Pg4ns/release 7.7.5

[beverlyucab]

Change Summary:

• AB#410272 Update Field Description and Help doc (Cleanup > Update Field Description and Help )
• AB#408572 Look up customization documentation (Change Management > Creating a Change Request)
• AB#408658 Contents of the User Role Related Objects (Change Management > Setting Up Policies)
• AB#410327 Actual Change Date & Change By (Change Management > Using Change Logs)
• AB#411812: State Limitations when Autospider is not run (What is a Spider)

[github-actions]

Pull Request Review: Release 7.7.5 Documentation Updates

Overview

This PR updates documentation across multiple Platform Governance for NetSuite pages with clarifications, additional details, and new images. Overall, the changes improve user guidance and documentation completeness.

Summary of Changes

• 5 markdown files updated with enhanced documentation
• 3 new images added to support the updates
• 48 lines added, 10 lines removed

---

Detailed Feedback

✅ Strengths

1. Clear User Guidance: The additions provide helpful procedural details that will improve user experience
2. Visual Support: New screenshots enhance understanding of the UI workflows
3. Consistency: Changes maintain the existing documentation style and structure
4. Info Boxes: Appropriate use of Docusaurus admonitions for important notes

📝 Issues Found

High Priority

1. Typo in using_change_logs.md:35

   Some Object types do not produce Sytem Notes or History Notes for changes.

   Should be: System (not "Sytem")

2. Typo in update_field_description_and_help.md:23

   The edited text will be <span style={{ color: '#3392f1ff' }}>highighted</span>

   Should be: highlighted (not "highighted")

3. Typo in what_is_a_spider.md:85

   Autospider portlet is also required in order to capture the changes that are recorded only in audit trail for the following obect types:

   Should be: object (not "obect")

4. Inconsistent Capitalization in what_is_a_spider.md:85
   The sentence starts with "Autospider" (lowercase 'a') but elsewhere in the document it's consistently "AutoSpider"

Medium Priority

5. Formatting/Readability in update_field_description_and_help.md:19

     Note: The column with the arrow up or arrow down is the column used for sorting.

   The   HTML entity for indentation is unusual in markdown. Consider using standard markdown formatting or converting the note to a proper admonition block.

6. Inconsistent Line Breaks in creating_change_request.md:68-71
   The new paragraph at lines 68-71 has inconsistent line wrapping. Some lines are very long, while the document generally follows a wrapping convention around 100 characters.

7. Spacing in update_field_description_and_help.md:17
   Multiple <br /> tags followed by text creates inconsistent spacing. Consider using standard markdown paragraph breaks.

Low Priority / Suggestions

8. Inline Style Usage in update_field_description_and_help.md:23

   <span style={{ color: '#3392f1ff' }}>highighted</span>

   While this works in MDX, consider if this color should be defined in the theme's CSS for maintainability. The hardcoded color value may not work well in dark mode if that's ever implemented.

9. Grammar in what_is_a_spider.md:85
   The phrase "in order to capture the changes that are recorded only in audit trail" could be more clear:

   Suggested: "required to capture changes that are recorded only in the audit trail"
   

10. Image Format Consistency

    • New image field_column_sort.png uses PNG format
    • Other new images use .webp format
    • Per the repository README guidelines (line 346), .webp is preferred for performance
    • Consider converting the PNG to webp for consistency

🔒 Security

No security concerns identified. This PR contains only documentation updates.

⚡ Performance

No performance concerns. The addition of three small images will have minimal impact on page load times.

🧪 Testing

No test coverage applicable - this is documentation-only.

---

Recommendations

Required Before Merge

1. Fix the three typos identified above
2. Fix the capitalization inconsistency ("Autospider" → "AutoSpider")

Suggested Improvements

1. Convert field_column_sort.png to .webp format for consistency
2. Review the inline styling approach for highlighted text
3. Consider converting the note at line 19 of update_field_description_and_help.md to a Docusaurus admonition
4. Normalize line wrapping in the new paragraph in creating_change_request.md

---

Conclusion

The documentation improvements are valuable and well-structured. Once the typos are corrected, this PR will be ready to merge. The content accurately reflects the UI changes and provides clear guidance to users.

Recommendation: Approve after addressing required fixes

---

Review generated by Claude Code

[github-actions]

Pull Request Review: Pg4ns/release 7.7.5

Summary

This PR consolidates multiple documentation updates for Platform Governance for NetSuite (version 7.7.5). The changes include clarifications, expanded explanations, and new screenshots to improve user understanding.

---

✅ Positive Aspects

1. Improved User Experience: The additions provide clearer guidance for users, especially around UI interactions and limitations
2. Good Documentation of Edge Cases: The PR addresses scenarios where data cannot be determined (e.g., missing System Notes)
3. Visual Aids: New screenshots help users understand the UI better
4. Consistent Structure: Changes maintain the existing documentation style

---

📝 Content Quality Issues

1. Typo in using_change_logs.md (Line 35)

Issue: "Sytem Notes" should be "System Notes"

- Some Object types do not produce Sytem Notes or History Notes for changes.
+ Some Object types do not produce System Notes or History Notes for changes.

2. Typo in what_is_a_spider.md (Line 85)

Issue: "obect types" should be "object types"

- Autospider portlet is also required in order to capture the changes that are recorded only in audit trail for the following obect types:
+ Autospider portlet is also required in order to capture the changes that are recorded only in audit trail for the following object types:

3. Inconsistent Product Naming

Issue: Mixed usage of "Strongpoint" and "Netwrix" in product references

In update_field_description_and_help.md:

• Line 15: Uses "Netwrix > Clean Up"

But in creating_change_request.md (not changed in this PR):

• Line 26: Uses "Strongpoint > Change Management Tools"

Recommendation: Verify which is the current/correct product name and use consistently throughout the documentation.

4. Grammar/Capitalization Issues in what_is_a_spider.md

Issue: "Autospider portlet" should be capitalized as "AutoSpider portlet" for consistency with the rest of the document

Line 85:

- Autospider portlet is also required in order to capture the changes that are recorded only in audit trail for the following obect types:
+ AutoSpider portlet is also required in order to capture the changes that are recorded only in audit trail for the following object types:

---

🎨 Style & Formatting Issues

1. Inline HTML Styling

Location: update_field_description_and_help.md (Line 23)

The edited text will be <span style={{ color: '#3392f1ff' }}>highighted</span> to show fields with changes.

Issues:

• Typo: "highighted" should be "highlighted"
• Inline JSX styling may not render correctly in all contexts
• Hard-coded color doesn't respect theme (dark mode)

Recommendation:

The edited text will be **highlighted in blue** to show fields with changes.

Or use a CSS class defined in the theme.

2. HTML Entity Usage

Location: update_field_description_and_help.md (Line 19)

  Note: The column with the arrow up or arrow down is the column used for sorting.

Recommendation: Use standard markdown for consistency:

> **Note**: The column with the arrow up or arrow down is the column used for sorting. (Ascending or Descending Order)

3. Line Breaks and Spacing

Location: creating_change_request.md (Lines 68-71)

The added text has inconsistent line breaks. Consider formatting for better readability with proper paragraph breaks between sentences.

---

🔍 Content Accuracy Concerns

1. Incomplete Sentence in what_is_a_spider.md

Location: Line 67

The sentence ends after "two days." - Consider clarifying whether this is intentional or if more explanation is needed.

2. Duplicate Information in what_is_a_spider.md

Location: Lines 71-90

The following object types appear in BOTH lists:

• Bundle (appears in both line 71 and line 87)
• Custom Report (appears as "Custom Report" on line 72 and "Custom Reports" on line 89)
• SuiteApp (appears in both line 83 and line 88)

Recommendation: Clarify the distinction between these two lists or remove duplicates. If the distinction is important (e.g., one list is for general updates, another for audit trail), make that clearer.

---

🔒 Security Considerations

✅ No security concerns identified. The changes are documentation-only with no code execution, credentials, or sensitive data exposure.

---

⚡ Performance Considerations

✅ No performance impact. The new images are using appropriate formats (.webp and .png).

---

🧪 Test Coverage

N/A - This is documentation-only. However, consider:

• Verifying all image links resolve correctly
• Testing documentation in both light and dark modes
• Checking that inline HTML renders correctly in the documentation framework

---

📋 Recommendations Summary

Must Fix:

1. Fix typo: "Sytem Notes" → "System Notes" (using_change_logs.md:35)
2. Fix typo: "obect types" → "object types" (what_is_a_spider.md:85)
3. Fix typo: "highighted" → "highlighted" (update_field_description_and_help.md:23)

Should Fix:
4. Remove duplicate object types or clarify distinction (what_is_a_spider.md:71-90)
5. Standardize product naming: Strongpoint vs. Netwrix
6. Replace inline JSX styling with markdown or CSS classes
7. Improve formatting with proper paragraph breaks

Nice to Have:
8. Use markdown blockquotes instead of HTML entities for notes
9. Capitalize "AutoSpider" consistently throughout

---

✅ Approval Status

Conditional Approval: This PR can be merged after addressing the typos (items 1-3). The other issues are style improvements that can be addressed in a follow-up PR if needed.

---

📌 Additional Notes

The documentation improvements are valuable and will help users better understand the AutoSpider functionality and field update workflows. The visual aids are particularly helpful. Great work on documenting edge cases and limitations!

[github-actions]

Pull Request Review: Pg4ns/release 7.7.5

Overview

This PR contains documentation updates for Platform Governance for NetSuite release 7.7.5, including UI improvements, clarifications, and brand consistency updates (Strongpoint → Netwrix).

✅ Strengths

Documentation Quality

• Clear User Guidance: The additions provide excellent step-by-step clarifications, especially in creating_change_request.md where the Lookup Customization workflow is now much clearer (lines 68-71)
• Visual Aids: New screenshots effectively support the textual improvements
• Consistency: Branding updates (Strongpoint → Netwrix) maintain consistency across the documentation

Content Improvements

• Better UX Documentation: The field description update instructions now explain UI feedback (blue highlighting, confirmation messages) - essential for user confidence
• Important Limitations: Added note about object types without System Notes in using_change_logs.md:33-37 - prevents user confusion
• Expanded Object Type List: The alphabetized list in what_is_a_spider.md is more comprehensive and better organized

📝 Observations & Suggestions

1. Inconsistent Branding Updates

Issue: Brand name updates are inconsistent across files

• ✅ Updated in: creating_change_request.md:26, update_field_description_and_help.md:15
• ❌ Not updated in: setting_up_policies.md:47 still shows "Strongpoint"

Recommendation: Search for all instances of "Strongpoint" in the documentation and update to "Netwrix" for consistency.

# To find remaining instances:
grep -r "Strongpoint" docs/platgovnetsuite/

2. Image Path Convention Consistency

Minor: Different image path formats are used:

• Some use absolute paths: /images/platgovnetsuite/...
• This PR's new images follow the convention correctly

Status: ✅ No issues in this PR, but worth noting for consistency

3. List Formatting in what_is_a_spider.md

Issue: The alphabetized list (lines 71-84) improves organization, but the ordering change might affect users familiar with the previous grouping.

Original grouping appeared to be by logical category (forms, objects, etc.)
New ordering is alphabetical

Recommendation: Consider adding a brief introductory sentence explaining the list organization, e.g., "The following object types are listed alphabetically:"

4. Grammar & Style

Minor typo in update_field_description_and_help.md:27:

The edited text will be **highlighted in blue** to show fields with changes.

Suggestion: "...to indicate which fields have been modified" (more precise)

Double spacing in creating_change_request.md:68:

After the action completes, all checkboxes are cleared and a green confirmation message appears 
indicating that the customizations were added successfully.

This has a trailing space before the line break. Not a major issue but could be cleaned up.

5. Content Clarity

In setting_up_policies.md:125:
The addition is excellent but could benefit from an example:

These are the preferred forms listed under the role's Forms tab and the saved searches under the Searches tab.

Consider adding: "For example, if a user's role has preferred forms 'Custom Entry Form A' and saved search 'Sales Report', changes to these objects will be logged under User Role Related Objects."

🔒 Security Considerations

✅ No security concerns identified

• No code changes
• No credential exposure
• Documentation-only changes

⚡ Performance Considerations

✅ No performance impact

• New images (.webp and .png) are appropriately sized for web
• No build configuration changes

🧪 Testing Recommendations

Before merging:

1. ✅ Verify all new images display correctly at /images/platgovnetsuite/...
2. ✅ Build the documentation site to ensure no broken links
3. ⚠️ Check for remaining "Strongpoint" references across the entire documentation
4. ✅ Validate image paths are accessible

# Recommended test commands:
npm run build
grep -r "Strongpoint" docs/platgovnetsuite/changemanagement/ docs/platgovnetsuite/cleanup/ docs/platgovnetsuite/what_is_a_spider.md

📊 Overall Assessment

Quality: ⭐⭐⭐⭐ (4/5)
Readiness: ✅ Approve with minor suggestions

The documentation improvements are valuable and well-executed. The primary concern is the incomplete branding update in setting_up_policies.md. This should be addressed before merging to maintain consistency across the documentation set.

Action Items:

1. Must Fix: Update remaining "Strongpoint" → "Netwrix" in setting_up_policies.md:47
2. Nice to Have: Add list organization context in what_is_a_spider.md
3. Nice to Have: Fix trailing whitespace in creating_change_request.md:68

✨ Conclusion

This PR represents solid documentation maintenance work. The additions provide meaningful value to users by clarifying workflows, explaining UI feedback, and documenting limitations. With the branding consistency issue resolved, this is ready to merge.

---

Review performed by Claude Code - Automated PR Review

[github-actions]

Pull Request Review - Release 7.7.5

Summary

This PR includes documentation updates for Platform Governance for NetSuite release 7.7.5, covering several Azure Boards work items. The changes primarily consist of content clarifications, feature documentation updates, and branding consistency improvements.

Overall Assessment

✅ Approved with minor suggestions

The documentation updates are well-structured and improve clarity. The changes follow good documentation practices with consistent formatting and helpful user guidance.

---

Detailed Review by File

1. creating_change_request.md ✅

Changes:

• Branding update: "Strongpoint" → "Netwrix" (line 26)
• Enhanced "Lookup Customization" documentation with better workflow guidance
• Added new screenshot for lookup customization feature

Strengths:

• Excellent addition of step-by-step workflow after customization selection (lines 67-70)
• Clear explanation of confirmation feedback to users
• New screenshot will help users understand the interface

Minor Issues:

• Line 66-67: There's a formatting inconsistency where a very long line wasn't broken properly:

  - Click **Add Selected Customizations**. If the Customization (based on Script ID) exists in the current account it is added to the

  Should maintain consistent line breaks with surrounding content.

Suggestions:

• Consider breaking the long line at 66-67 for better source readability
• Otherwise excellent improvements to user guidance

---

2. setting_up_policies.md ✅

Changes:

• Branding updates: "Strongpoint" → "Netwrix" (lines 47, 241)
• Enhanced description for "User Role Related Objects" (line 125)

Strengths:

• The clarification about preferred forms and saved searches is very helpful
• Maintains consistency with other branding changes

Quality: Excellent - clear, concise addition that improves understanding

---

3. using_change_logs.md ✅

Changes:

• Added explanatory note about object types without System/History Notes (lines 33-37)

Strengths:

• Important clarification that helps users understand system limitations
• Proper use of Docusaurus :::note admonition
• Well-placed in context where users would need this information

Minor Issue:

• Line 21: Still references "Strongpoint" instead of "Netwrix" - this appears to be a missed branding update:

  1. Open **Strongpoint** > **Change Management Reports** and select a report.

  Should be: Open **Netwrix** > **Change Management Reports**

Recommendation: Update line 21 for branding consistency

---

4. update_field_description_and_help.md ✅

Changes:

• Branding update: "Strongpoint" → "Netwrix" (line 15)
• Enhanced filter explanation (lines 17-18)
• Added column sorting documentation with note (lines 20-23)
• Documented blue highlighting for edited fields (line 27)
• Added post-update behavior explanation (line 29)

Strengths:

• Excellent UI/UX documentation improvements
• The sorting note with arrow indicator explanation is very user-friendly
• Blue highlighting documentation helps users track their changes
• Clear explanation of update feedback

Quality: Outstanding improvements to user guidance

---

5. what_is_a_spider.md ✅

Changes:

• Reformatted AutoSpider object list for better readability
• Added clarifying text about AutoSpider requirements (line 68)
• Expanded object type list with 6 new entries:
  • SuiteApp
  • Saved Searches
  • Address Form
  • Group
  • Access Token
  • Integration

Strengths:

• Improved list formatting (vertical vs. inline)
• More complete object type coverage
• Better paragraph structure

Quality: Good improvements to clarity and completeness

---

6. Image Files ✅

New images added:

• change_request_lookup_customization.webp
• field_column_sort.png
• update-field-description.png

Notes:

• Mix of .webp and .png formats
• README guidelines prefer .webp for performance
• Consider converting .png files to .webp for consistency

---

Code Quality Assessment

✅ Strengths

1. Consistency: Changes maintain consistent markdown formatting throughout
2. Clarity: Improvements enhance user understanding with concrete details
3. Structure: Proper use of Docusaurus features (admonitions, frontmatter)
4. User Focus: Changes address real user workflow and UI feedback needs
5. Documentation Standards: Follows established patterns in the repository

⚠️ Areas for Improvement

1. Branding Consistency: One missed "Strongpoint" → "Netwrix" update in using_change_logs.md:21
2. Image Formats: Consider standardizing on .webp format per README guidelines
3. Line Length: One very long line in creating_change_request.md:66-67 could be reformatted

---

Security Considerations

✅ No security concerns identified

• Documentation changes only
• No sensitive information exposed
• Image files appear to be standard screenshots

---

Performance Considerations

✅ Generally good

• Image additions are reasonable in size
• Minor: .png files could be .webp for better performance (per README guidelines)

---

Testing Recommendations

• ✅ Verify all markdown renders correctly in Docusaurus
• ✅ Confirm all image paths resolve correctly
• ✅ Test all internal documentation links
• ✅ Check for broken cross-references
• ⚠️ Search for any remaining "Strongpoint" references that should be "Netwrix"

---

Suggested Actions Before Merge

Required:

• Fix branding inconsistency in using_change_logs.md:21 (Strongpoint → Netwrix)

Recommended:

• Consider reformatting long line in creating_change_request.md:66-67
• Run global search for any remaining "Strongpoint" references
• Consider converting .png images to .webp for consistency

Optional:

• Add alt text descriptions to images for accessibility if not already present

---

Conclusion

This is a solid documentation update that improves user experience and maintains good documentation standards. The changes are well-written, properly structured, and add genuine value. With the minor branding fix, this PR will be ready to merge.

Recommendation: Approve after addressing the one branding inconsistency in using_change_logs.md.

Great work on improving the documentation! 🎉

[github-actions]

Pull Request Review: Pg4ns/release 7.7.5

Overview

This PR contains documentation updates for the Platform Governance for NetSuite product, covering multiple areas including Change Management, Cleanup features, and Spider functionality. Overall, the changes improve clarity and provide better user guidance.

---

Code Quality & Best Practices

Strengths

✅ Consistent branding update: Successfully updated "Strongpoint" to "Netwrix" across all affected documentation files
✅ Image format consistency: New images follow the repository's guideline of using .webp format for performance (change_request_lookup_customization.webp), with one exception noted below
✅ Proper image paths: All images use absolute paths from the static directory as recommended in the README
✅ Frontmatter consistency: All modified files maintain proper YAML frontmatter with title, description, and sidebar_position
✅ Enhanced user guidance: Added helpful details about UI behavior (checkboxes clearing, confirmation messages, visual indicators)

Areas for Improvement

1. Image Format Inconsistency

Location: static/images/platgovnetsuite/clean_up/field_column_sort.png

The repository guidelines in README.md specify using .webp format for images for performance optimization. However, one new image uses .png format.

Recommendation: Convert field_column_sort.png to .webp format for consistency and better performance.

2. Formatting and Style Issues

File: docs/platgovnetsuite/cleanup/update_field_description_and_help.md:27

The phrase "highlighted in blue" uses bold formatting, which seems unnecessary for describing UI behavior.

The edited text will be **highlighted in blue** to indicate which fields have been modified.

Recommendation: Remove bold formatting for cleaner prose:

The edited text will be highlighted in blue to indicate which fields have been modified.

File: docs/platgovnetsuite/changemanagement/creating_change_request.md:66-68

There's inconsistent line wrapping that creates overly long lines (exceeds standard markdown line length guidelines).

Recommendation: Break long lines for better readability in the source:

- Click **Add Selected Customizations**. If the Customization (based on Script ID) exists in the 
  current account it is added to the **Customizations**. If it does not exist, it is added to the 
  **Proposed Customizations**. After the action completes, all checkboxes are cleared and a green 
  confirmation message appears indicating that the customizations were added successfully.

3. Content Accuracy

File: docs/platgovnetsuite/changemanagement/setting_up_policies.md:125

The added description for "User Role Related Objects" is helpful, but it could be more concise:

- **User Role Related Objects**: Changes related to user role changes on the Change Control. These are the preferred forms listed under the role's Forms tab and the saved searches under the Searches tab.

Recommendation: Consider rewording for clarity:

- **User Role Related Objects**: Changes related to user role changes on the Change Control, including 
  preferred forms (Forms tab) and saved searches (Searches tab).

---

Potential Issues

1. Missing Line Break

File: docs/platgovnetsuite/what_is_a_spider.md:67

There's a missing blank line after the sentence ending with "going back two days." This could affect markdown rendering in some parsers.

scripts to reflect them in the Customization records, going back two days. 

The AutoSpider portlet is required in order to update these object types:

Status: ✅ Already correct in the PR - good!

2. List Order Changes

File: docs/platgovnetsuite/what_is_a_spider.md:71-84

The object types list has been reordered and expanded (added SuiteApp, Saved Searches, Address Form, Group, Access Token, Integration).

Question: Is there a specific reason for the new ordering? Consider alphabetical sorting for easier reference:

• Access Token
• Address Form
• Bundle
• Custom Advanced PDF/HTML Template
• Custom Report
• Entry Form
• Group
• Integration
• Mass Update
• Online Customer Form
• Record
• Saved Searches
• SuiteApp
• Transaction Form

---

Documentation & Clarity

Positive Changes

✅ Better workflow explanation (creating_change_request.md): Added clear steps for using Lookup Customization feature
✅ Important limitations noted (using_change_logs.md): Added note about object types that don't produce System/History Notes
✅ UI behavior documentation (update_field_description_and_help.md): Excellent addition of sorting behavior explanation with visual indicator
✅ AutoSpider limitations (what_is_a_spider.md): Good clarification about required object types

Suggestions

1. creating_change_request.md:69: Consider adding a cross-reference to documentation about what happens after clicking "Close" if users need to modify their selections
2. update_field_description_and_help.md:21-23: The note about arrow indicators is helpful - consider adding this pattern to other documentation where column sorting is available

---

Security & Performance

✅ No security concerns identified: All changes are documentation-only
✅ Performance consideration: Using .webp images is good practice (except for one .png file noted above)
✅ No external links added: All references are internal documentation links

---

Test Coverage

N/A - This PR contains documentation changes only, no code changes requiring tests.

---

Summary & Recommendations

Must Fix

None - all changes are functional

Should Fix

1. Convert field_column_sort.png to .webp format for consistency
2. Fix long line formatting in creating_change_request.md:66-68

Nice to Have

1. Remove unnecessary bold formatting in update_field_description_and_help.md:27
2. Consider alphabetical ordering for object types list in what_is_a_spider.md
3. Improve conciseness in setting_up_policies.md:125

Overall Assessment

APPROVED ✅

This is a solid documentation update that improves user experience and clarity. The branding updates are consistent, the new information is helpful, and the formatting generally follows best practices. The suggested improvements are minor and don't block merging.

Great work on enhancing the documentation with practical user guidance (visual indicators, confirmation messages, UI behavior)!

[github-actions]

Pull Request Review - Release 7.7.5

Overview

This PR contains documentation updates for release 7.7.5, covering five main work items across Change Management, Cleanup, and Spider documentation. Overall, the changes improve clarity and add helpful details for users.

---

✅ Positive Observations

Content Quality

• Comprehensive updates: The changes address multiple user pain points with clearer instructions
• Good use of visual aids: New screenshots enhance understanding (lookup customization, field sorting)
• Consistent branding: Successfully updated navigation paths from "Strongpoint" to "Netwrix"
• Helpful context: Added notes explaining limitations and expected behavior

Documentation Structure

• Proper markdown formatting: Lists, admonitions, and image references are well-formatted
• Good use of admonitions: The :::note blocks provide helpful contextual information
• Logical flow: Instructions maintain clear step-by-step progression

---

📋 Detailed Feedback by File

1. creating_change_request.md ✅

Strengths:

• Excellent addition of step-by-step workflow for Lookup Customization (lines 66-70)
• New screenshot clarifies the UI (line 72)
• Clear explanation of what happens after adding customizations (lines 67-68)

Minor suggestions:

• Line 66-67: Consider breaking this very long line for better readability:

  - Click **Add Selected Customizations**. If the Customization (based on Script ID) exists in the current account it is added to the **Customizations**. If it does not exist, it is added to the **Proposed Customizations**.

  Could be:

  - Click **Add Selected Customizations**. 
    - If the Customization (based on Script ID) exists in the current account, it is added to the **Customizations**. 
    - If it does not exist, it is added to the **Proposed Customizations**.

2. setting_up_policies.md ✅

Strengths:

• Line 125: Excellent clarification about User Role Related Objects explaining exactly what these are (preferred forms and saved searches)

Suggestions:

• Consider adding an example to make it even clearer for users who might not be familiar with these concepts

3. using_change_logs.md ✅

Strengths:

• Lines 33-37: Important note added about object types that don't produce system notes
• Helpful context that explains why fields might show "Could Not Be Determined"

Suggestions:

• The note placement is good, but consider adding a reference to which specific object types don't produce notes, if that information is available

4. update_field_description_and_help.md ⚠️ Needs Attention

Issues identified:

1. Grammar/clarity issue on line 18:

   or check the **Description/Help is Empty** checkbox to automatically hide rows with populated description and help from the **Field List**.

   This is confusing. If the checkbox is "Description/Help is Empty", checking it should SHOW rows where description/help IS empty, not "hide rows with populated description".

   Recommendation: Clarify the actual behavior:

   or check the **Description/Help is Empty** checkbox to show only fields with empty Description or Help values.

2. Incomplete sentence on line 21:

   You can also click on a column heading in the **Field List** to sort the list by the selected column.

   Immediately followed by a note about sorting indicators. Consider combining these:

   Click on any column heading in the **Field List** to sort by that column. The column with the arrow indicator (↑ ascending or ↓ descending) shows the current sort order.

3. Missing period on line 27:

   The edited text will be **highlighted in blue** to indicate which fields have been modified.

   Should have better flow with the following line.

4. Line 29: Inconsistent formatting

   3.  Click **Update** to submit the changes. The page will refresh and display the updated Descriptions and Help.

   This combines two separate actions. Consider:

   3.  Click **Update** to submit the changes. 
       
       The page will refresh and display the updated Descriptions and Help.

5. what_is_a_spider.md ✅

Strengths:

• Lines 67-68: Good clarification that AutoSpider portlet is required and what it does
• Lines 71-84: Comprehensive list of object types requiring AutoSpider portlet
• Better organization with line breaks improving readability

Suggestions:

• Line 58: "Could not be determined" has inconsistent capitalization compared to other places where it appears as "Could Not Be Determined" (line 35 in using_change_logs.md). Consider standardizing across all files.

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🔍 Quality Assurance Checks

✅ Passed Checks:

• No security concerns: Pure documentation changes, no code execution
• No broken links: All internal references appear valid
• Image references: New image paths follow the repository convention (/images/platgovnetsuite/...)
• Markdown syntax: Valid GitHub-flavored markdown
• Consistency: Navigation paths consistently updated to "Netwrix"

⚠️ Items to Verify:

1. Image files: Confirm that the following images exist and display correctly:

   • /static/images/platgovnetsuite/change_management/change_request_lookup_customization.webp
   • /static/images/platgovnetsuite/clean_up/field_column_sort.png (Note: PNG format, not WEBP)
   • /static/images/platgovnetsuite/clean_up/update-field-description.png (Added but not referenced in docs)

2. Build verification: Ensure Docusaurus build completes successfully with the new content

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🎯 Recommendations

Priority 1 (Should Fix):

1. Update Field Description document (line 18): Clarify the checkbox behavior
2. Standardize capitalization: "Could not be determined" vs "Could Not Be Determined"
3. Image format consistency: Consider converting field_column_sort.png to .webp for consistency

Priority 2 (Nice to Have):

1. Break long lines in creating_change_request.md for better readability
2. Add specific examples to User Role Related Objects description
3. Improve sentence flow in update_field_description_and_help.md

Priority 3 (Documentation Debt):

1. Consider adding a glossary for terms like "System Notes," "AutoSpider," "Change Log"
2. Cross-reference related documentation more extensively
3. Add visual indicators (like ℹ️ or 💡) to differentiate types of notes

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📊 Summary

Category	Rating	Notes
Code Quality	N/A	Documentation only
Content Accuracy	⭐⭐⭐⭐	One clarity issue in update_field_description_and_help.md
Formatting	⭐⭐⭐⭐⭐	Excellent markdown structure
Completeness	⭐⭐⭐⭐⭐	All stated work items addressed
User Experience	⭐⭐⭐⭐	Significant improvements with new screenshots and clarifications

Overall Assessment: This is a solid documentation update that will improve user experience. The only blocking issue is the confusing description of the checkbox behavior in update_field_description_and_help.md (line 18). Once that's clarified, this PR should be ready to merge.

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🚦 Recommendation: Approve with Minor Revisions

The PR is nearly ready. Please address the checkbox description clarity issue in update_field_description_and_help.md, and consider the standardization suggestions for consistency across the documentation.

[val-cal]

Reviewed with the team - all good!