Two CABs/week- Preventing Approved Changes from CAB1 to be in CAB2

[ScottW136642927]

Hi All ...

We are setting up two CAB meetings per week (Monday & Thursday).  

Our Monday CAB is for reviewing changes with a planned start Monday @ 17:00 through planned start Sunday 23:59.

Our Thursday CAB is for reviewing changes with a planned start of Thursday @ 17:00 through those starting Sunday @ 23:59.

So, all the changes in both CABs have Sunday 23:59 as their last possible planned start time. 

Monday CAB ----------------------------------------------------------> Sunday 23:59

                                                         Thursday CAB -----------------> Sunday 23:59

So , let's say we have 3 changes in Monday's CAB:
CR 1 - planned start 19:00 Monday
CR 2 - planned start 16:00 Friday

CR 3 - planned start 23:00 Sunday

At the Monday CAB, we approve all of them for deployment at their planned start times.

We have two new changes for Thursday's CAB:
CR 1 - planned start 15:00 Friday

CR 2 - planned start 02:00 Saturday

I don't want any of the already approved CRs from the Monday CAB to show up in Thursday's CAB.

Without manually removing the Monday changes from the Thursday CAB agenda, is it possible to prevent those Monday CAB-approved changes from showing up in Thursday's CAB agenda?

We're on the Zurich release

Thanks in advance!

[Dr Atul G- LNG]

Hi @ScottW136642927 

Check this field in CAB meeting -- agenda builder

If that doesn’t work, then in Agenda Builder you should add a condition that only changes approved before a specific date (e.g., before XXXX) are included, so that newer changes do not appear in your Thursday CAB.”

[ScottW136642927]

Excellent!

Thank you.  I will give that a try and get back to you.  I'll only know for sure after I refresh the agenda for our Thursday CAB.

[Dr Atul G- LNG]

Keep posted @ScottW136642927 

[Tanushree Maiti]

Hi @ScottW136642927 

Use Change Request Addition condition for filtering 

the CAB definition's agenda items to only include CRs with a state not equal to 'Scheduled' or 'Approved'. This ensures that once a change is approved on Monday, it is no longer deemed necessary for review on Thursday.

Assumption is already you have two cab definition. one for Monday ,another for Thursday.

 In your Thursday CAB definition, set the agenda item filter to: State | NOT IN | Scheduled, Approved 

Refer: Create a CAB definition 

       Similar kind of requirement:    Change Management, multiple in-series CAB Workbench workflow 

                                                               CAB meeting - set filter conditions for agenda items