--- title: "Change Advisory Board" slug: "change-advisory-board" updated: 2025-12-23T11:53:36Z published: 2025-12-23T11:58:45Z canonical: "help.symphonysummitai.com/change-advisory-board" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Change Advisory Board **What is Change Advisory Board?** The Change Advisory Board (CAB) is a group of members who authorize and approve the Change Requests (CRs) and take important decisions related to the CRs. You can configure the Change Advisory Board (CAB) members who can authorize and approve the Change Records (CRs). **To configure CAB members, perform the following steps**: 1. Navigate to **Change** > **Configuration** > **Change Advisory Board**. The Change Advisory Board List page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Advisory board.png) Figure: Change Advisory Board - List page 2. On the **Change Advisory Board** page, click **Add New** on the **ACTIONS** panel. 3. Select the Department and type in the new CAB member details. For information about the fields on the **Change Advisory Board** page, see Field Description. 4. Click **Submit**. A new CAB member is configured. #### Field Description The following table describes the fields on the Change Advisory Board page: | Field | Description | | --- | --- | | **DETAILS** | | Category | - **Available Categories**: Select one or more Categories that you want to configure for a CAB member and click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/arow.png) the icon to move to the Selected Categories list. - **Selected Categories**: To remove any Category from the Selected Categories list, select the Category and click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/arrow1.png) icon. | | Change Type | - **Available Change Type**: Select one or more Change Types that you want to configure for a CAB member and click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/arow.png) icon to move to the Selected Change Types list. - **Selected Change Types**: To remove any Change Type from the Selected Change Type list, select the Change Type and click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/arrow1.png) icon. | | Workgroup | - **Available Workgroup**: Select one or more Workgroups that you want to configure for the CAB member and click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/arow.png) icon to move to the Selected Workgroups list. - **Selected Workgroups**: To remove any Workgroup from the Selected Workgroups list, select the Workgroup and click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/arrow1.png) icon. | | Change Category | Select the **Change Category** to configured it for the **CAB** member. | | Change Advisory Board Member | Enter the name of the **CAB** member in the textbox, or click the **Search** icon to select a **CAB** member from the list. For more details on how to search users, refer to Searching Users. | | Active | Indicates the status set for the CAB member. - If selected, the CAB member becomes an active CAB member and can perform the actions of a CAB member. - If not selected, the CAB member becomes inactive and cannot perform the actions of a CAB member. | **ACTIONS** This section explains all the icons on the **ACTIONS** panel of the CHANGE ADVISORY BOARD page. **SHOW LIST** Click **Show List** to display the List table showing all the configured CAB members for the selected Department. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CAB1.png)Change Advisory Board page - List of CAB members - To edit details about a **CAB** member, click the Name of the **CAB** member. Make the appropriate changes and click **Submit**. - To display the inactive **CAB** members, click the Include Inactive checkbox. > [!NOTE] > Notes > > - When the list of CAB members is displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new CAB member. > - When the list of CAB members is displayed under the LIST table, the **BOARD** action is displayed on the ACTIONS panel. Using the BOARD action, you can configure the required CAB approvals for a selected combination of Change Type and Category under a Department. Select a Category and Change Type. Specify the required number of CAB approvals in the Required Approver Count text box for the required Workgroup. Click **Submit** to save your changes. This configuration is displayed under the Approvers tab of the Change Record page. #### CAB Approvers Click CAB Approvers to configure the required approver count. You can configure the required CAB approvals for a selected combination of Change Type and Category under a Department. Select a Category and Change Type. Specify the required number of CAB approvals in the Required Approver Count text box for the required Workgroup. Click **Submit** to save your changes. This configuration is displayed under the **Approvers** tab of the **Change Record** page. #### References For configuring Change Managers, refer to [Configuring Change Manager](https://help.symphonysummitai.com/apex/docs/change-manager-1).