Creating a Change Approval Board

Each step of the Change Enablement setup process is carried out on through the Application Setup - Change Enablement page. To get to the setup page:

  1. Log in as an Administrator and open the Configuration console.
  2. From the Settings pane, select Configure > Organizational Profile > Application Setup.
  3. In the Application Setup workspace, select Change Management to display the Application Setup - Change Enablement page.

Creating a Change Approval Board

Before this step in the setup process, identify users to participate in your Change Approval Boards (CABs). Neurons for ITSM provide three default CABs; each one can have different and overlapping members.

  • Change Approval Board: CAB for non-emergency changes.
  • Emergency Change Approval Board: CAB for emergency changes.
  • Management Committee: Management Committee for major changes.

Managing CAB Groups and Members

Use the Application Setup - Review Board page to manage your CABs. The page contains a list of Groups and Members. Groups comprise CABs, management groups, and more. Members are the individual users in your organization that you will assign to the CAB groups.

Managing Groups

Look for the three default CABs in the list of groups; you can add and edit groups like CABs and Review Boards, but Neurons for ITSM does not allow you to delete groups. The application displays Groups in the Groups pane of the Application Setup - Review Board page.

Editing Group Details:

  1. Highlight one of the groups.
  2. Click Rename.
  3. Make changes to the Group name and details or to the change type this Group reviews.
  4. Click Save.

Add a New Group:

  1. Click Add Group.
  2. Enter a Group name and description.
  3. Select the change type that this Group reviews.
  4. Click Save.

Managing Members

The application displays members of Groups in the Members pane of the Application Setup - Reivew Board page. From this page, you can add Members to Groups or remove them.

Adding a new Member to a Group:

  1. Highlight one of the review boards in the Groups pane.
  2. Click Add Member.
  3. Choose a search category, enter the search criteria, and click Go.
  4. Highlight the name of the person you want to add to the review board Group.
  5. Click Link.

Removing a Member from a Group:

  1. Highlight one of the review boards.
  2. Click Unlink next to the name of the Member you want to remove from the Group.