You can add an agenda item to your CAB meeting to customize the agenda and make the meeting more effective.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Change > Change Advisory Board > All CAB Meetings.
  2. Click the CAB meeting record that you want to add an agenda item to.
  3. On the Agenda Items context menu, click New.
  4. On the form, fill in the fields.
    Table 1. CAB Agenda Item form
    Field Description
    Meeting Name of the meeting that you selected to add the agenda item.
    Task Lookup list to select the change request or standard change proposal.
    Note: The standard change proposal is available for selection only from Zurich .
    Order Order that the agenda items will be reviewed during the CAB meeting.
    Notification recipients Recipients to receive the notification about the new agenda item.
    Short description Short description of the task.
    Work notes Detailed description of the task.
    State Current state of the agenda item.
    Decision Status of the agenda item.
    Allotted Time Allotted time for the agenda item in the meeting.
    Elapsed Time Time already spent on the agenda item.
  5. Click Submit.