Create a CAB

A Change Advisory Board (CAB) is a group of approvers that all review, and then together, vote on requests. The ticket is approved or rejected when all approvers decide to approve or reject the ticket.

For example, if a CAB consisting of seven members reviews an upgrade request ticket, you can configure the step in the approval process to be approved if only five members vote Yes.

  1. Click Setup and select Processes > Change Advisory Boards.
  2. Click New.
  3. In the Change Advisory Board Details screen, enter a CAB name in the CAB Name field.

    To locate a CAB name, enter first and last name in the Client Lookup box and click Search.

  4. Click additional names (if needed) to add additional members.
  5. Select the minimum number of members required to approve a change ticket.

    The minimum can be any number between one and the number of CAB members.

  6. Click Save.