diff --git a/docs/platgovnetsuite/changemanagement/creating_change_request.md b/docs/platgovnetsuite/changemanagement/creating_change_request.md index 8f321bb5b6..879ee428b8 100644 --- a/docs/platgovnetsuite/changemanagement/creating_change_request.md +++ b/docs/platgovnetsuite/changemanagement/creating_change_request.md @@ -23,7 +23,7 @@ request in your sandbox account. ## Create the Change Request -1. Open **Strongpoint** > **Change Management Tools** > **ITGC Change Request** +1. Open **Netwrix** > **Change Management Tools** > **ITGC Change Request** The status bar displays the stage of the Change Request. A new change request displays _Not Started_. 2. Enter information in the **Main** and **Scope** sections: @@ -62,9 +62,15 @@ request in your sandbox account. the customizations are displayed: - Hover over **Details** to see specifics of the customization. - Click the box(es) to select one or more customizations. Check in the **Name** header to - toggle **Selecting** or **Deselecting All**.- 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**. + toggle **Selecting** or **Deselecting All**. + - 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. + - To add other customization types, update the filters and repeat the process. + - Click **Close** to exit **Lookup Customization**. + + ![change_request_lookup_customization](/images/platgovnetsuite/change_management/change_request_lookup_customization.webp) + - **Customizations**: Use this field if you are changing objects that already exist in your account. Can be used in conjunction with proposed customizations. Start typing in the entry box for a single value, click the **Select Multiple** icon or click **Lookup Customization** diff --git a/docs/platgovnetsuite/changemanagement/setting_up_policies.md b/docs/platgovnetsuite/changemanagement/setting_up_policies.md index 7e23bd3482..92b5cb934a 100644 --- a/docs/platgovnetsuite/changemanagement/setting_up_policies.md +++ b/docs/platgovnetsuite/changemanagement/setting_up_policies.md @@ -44,7 +44,7 @@ sidebar_position: 20 ## Set Up a Default Policy -1. Open **Strongpoint** > **Change Management Tools** > **Change/Approval Policy** +1. Open **Netwrix** > **Change Management Tools** > **Change/Approval Policy** 2. Edit the **Default Policy** so that it has the following settings: - **Header**: Everything in the Header should remain the same including the name Default. @@ -122,7 +122,7 @@ To add new change levels, select **New** or use the **+** next to a field when e - **User Roles**: Changes to role assignments on the Change Control. Default: Log Changes Only - **User Role Assignment**: Changes to user role assignments on the Change Control. Default: Log Changes Only -- **User Role Related Objects**: Changes related to user role changes on the Change Control. +- **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. Default: Log Changes Only - **NetSuite SetUp and Preferences**: Changes to NetSuite setup objects including accounting lists, segments, enabled features and preferences. Default: Log Changes Only @@ -238,7 +238,7 @@ you can attach the Customization Record to the policy. To set up additional policies: -1. Open **Strongpoint** > **Change Management Tools** > **Change/Approval Policy** > **New** +1. Open **Netwrix** > **Change Management Tools** > **Change/Approval Policy** > **New** 2. Enter the policy information. 3. Assign the **Change Levels** on the **Change Controls** tab. 4. Assign the **Approvers** on the **IT Policies** tab. diff --git a/docs/platgovnetsuite/changemanagement/using_change_logs.md b/docs/platgovnetsuite/changemanagement/using_change_logs.md index 34b3303c12..a935036916 100644 --- a/docs/platgovnetsuite/changemanagement/using_change_logs.md +++ b/docs/platgovnetsuite/changemanagement/using_change_logs.md @@ -18,7 +18,7 @@ the change log being associated with the oldest of the approved change requests. To open a Change Log: -1. Open **Strongpoint** > **Change Management Reports** and select a report. +1. Open **Netwrix** > **Change Management Reports** and select a report. 2. Click **View** beside the Change Log to open. ![changelog-1](/images/platgovnetsuite/change_management/changelog-1.webp) @@ -30,6 +30,12 @@ If the **Actual Change Date** is empty or **Change By** is set to **Could Not Be The button is only available for Object types where the **Actual Change Date** and **Change By** fields can be retrieved. +:::note + +Some Object types do not produce System Notes or History Notes for changes. In this case the **Actual Change Date** is empty and the **Change By** is set to **Could Not Be Determined**. + +::: + ![Refresh Changed By](/images/platgovnetsuite/change_management/change_log_refresh.webp) ## Change Log Header diff --git a/docs/platgovnetsuite/cleanup/update_field_description_and_help.md b/docs/platgovnetsuite/cleanup/update_field_description_and_help.md index 09b9e40286..1979e45bcc 100644 --- a/docs/platgovnetsuite/cleanup/update_field_description_and_help.md +++ b/docs/platgovnetsuite/cleanup/update_field_description_and_help.md @@ -12,12 +12,18 @@ is reported in the Change Log as **Documentation Change** for the **Change Type* **Resolution** set to _Automatically cleared documentation change. Only Help or Description changed_. The Change Log is closed. -1. Open **Strongpoint** > **Clean Up** > **Update Field Description and Help**
-You can filter the - results or check **Description/Help is Empty** to focus the **Field List**. Click on a column - heading in the **Field List** to sort the list by the selected column. +1. Open **Netwrix** > **Clean Up** > **Update Field Description and Help** - ![cust_ui_help_update](/images/platgovnetsuite/clean_up/cust_ui_help_update.webp) + You can filter the + results by **Name**, **Script Id**, **Type** or check the **Description/Help is Empty** checkbox to automatically hide rows with populated description and help from the **Field List**. + + You can also click on a column heading in the **Field List** to sort the list by the selected column. + :::note + The column with the arrow up or arrow down is the column used for sorting. (Ascending or Descending Order) + ::: + ![field_column_sort](/images/platgovnetsuite/clean_up/field_column_sort.png) -2. Add or edit **Description** and **Help** text. -3. Click **Update** +2. Add or edit **Description** and **Help** text. + The edited text will be **highlighted in blue** to indicate which fields have been modified. + ![cust_ui_help_update](/images/platgovnetsuite/clean_up/cust_ui_help_update.webp) +3. Click **Update** to submit the changes. The page will refresh and display the updated Descriptions and Help. diff --git a/docs/platgovnetsuite/what_is_a_spider.md b/docs/platgovnetsuite/what_is_a_spider.md index 22b2ba03fd..110b93dead 100644 --- a/docs/platgovnetsuite/what_is_a_spider.md +++ b/docs/platgovnetsuite/what_is_a_spider.md @@ -64,17 +64,24 @@ The AutoSpider Portlet is set up as part of the installation process: The **AutoSpider Portlet** is required to update certain object types in NetSuite. Once triggered through the dashboard portlet, it picks up all changes on custom objects and triggers the scheduled -scripts to reflect them in the Customization records, going back two days. The AutoSpider portlet is -required in order to update these object types: +scripts to reflect them in the Customization records, going back two days. + +The AutoSpider portlet is required in order to update these object types: - Bundle +- SuiteApp +- Saved Searches - Custom Report -- Entry Form - Mass Update -- Online Customer Form - Record +- Online Customer Form +- Entry Form - Transaction Form +- Address Form - Custom Advanced PDF/HTML Template +- Group +- Access Token +- Integration ## ReSpider Now diff --git a/static/images/platgovnetsuite/change_management/change_request_lookup_customization.webp b/static/images/platgovnetsuite/change_management/change_request_lookup_customization.webp new file mode 100644 index 0000000000..8a7bd3b1a5 Binary files /dev/null and b/static/images/platgovnetsuite/change_management/change_request_lookup_customization.webp differ diff --git a/static/images/platgovnetsuite/clean_up/field_column_sort.png b/static/images/platgovnetsuite/clean_up/field_column_sort.png new file mode 100644 index 0000000000..23ddb65e6c Binary files /dev/null and b/static/images/platgovnetsuite/clean_up/field_column_sort.png differ diff --git a/static/images/platgovnetsuite/clean_up/update-field-description.png b/static/images/platgovnetsuite/clean_up/update-field-description.png new file mode 100644 index 0000000000..8f3ac93ac9 Binary files /dev/null and b/static/images/platgovnetsuite/clean_up/update-field-description.png differ