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I'm very new to WHD and am wondering how CABs work. I can create a CAB in the setup section. What do I do next?

FormerMember
FormerMember

Hi:

I am new to WHD...like just a couple of days new.   I would like to process change tickets through WHD and have created a CAB with the appropriate approvals.   I just don't know what to do next.  I have read the documentation and it isn't guiding me in the right direction.  Any assistance is appreciated.  Thanks!

  • Hi ddwoodnc,

    The 1st Step is to create the CAB under "Processes -> Change Advisory Board"

    Next create the approval process under "Processes -> Approval Processes"  Choose the options appropriate to your requiremnets

    2015-05-21 09_18_49-Web Help Desk - Approval Processes.png

    Click Save and then move to Approval Steps, here you will define the Approver Type, in this case it will be a CAB, choose the name of the CAB you created.

    2015-05-21 09_19_22-Web Help Desk - Approval Processes2.png

    The final step is to choose which requests types will initiate this process. Click the "Request Types Supported" tab, select the required request types and click save

    2015-05-21 09_19_40-Web Help Desk - Approval Processes3.png

    Hope that Helps,

    Tony

  • FormerMember
    0 FormerMember in reply to tony.johnson

    Tony:

    Thank you so much!  This definitely helps.

    Diane