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SummitAI Service Management Help
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What is Change Advisory Board?
The Change Advisory Board (CAB) is a group of members who authorize and approve the Change Requests (CRs) and take important decisions related to the CRs. You can configure the Change Advisory Board (CAB) members who can authorize and approve the Change Records (CRs).
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To configure CAB members:
- Select Change > Configuration > Change Advisory Board.
- On the CHANGE ADVISORY BOARD page, click ADD NEW on the ACTIONS panel.
- Select the Tenant and type in the new CAB member details. For information about the fields on the CHANGE ADVISORY BOARD page, see Field Description.
- Click SUBMIT. A new CAB member is configured.
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Figure: CHANGE ADVISORY BOARD page
Field Description
The following table describes the fields on the CHANGE ADVISORY BOARD page:
Field | Description |
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DETAILS | |
Category |
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Change Type |
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Workgroup |
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Change Category | Select the Change Category to configured it for the CAB member. |
Change Advisory Board Member | Type in the name of the CAB member or click the Search icon to select a CAB member. For information about searching users, see Searching Users. |
Active | Indicates the status set for the CAB member.
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ACTIONS
This section explains all the icons on the ACTIONS panel of the CHANGE ADVISORY BOARD page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured CAB members for the selected Tenant.
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Figure: CHANGE ADVISORY BOARD page List of CAB members
- To edit details about a CAB member, click the Name of the CAB member. Make the appropriate changes and click SUBMIT.
- To display the inactive CAB members, click the Include Inactive check box.
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CAB APPROVERS
Click CAB APPROVERS to configure the required approver count. You can configure the required CAB approvals for a selected combination of Change Type and Category under a Tenant. Select a Category and Change Type. Specify the required number of CAB approvals in the Required Approver Count text box for the required Workgroup. Click SUBMIT to save your changes. This configuration is displayed under the APPROVERS tab of the CHANGE RECORD page.
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Figure: BOARD pop-up page
References
- For configuring Change Managers, see Configuring Change Manager
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