Send the CO to the CCB for review

Once you complete all required changes and there are no pending change tasks, move the change order to the Change Control Board (CCB) Review state. You can do this directly from the Planning status if you have not defined any entries in the Task Planning tab, or from the Results Review status once you complete all related change tasks.

Before transitioning to the Change Control Board Review status, you must select a valid lifecycle change for all items in the Affected Items tab. You must also define CCB reviewers in the Approvals & Confirmation section (at least one required or additional approver) on the main Change Order tab. If you do not meet these conditions, the system will prevent the transition and show an error message.

The Change Control Board Review state locks the process — no further changes are allowed from this point. Only by returning the process to Results Review can you make modifications again. Both approvers and the change order coordinator can return the process to this state if needed.

Use the Approvals & Confirmation section to review and manage required approvals for the change order. If the selected Change Template contains predefined approvers, the system lists them in the Required column. The coordinator can also add additional approvers from the list of users. When the change order reaches the Change Control Board Review status, the system copies all required and additional approvers to the Remaining Approvers list. Each user must approve the change by performing the workflow action, which moves them from the Remaining Approvers list to the Approved By list. This process makes it easy to track outstanding approvals. (Users listed in the Implementation row of this section will be involved only after the CCB review is successful.)

The system notifies all remaining approvers by email and adds the change order to their My Outstanding Work list while their approval is pending.

If any remaining approver rejects the change and returns the process to review status, the system clears the Remaining Approvers list. All selected approvers must approve again the next time the change order reaches the Change Control Board Review status. You can repeat the Change Control Board Review multiple times. The system tracks each repetition in the KPIs section, along with information about whether the Perform Tasks step was skipped (Fast Track).