CAB

CAB

CAB (Change Advisory Board) is a designated group of users to assist the Change Manager in assessing, scheduling, and prioritizing changes.

The CAB members can recommend or reject a change in the CAB Evaluation stage while only a Change Approver can approve a change and move it to the next stage. The CAB members can be edited and modified at any stage of the change  

They can recommend/reject a change in the CAB Evaluation stage. However, only a Change Approver can approve a change and move it to the next stage.
 
CABs are dynamic and the members can be modified anytime irrespective of its association with active changes.

Create CAB 

  1. Go to Setup > Customization > Change Management > CAB.
  2. Select the MSP customer from the header menu.
  3. Click New CAB.
  4. Enter a name for the CAB. This is a mandatory field.
  5. Describe the CAB details and usage.
  6. Select the users who are part of the CAB. This is a mandatory field.
  7. Click Save.


You can modify the access permissions for CAB members under  Setup > Customization > Change Management > Change Role. Learn more. 

List View Operations 

  1. To edit/delete CAB, click beside a change type name.
  1. To bulk delete CAB, select the cab and click Delete on the toolbar. 
    • Related Articles

    • CAB Evaluation

      The Change Advisory Board, also known as CAB, plays a crucial role in the change management process. While the change manager typically handles small changes, more complex changes with higher risks and impacts require the collective expertise of a ...
    • Workflows Use Cases

      Workflows Pointers Workflows can be configured for All Customers as well as for a specific customer, but not site-specific. This setting is module-specific. Separate workflows for incident requests and service requests can be configured. If an asset ...
    • Closure Rules Use Cases

      Closure Rules Pointers Closure rules automate the collection of vital details and execute relevant actions before a record can be closed in the service desk. Closure rules are not customer-specific. Supported Modules: Requests, Problems, Changes, ...
    • Notification Rules Use Cases

      Notification Rules Pointers Supported Modules: Requests, Problems, Changes, Projects, Release, Solutions, Assets, Purchase, Contracts, Tasks, and other general events. Supported Notifications: Email, SMS, and Push. Actionable Messages can be enabled ...
    • Change Role

      Change roles define access permissions for users in the Change module. ServiceDesk Plus Cloud MSP contains default change roles that are built into the application. You can also create custom change roles. Role Required: SDAdmin Default Change Roles ...