Add CAB meeting agenda items

task brazil Updated Sep 10, 2026 1 min read add-new-agenda-items.md
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You can add an agenda item to your CAB meeting to customize the agenda and make the meeting more effective.

Before you begin

Role required: admin

About this task

The Agenda Items related list connects a change request (RFC) to the CAB meetings where the change is reviewed. Each agenda item record uses the fields described in the CAB Agenda Item form table.

Procedure

  1. Navigate to All > Change > Change Advisory Board > All CAB Meetings.

    Note: If the UI16 module link redirection feature is enabled in Service Operations Workspace (SOW) and the UI16 module supports the redirect configuration, navigating through UI16 paths automatically redirects you to the equivalent list or record pages in SOW instead of displaying the UI16 forms or lists. For more information, see Redirect UI16 module links to Service Operations Workspace.

  2. Select the CAB meeting record that you want to add an agenda item to.

  3. In the Agenda Items related list, select New.

    The Agenda Items related list is on the CAB meeting record.

    Note: If the New button does not appear on the Agenda Items related list, confirm that you have a required role and that the CAB meeting is in a state that allows adding agenda items.

  4. On the form, fill in the fields.

Field

Description

Meeting

Name of the meeting that you selected to add the agenda item.

Task

Lookup list to select the change request or standard change proposal.Note: The standard change proposal is available for selection only from Brazil.

Order

Order that the agenda items are reviewed during the CAB meeting.

Notification recipients

Recipients to receive the notification about the new agenda item.

Short description

Short description of the task.

Work notes

Detailed description of the task.

State

Current state of the agenda item.

Decision

Status of the agenda item.

Allotted Time

Allotted time for the agenda item in the meeting.

Elapsed Time

Time already spent on the agenda item.

5. Select **Submit**.

Parent Topic:Working with the CAB Workbench

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