Documentation forWeb Help Desk

Create a CAB

A Change Advisory Board (CAB) is a group of approvers who review and 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 > Processes > Change Advisory Boards.
  2. Click New.
  3. Enter a name for this CAB.

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

  4. Click the Minimum Approvers drop-down menu and 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.

  5. Click Save.