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Change advisory boards and change types
Two admin surfaces decide how changes are approved and how they're categorised. Both live under Settings.
Change advisory boards
A board is a group of people who approve changes affecting particular parts of the estate. Set them up under Settings → Change Advisory Boards.
Each board has:
- Members — users, groups, departments, or job roles. A board with no members approves nothing.
- Linked asset groups — the parts of the estate this board is responsible for.
- An approval rule — how many members must agree:
| Rule | Meaning |
|---|---|
| Any one member | The first decision settles it. |
| Quorum | A set number of distinct members must approve. |
| All members | Every member must approve. |
How a change finds its board
A change routes to every board whose asset groups it touches, and all of those boards must approve. Touch two areas of the estate and you need both boards.
Anything not covered by a board's asset groups routes to the default board. Every organisation has one and it can't be deleted — it's the catch-all that stops changes falling through the gaps.
This is the most common reason approvals appear stuck. A change sits in Pending approval because the board it routed to has no members, or because the asset groups you expected to route it were never linked. Check the board before checking the change.
Change types
Settings → Change Types defines the categories available when raising a change. Beyond a name, description and colour, a type carries two behaviours:
- Skips approval — changes of this type bypass the approval step entirely. Use it for standard, pre-agreed low-risk work that shouldn't need a board every time. Treat it as a deliberate policy decision, not a convenience.
- Expedited — a label only. It marks the change as urgent for the people reading it; it doesn't change any behaviour.
A type can be made inactive to retire it without disturbing the history of changes that used it. Built-in types are marked and can't be deleted.
Notes & tips
- Start with the default board and real people in it, then add specific boards as your estate grows. An empty specialist board is worse than none, because changes route to it and stop.
- Skips approval is the setting to review periodically — it's the one that quietly removes oversight.
- Boards accept groups, departments and job roles as members, not just named users. Routing by role survives people changing jobs.