Configuring Change Advisory Board (CAB) Members

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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 Users
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_CM
Configuring Status_CM
Configuring Checklist_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

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).


To configure CAB members:

  1. Select Change > Configuration > Change Advisory Board.
  2. On the CHANGE ADVISORY BOARD page, click ADD NEW on the ACTIONS panel.
  3. 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.
  4. Click SUBMIT. A new CAB member is configured.

 CHANGE ADVISORY BOARD page

         Figure: CHANGE ADVISORY BOARD page

 Field Description

 The following table describes the fields on the CHANGE ADVISORY BOARD page:

Field

Description

DETAILS

Category

  • Available Categories: Select one or more Categories that you want to configure for a CAB member and click the icon to move to the Selected Categories list.
  • Selected Categories: To remove any Category from the Selected Categories list, select the Category and click the  icon.

Change Type

  • Available Change Type: Select one or more Change Types that you want to configure for a CAB member and click the  icon to move to the Selected Change Types list.
  • Selected Change Types: To remove any Change Type from the Selected Change Type list, select the Change Type and click the   icon.

Workgroup

  • Available Workgroup: Select one or more Workgroups that you want to configure for the CAB member and click the  icon to move to the Selected Workgroups list.
  • Selected Workgroups: To remove any Workgroup from the Selected Workgroups list, select the Workgroup and click the  icon.

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.

  • If selected, the CAB member becomes an active CAB member and can perform the actions of a CAB member.
  • If not selected, the CAB member becomes inactive and cannot perform the actions of a CAB member.

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.

 CHANGE ADVISORY BOARD page List of CAB members

 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.

Note:

  • When the list of CAB members is displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new CAB member.
  • When the list of CAB members is displayed under the LIST table, the BOARD action is displayed on the ACTIONS panel. Using the BOARD action, 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.

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.

BOARD POP-up Page

Figure: BOARD pop-up page

References