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 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
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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 | You can add new member in the Members list. Type in the name of the person whom you want to add in the text box. The new person gets added to the Members list. |
| Members | Select the members from the Members list whom you want to add in the CAB Meeting. |
Enable Occurrence | Select this check box if you want to configure a recurring CAB Meeting. If you select this check box the following fields are displayed:
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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)
CHAT HISTORY In the CHAT HISTORY pop-up you can view the entire Meeting Chat as shown below.
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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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