Approve Change

The Change Advisory Board (CAB) scrutinizes the drafted change plan and provides approval to implement the change.

Details

The Details sub-tab displays the estimated cost for implementing the change. Depending on your change role and permissions, you can spot-edit the cost field.

Additional fields configured with the approval stage are also displayed here.

Add Tasks

You can add and manage tasks to break down the work involved in approval stage.

In the Tasks sub-tab,

• Click to add a task. You can also quick add tasks by clicking .
• To add tasks from existing change task templates, click .
• Click Organize to set the order in which tasks must be executed.
• Click Dependencies to set parent-child relationship between tasks.
• Click to edit, delete, or close a task. You can also select multiple tasks and click on the toolbar to close or delete tasks in bulk.
• Select multiple tasks and use the toolbar buttons to pick up, assign or trigger tasks.

Click on a task name to open the task details page. You can view the comprehensive details of the task, spot-edit the task fields, add comments or work logs, and track history from the task details page.

You can also manage tasks from the Actions menu on the toolbar or from the Tasks tab on the left pane. Learn more.

Add notes

Technicians can add notes add important information about the approval stage and tag users to notify them.

In the Notes sub-tab,

• Click Add Notes. Add the notes details and enter @ to tag users.
• Click Edit on a note to modify the note content. You can only edit the notes added by you.
• Click Delete on a note to remove the note.
• Click or beside Add Notes option to expand or collapse all notes.
• Click to sort the order in which the notes are displayed.

You can also add notes from the Actions menu on the toolbar or from the Notes tab on the left pane. Learn more.

Approvals

Track the approval levels associated with the approval stage. Depending on your permissions, you can perform approval actions on the change.

In to the Approvals sub-tab,

• Click Add Approvals to configure additional approvals in the approval levels added from workflow.
• Select approvals and click Send for Approval to trigger approval reminder to the approvers via email.
• If you are an approver, you can take approval actions in the approval level table. 
• Hover over an approval and click to remove the approval.

From the Level Actions drop-down, you can approve, reject, edit or delete approval levels based on your permissions.

Status Comments

View the status transitions of the change in the approval stage, along with the comments added during transitions.