must be filtered. Figure: Filters Pop-up Page The following table describes the fields on the FILTERS page:
The system displays the following error message if you attempt to select the duplicate filter. "Remove Duplicate Filter." CHAT HISTORY In the CHAT HISTORY pop-up you can view the entire Meeting Chat as shown below. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the CAB MEETING page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured CAB MEETINGS for the selected Tenant.
Figure: CAB MEETING page: List of CAB Meetings
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