---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-service-management
Release :
- australia
ft:locale :
- en-US
ft:publication_title :
- Australia IT Service Management
ft:clusterId :
- itsm
bundleId :
- itsm
workflow :
- Technology
---
# Create a CAB meeting
# Create a CAB meeting {#ariaid-title1}
Release version: Australia
Updated March 12, 2026
 2 minutes to read
Create a Change Advisory Board (CAB) meeting in Service Operations Workspace to review and authorize change requests.
## Before you begin
Role required: sn_change_cab.cab_manager
## Procedure
1. Navigate to WorkspacesService Operations Workspace.
2. Select the list icon (![List icon.]()).
3. In the Change Advisory Board, select All CAB meetings.
4. Select New.
5. On the form, fill in the fields.
{#cm-create-cab-meeting-sow__table_b2s_kdl_2w__entry__2}
| Field | Description |
|-|-|
| Name | Name of the CAB meeting. |
| CAB manager | Name of the user who manages the CAB meeting. |
| Delegates | Delegate CAB members who can substitute as the CAB manager during the meeting. |
| Board groups | Change Advisory Board user groups that are expected to attend the CAB meeting. |
| Board members | Change Advisory Board members who are expected to attend the CAB meeting. |
| State | * Pending: Indicates that the meeting is yet to begin. It's the default state of the meeting. * In progress: Indicates that the meeting has begun and is in progress. * Complete: Indicates that the meeting has occurred and is finished. * Canceled: Indicates that the meeting has been canceled. {#cm-create-cab-meeting-sow__ul_bvg_z1f_jx} Note: The system automatically updates the State field when the meeting starts and ends from within the CAB workbench. However, the CAB manager can manually update this field when a future meeting has to be canceled or if the CAB workbench closes unexpectedly during the meeting. |
| Meeting start time | Start date and time for the meeting. Note: When you add an agenda item to a CAB meeting, the CAB date field in the change request is automatically updated with this date. |
| Meeting end time | End date and time for the meeting. |
| Locations | One or more locations for your CAB meetings. For example, meeting rooms in different offices. |
[Table 1. CAB Meeting form: CAB Meeting section]
{#cm-create-cab-meeting-sow__table_b2s_kdl_2w} {#cm-create-cab-meeting-sow__table_axg_slf_cfc__entry__2}
| Field | Description |
|-|-|
| Meeting Notes | Enter notes for the meeting, if any. |
[Table 2. CAB Meeting form: Meeting Notes section]
{#cm-create-cab-meeting-sow__table_axg_slf_cfc} {#cm-create-cab-meeting-sow__table_jyt_klf_cfc__entry__2}
| Field | Description |
|-|-|
| Use filter criteria to drive Change Request date range | Option to choose a time range for the planned start and end date from Change Request additional condition instead of selecting specific dates based on meeting schedule. Note: If you select the Use filter criteria to drive Change Request date range field in a cab meeting, the Change Requests starting after and the Change Requests starting on or before fields are turned off for the meeting, and therefore ignored. The change request additional conditions drive the date range. |
| Change Requests starting after | Change requests that start after this date and time should be added to the CAB meeting. |
| Change Requests starting on or before | Change requests that start on or before this date and time should be added to the CAB meeting. |
| Complete Pre-approved Changes | Check box to mark each pre-approved change request as Complete in the CAB meeting agenda. Note: Pre-approved changes are automatically marked as complete so that approvers do not have to review them. The pre-approved changes are visible in the CAB Workbench, and can be discussed if necessary. |
| Time per Agenda Item | The time, in minutes and seconds, allotted to discuss each change request on the agenda. The allotted time can be adjusted for agenda items before or during the meeting. |
| Notification lead time | The advanced notification on the number of agenda items that needs to be discussed. |
| Auto Add Agenda Decisions | Check box to capture agenda decisions automatically on the meeting widget. The agenda decision is captured in the following format: (CAB Automation) - \<change request number\> - \<decision\> - \<CAB Manager name\> - \<time\>\<AM/PM\> \<timezone\> |
[Table 3. CAB Meeting form: Agenda Management section]
{#cm-create-cab-meeting-sow__table_jyt_klf_cfc} {#cm-create-cab-meeting-sow__table_o5l_5lf_cfc__entry__2}
| Field | Description |
|-|-|
| Conference details | Information such as meeting links, passwords, and phone numbers. |
[Table 4. CAB Meeting form: Conference Information section]
{#cm-create-cab-meeting-sow__table_o5l_5lf_cfc}
6. Select Save.
* **[Add an agenda item to a CAB meeting](https://servicenow-prod.fluidtopics.net/7mpjap8fPNNM1rH3qcfhyg)**
Add change requests to your CAB meeting agenda for review.
* **[Manage attendees in a CAB meeting](https://servicenow-prod.fluidtopics.net/ZH7f6Aia_exMwmeGj7YmaQ)**
Manage attendees of your CAB meeting who will review the change requests during the meeting.
**Related concepts**
* [Standard change catalog](https://servicenow-prod.fluidtopics.net/QC~F6GmQVltvJ94ynhFS1w "Standard changes are pre-approved, low-risk changes with a proven history of success. The standard change catalog contains the changes that have been approved by the Change Management application as standard changes.")
**Related tasks**
* [Create a change request in Service Operations Workspace](https://servicenow-prod.fluidtopics.net/GzFC9QFFC4Mf7lR2iJAZXw "Track modifications to a supported configuration item (CI) by using a change request. You can record information such as the reason for the change, and the change type, priority, and risk.")
* [Work on a change request in Service Operations Workspace](https://servicenow-prod.fluidtopics.net/uZzLHniGed5NKfsCWOn6hw "Modify a supported configuration item to clear a change request.")
* [Create a change task in Service Operations Workspace](https://servicenow-prod.fluidtopics.net/VeuC50Ml3ZZXEBZ7_3vjCw "When you need to engage another team or agent for help, create and assign change task. For example, there can be tasks to plan the change, implement the change, and test, and review the work.")
* [Work on a change task in Service Operations Workspace](https://servicenow-prod.fluidtopics.net/jA_BEBytiLfbz68AEOkF~Q "Complete the change task that in turn helps in resolving the associated change.")
* [Create a Change Advisory Board (CAB) definition](https://servicenow-prod.fluidtopics.net/Q4ECQnyQDVaXs~uccvW7mA "Create a Change Advisory Board (CAB) definition in Service Operations Workspace to set up recurring CAB meetings for reviewing and authorizing change requests.")
* [Conduct a CAB meeting in the CAB workbench](https://servicenow-prod.fluidtopics.net/7_t8ZQh~fYETOrMquAp1lg "Start and conduct a Change Advisory Board meeting in the CAB Workbench in Service Operations Workspace to review the agenda and approve or schedule changes.")
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