Add a Change Request to a CAB and Schedule a Review Meeting

Associate a change request with a CAB and assign it to a meeting to initiate the approval process.

1. Open the change request record.
2. Click Related.
3. In CAB Request, click Add.
4. In the Request CAB Approvals, select a CAB.
5. Click Confirm.

   The system creates a CAB request record and associates the change request with the selected CAB definition.

   

   Note You can associate a change request with multiple CABs and review the change request multiple times within the same CAB.
6. From the App Launcher, enter and select Change Advisory Board Definitions.
7. Open the CAB definition.
8. Click Related.
9. In Change Requests Unassigned to Meetings, select the change request.
10. Click Assign Meeting.
11. In Assign Meeting, select a meeting.
12. Click Confirm.

    The change request moves to the selected CAB meeting and is removed from Change Requests Unassigned to Meetings. The system updates the CAB request and initiates the approval workflow, and displays the CAB association in the CAB Request related list on the change request record.

    

    Note By default, the system assigns approval requests to the CAB manager. If the CAB manager changes, the system reassigns the approval request to the new CAB manager and removes the approval request from the previous CAB manager.