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Original file line number Diff line number Diff line change
Expand Up @@ -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:
Expand Down Expand Up @@ -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**
Expand Down
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Expand Up @@ -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.
Expand Down Expand Up @@ -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
Expand Down Expand Up @@ -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.
Expand Down
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Expand Up @@ -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)
Expand All @@ -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
Expand Down
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Expand Up @@ -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**<br />
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.
15 changes: 11 additions & 4 deletions docs/platgovnetsuite/what_is_a_spider.md
Original file line number Diff line number Diff line change
Expand Up @@ -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

Expand Down
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