Recommending Change by CAB
The Change Advisory Board (CAB) is a body that exists to recommend changes
and to assist Change Management in the assessment and prioritize of changes.
As and when a CAB is convened, its members should be chosen who are capable
of ensuring that all changes are adequately assessed from both the business
and technical viewpoint. A technician or a requester can be a CAB member
based on the organization structure.
General Work Flow for approving a change
The CAB should be convened for a change. The CAB
members can differ for each change. The CAB member can be a requester
or a technician whoever is capable to asses from both the business and
Once the CAB is convened the change should be
sent to the CAB members for recommendation.
The technician whoever receiving the change or
assigned a change will be the owner of the change and he will send the
change for recommendation to the CAB.
If the change is recommended by the CAB members,
the CHANGE MANAGER should approve the change. The change manager can approve
or reject the change irrespective of the recommendation of the CAB.
Only the approved change will be taken further
by the technician to take necessary steps.
To add CAB members and send for recommendation,
Log in to ServiceDesk
Plus application using your user name
Click the Changes
tab. This opens the Change List view page.
Click the Title
of the change which you need to send for recommendations. This opens the
change details page.
Click the Approvals
tab. You have to add CAB members, and send the change for recommendation.
The CAB members has the authorization
to recommend the change.
To Add CAB Members
Click the Add
CAB Member button.
Select the CAB from the
Select the members list
for the committee. The selected members will be responsible for approving
Save the changes. You
will get a confirmation message saying members added to the CAB successfully.
Send the change for Recommendation
for Recommendation button to send the change for approval to the
CAB members. Only the members of the CAB can recommend a change. This
opens the submit change for approval page.
If the e-mail id is already
configured for the CAB members then the Id would get automatically get
listed in the To text field. This
is a mandatory field. If the mail id is not configured refer Configuring
Specify the Subject in
the given text field. This is a mandatory field.
Specify the Description
about the change in the given text field.
the mail to the CAB members for approval. Once the mail is sent the CAB
members would get a mail with the link to the form to approve the changes
as shown below.
"Administrator has requested your recommendations
for this Change - Change Cards in the Server. Click here to view Change
Click the link in the
mail to open the form as shown below,
Recommend or Reject
radio button based on the change details listed below the form.
Specify the Comments
in the given text field.
Recommending the change directly from the Approval
If you are a member of the CAB after logging
into ServiceDesk Plus, you can recommend the change from the Approvals
tab using the Approve and Reject buttons.