Scheduling CAB Meeting

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

SummitAI Service Management Help

Change Management

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:

  1. Select Change > User > CAB Meeting. The CAB MEETING page is displayed.
  2. On the CAB MEETING page, select the Tenant and click ADD NEW on the ACTIONS panel.
  3. Under the DETAILS section, 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.

    Figure: CAB MEETING page

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 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 ViaSelect Microsoft Teams.
Capture Meeting DetailsSelect 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.

MembersSelect 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:

  • Recurrence Pattern: Select the recurrence pattern from the list as Weekly. Select the days of the week when you want the meeting to reoccur. 
  • 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.

Note:

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)

FieldDescription
Meeting NotesEnables the CAB members to document notes for the overall meeting.
MOMEnables the CAB members to document MOM for the overall meeting.
CHANGE RECORDS DISCUSSEDEnables the CAB members link the CRs discussed during/in the meeting.

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

Note:

  • To edit a CAB Meeting, click the Subject of the CAB Meeting. Make appropriate changes and click SUBMIT.
  • 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.
  • Under the LIST table, you can view the MS Teams Meeting Link as shown above. Click the MS Teams Meeting Link hyperlink to start the meeting via Microsoft Teams. For more information, see Starting Meeting Through Microsoft Teams.