Add an agenda item to a CAB meeting

Add change requests to your CAB meeting agenda for review.

Before you begin

Role required: sn_change_cab.cab_manager

Procedure

1. Navigate to Workspaces > Service Operations Workspace.
2. Select the list icon ().
3. In the Change Advisory Board, select My upcoming CAB meetings.
4. Open a CAB meeting.
5. Select Related records and then select the Agenda Items.
6. In the Agenda Items list, select New.
7. On the form, fill in the fields.

   Table 1. CAB Agenda Item form

   Field	Description
   Meeting	Name of the meeting to which the agenda item is added.
   Task	Change request or standard change proposal to associate with the agenda item.
   Order	Order in which agenda items will be reviewed during the CAB meeting.
   Notification recipients	Users who get the notification about the new agenda item.
   Short description	Short description of the selected change request in the Task field.
   Work notes	Additional information for the task.
   State	Current state of the agenda item.
   Decision	Status of the agenda item. When you create an agenda item, its status is set to None. The state is updated according to the decision taken for the agenda item during the meeting.
   Allotted time	Time set for discussing the agenda item in the meeting.
   Elapsed time	Time already spent on the agenda item during the meeting.

8. Optional: Add relevant attachments to the agenda item by selecting the attachments icon () and uploading files.
9. Select Save.
   The agenda item is created and added to the CAB meeting and shows in the Agenda Items list.
10. If the newly added agenda item doesn't display in the list, select Refresh agenda items.
11. You can choose to send the meeting invite with updated agenda items to attendees by selecting Yes in the confirmation message box.
    Alternatively, you can send the meeting requests to attendees by selecting the more actions icon () and then selecting Send meeting request to attendees.