Modify CAB meeting details
You can modify the agenda items for a specific CAB meeting.
Before you begin
Role required: itil, sn_change_read, sn_change_write, or sn_change_cab.cab_manager
About this task
Procedure
-
Navigate to the CAB meeting whose agenda you want to modify using one of the
following steps.
Option Description Open from the CAB meeting list - Navigate to Change > Change Advisory Board > All CAB meetings.
- Select and open the CAB meeting to modify.
Open from the CAB definition list - Navigate to Change > Change Advisory Board > All CAB definitions.
- Select and open the CAB definition to send out the meeting request.
- Select and open the specific CAB meeting to modify.
-
Modify the CAB meeting agenda in the Agenda Management
tab or form section, as appropriate.
Table 1. Agenda Management fields Field Description Notification lead time The advanced notification on the number of agenda items that needs to be discussed. Automatically Add Change Requests Check box to define the types of change requests that are automatically added to the CAB meeting agenda. When you select Automatically Add Change Requests, the Refresh CAB Meetings related link appears. If you click this link, search is performed for change requests that match the value in the Change Request Addition Conditions field. If there are any matching change requests, agenda items are created for them and added to the CAB agenda.
If you do not select Automatically Add Change Requests, then you need to create each agenda item for the associated change request for the meeting agenda.
Change Request Addition Conditions Condition builder to specify which change requests are added to the CAB meeting agenda. - Add Filter Condition: Click to add additional filter conditions, or click AND next to the existing filter condition.
- Add “OR” Clause: Click to display the results of multiple filter criteria in a single list.
- Add Sort: Click to define the order of the change requests in this CAB meeting agenda. The agenda order can be defined in CAB Definitions or CAB Meetings, and can be based on one or more fields.
Time per Agenda Item The time, in minutes and seconds, allotted to discuss each change request on the agenda. The allotted time can be adjusted for agenda items before or during the meeting. Complete Pre-approved Changes Check box to mark each pre-approved change request as Complete in the CAB meeting agenda. Note:Pre-approved changes are automatically marked as complete so that approvers do not have to review them. The pre-approved changes are visible in the CAB Workbench, and can be discussed if necessary. -
From Related Links, you can perform any of the following
tasks.
Link Description Refresh Agenda Items The agenda items for the CAB meeting are refreshed. If you added or updated attendees, a confirmation message asks if the meeting request must be resent to these attendees. Send meeting request to attendees Click to manually resend the meeting request to the list of attendees. Go to this meeting in CAB Workbench Click to open the meeting in the CAB workbench. This link is available only when it is time for the CAB to begin. Share notes Share notes captured in the Meeting Notes field to the list of meeting attendees. Share Notes is only visible when the meeting is In Progress or Complete. -
From related lists, you can perform any of the following tasks.
Related list Description Agenda Items Manually add agenda items. In the Allotted Time field, the CAB manager can override the default time for any agenda item. Attendees Manually add attendees to a CAB meeting. - Click Update to save your changes.