Join this ServiceNow webinar to learn more about the new CAB Workbench feature introduced in the Istanbul release.
This webinar will provide a detailed background about the feature, its benefits, and include a demonstration that will show how to schedule, plan, and manage CAB Meetings using the CAB Workbench.
If you have questions while watching the recording, post them as comments down below.
Presentation slides are available below (2.3MB PDF).
Featured Speakers
Jason Occhialini is a Senior Product Manager in the ITSM business unit and product owner for Change Management. He has more than two decades of experience helping customers recognize value from ITSM solutions. With years of experience working with customers, he's a vocal customer advocate for the products he leads.
Rohan Tyagi is an ITSM Customer Experience Manager at ServiceNow. Rohan has more than 7 years of experience in enterprise software helping several medium to large enterprises implement, adopt, and realize value from their investments in the software. He's been with ServiceNow for about a year, and his current focus is to improve the overall experience for ITSM customers by aligning internal processes and external resources. Rohan maintains his certification for ITiL.
We cannot get the Agenda Items to accurately populate on the CAB Workbench.
Working on the Jakarta Sandbox the CAB Definition is setup and the Aug 28 CAB meeting is selected. In Agenda Management the Change Request starting after date and Change Requests starting on or before date are set. The filter conditions are set to Risk is one of High or Moderate. When we Refresh Agenda items results in zero records.
Doing a Change, All search with the exact same parameters results in 6 records.
We have done multiple searches with different dates and the results are always different. The Agenda Items search result is always zero.
We hope you can provide some guidance on how to make the Agenda Items populate.
I work for Disney, we are a ServiceNow customer, we just turned CAB Workbench on. Can we use this demo video for training purposes? Post it in a ServiceNow KB article?
The video link appears broken. If able would be great to have that re-linked, we're looking at implementing change mgt, so having that was a nice resource.
Hi Maureen, you may have figured it our already. Apologies for the delay in response.
The criteria allows you to put AND and OR conditions to get exactly the changes that you want to see on the agenda. Please try giving a exact criteria to match that particular change with OR conditions and see if that helps.
CAB workbench only exposes the Approve and Deny options to those users who have an approval record for that change. All other policies that you define in platform, whether the change requires approval from one of the approvers or a certain percentage of all approvers or a number of approvers, remain applicable. CAB workbench follows the change approval policies that you have defined.
Roland, by default changes need to be in the authorize state to show up on your CAB meeting agenda. You could override this by using the CAB Agenda Filter Criteria to define the states you want on your agenda.
Rohantyagi, thank you for your answer. But i think you didn't understand my question correctly. I don't want to include change_requests with the type "Standard", i want to include open standard change proposals (std_change_proposal) within the workbench. Is there a way to do this?
