CAB Workbench Meeting Notes

Russ Heard3
Mega Expert

Hi,

The Meeting Notes on the CAB workbench - is it only the Cab Manager allowed to enter data in the Notes? All other attendees only appear to have read rights to it.
Outside of the CAB Workbench, our Chg Manager usually runs the meeting while someone else takes notes; we like to continue this if possible?

Thanks         

1 ACCEPTED SOLUTION

Mark Stanger
Giga Sage

It looks like you have to modify service portal widgets to adjust this behavior, but you can easily allow any user listed in the 'Board Members' field for that meeting to update the meeting notes.  If another board member clicks the 'Attendees' link they will be presented with a 'Host' button (if they're not the current host).  Clicking that button will allow that user to update the meeting notes.

Please mark this response correct if I've answered your question.  Thanks!

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5 REPLIES 5

ajay shrivas
Tera Contributor

Hi Mark,

Worknotes is not add in the CAB benchmark, when save the notes, its show saved but it is not reflecting. What should be the reason, why the notes are not saving ?

Thankyou in advance.