Creating a Change Approval Board

each step of the setup process is carried out on through the application setup page to get to the setup page log in as an and open the from the settings pane, select configure > organizational profile > application setup 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) provides 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 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 highlight one of the groups click rename make changes to the group name and details or to the change type this group reviews click save adding a new group click add group enter a group name and description select the change type that this group reviews 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 highlight one of the review boards in the groups pane click add member choose a search category, enter the search criteria, and click go highlight the name of the person you want to add to the review board group click link removing a member from a group highlight one of the review boards click unlink next to the name of the member you want to remove from the group