Scheduling CAB Meeting

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

SummitAI Service Management Help

Contents
Change Management
Change Manager
Change Record Status
Change Types
Various Roles in Change Management Approval Flow
End User Change Management
Creating Change Request
Viewing Change Request
Analysts
Creating Change Records
Approving Change Records
Creating Tasks for Change Records
Logging Defects
Creating Standard Templates
Scheduling CAB Meeting
Viewing List of Change Records (CRs)
Viewing List of Tasks
Administrators
Configuring Change Management Module
Configuring Change Category
Configuring Category
Configuring Custom Fields for Change Management
Configuring Change Advisory Board (CAB) Members
Configuring Defect Severity_CM
Configuring Defect Priority_CM
Configuring Fields_CM
Configuring Impact_CM
Configuring Lead Period_CM
Configuring PIR Reviewer_CM
Configuring Priority_CM
Configuring Priority Matrix_CM
Configuring Risk_CM
Configuring Risk Matrix_CM
Configuring Risk Questions and Answers_CM
Configuring Change Manager
Configuring Change Types
Configuring Closure Codes
Configuring Checklist
Configuring Status_CM
Configuring System Impact_CM
Configuring Task Template_CM
Reports
Change Record List
Change Record Schedule Report
Change Type Report
Change Record Workgroup Report
Change Record Status Summary Report

You can configure CAB Meeting details.

To schedule a CAB Meeting:

  1. Select Change > User > CAB Meeting.
  2. On the CAB MEETING page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the new CAB Meeting details. For more information about fields on the CAB MEETING page, see Field Description.
  4. Click SUBMIT. A new CAB meeting is scheduled.

 CAB MEETING page

  Figure: CAB MEETING page

Note:

To update a CAB meeting, open the CAB meeting (Change > User > CAB Meetings), provide the Meeting Notes, MOM, and link the CRs discussed using the Link button.

CAB MEETING page (updating the details)

Figure: CAB MEETING page (updating the details)

Field Description

The following table describes the fields on the CAB MEETING page:

Field

Description

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.

To

Select the end date for the CAB Meeting. Click the Calendar icon to select an appropriate date.

Location

Type in the location for the CAB Meeting.

e-CAB

Select this check box to schedule an electronic CAB Meeting.

Agenda

Type in the agenda for the CAB Meeting.

Members

Select the members from the Members list whom you want to add in 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.

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:

  • Recurrence Pattern: Select the recurrence pattern from the list as Weekly. Select the days of the week when you want the meeting to reoccur. You can also select as First, Second, Third, Fourth, or Last day of the week from the list.
  • Start Time: Select the start time (hour:minute) of the meeting.
  • End Time: Select the end time (hour:minute) of the meeting.
  • End Date: Select the end date for the meeting re-occurrence.

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

  • To edit a CAB Meeting, click the Subject of the CAB Meeting. Make appropriate changes and click SUBMIT.

Note:

When the scheduled CAB Meetings are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to schedule a new CAB Meeting.