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Go Live Frequently Asked Questions

The following are common questions after going live.

How To: Create a Change Request for Role Assignment

How To: Add New Customizations to a Change Request

How To: Search for Customizations

About: Prototype Customizations

About: Approval Overrides

Help: Change By Field Showing AutoSpider or Couldn't Be Determined

Help: New Script Deployments on Non-Compliant Changes Report

Help: Change Logs Attached to the Wrong Change Request

Help: Managed Bundle changes showing up as non-compliant changes?

Help: You don't have a Valid License Message

Create a Change Request for Role Assignment​

For a Role Assignment (or any role change), you create a Change Request:

  1. Open Strongpoint > Change Management Tools > ITGC Change Request > New
  2. Enter a Name and Change Overview.
  3. Click Lookup Customization
  4. Select User Role for Type and click Lookup
  5. Select one of more user roles.
  6. Click Add Selection Customization
  7. Click Pending Approval on the Approval Status bar.

After the Change Request is approved, you add the employee:

  1. In the NetSuite Search box, enter emp: and start typing the employee's name. Click Edit by the employee in the Search results.
  2. Click Edit on the Employee Record.
  3. Open the Access tab and assign the new role, or delete an existing role.
  4. Click Save.
  5. Open the Change Request you created for this role change.
  6. Click ReSpider Now. After the Spider is complete, you can review your change.
  7. Click Complete in the Change Request status after you verify your changes.

Add New Customizations to a Change Request​

Customizations can be added to any open Change Request. On the Change Request, click Lookup Customization to launch a window where you can search for customizations, or enter existing customizations in the Customizations field. The Proposed Customizations are for new customizations that don't exist in any account. Refer to Creating a Change Request for details.

Search for Customizations​

To access a customization quick search, open Strongpoint > Customizations > Customization Quick Search

You can search using several factors and submit. When looking up by Name, using Contains helps if you don't have the exact name.

custquicksearch

Prototype Customizations​

If a user creates a new customization without using a NetSuite prefix, the system flags it as a Prototype Customization. When you use Platform Governance for NetSuite to create your customizations, the prefix is added for you. An example is adding a new field to a form.

To fix this situation:

  1. Open the Change Request.

  2. If the ScriptID is correct, you can edit the Object and use Change ID to fix the object.

  3. If the ScriptID isn't correct:

    1. Return the Change Request to In Progress.
    2. Fix the identifier.
    3. Set the Change Request toPending Approval to restart the Approval process.

Approval Overrides​

Administrators can perform Approval Overrides on a Change Request.

  1. Open a Change Request that is Pending Approval.

  2. Click Edit.

  3. Select Approved from the Approval Status list.

    Change Status to Approved

The Status bar shows Approved (Override) and the Approval Override By field shows the administrator's name.

Change By Field Showing AutoSpider or Couldn't Be Determined​

If the AutoSpider isn't run, your Change Logs are missing the Changed by and Actual Change Date fields. When the Change Log is newly created, the fields contain Pending AutoSpider. If too many days go by, the fields change to Couldn't be determined.

Refer to Setting Up the AutoSpider and Alerts for details.

New Script Deployments on Non-Compliant Changes Report​

This situation occurs when you create a script through a Change Request, but don't include the Deployment Record on the Change Request. To properly add and deploy a script:

  1. Create the Change Request to add a new script.
  2. Create the script.
  3. Create a Deployment Record for the script.
  4. Add the Deployment Record to the Change Request.
  5. Deploy the script.

If your site uses Opportunistic Clearance, the deployment record is handled automatically. Review all implications of Opportunistic Clearance before enabling it for your account.

Change Logs Attached to the Wrong Change Request​

This situation occurs if you have multiple open Change Requests referencing the same customization. The Change Log is attached to the oldest open Change Request.

Best practice is to change the status of completed Change Requests to Complete.

Managed Bundle changes showing as non-compliant changes​

This situation is generally caused due to a time gap between Spider runs. Managed Bundles are evaluated after other changes. The Spider adds them to the non-compliant report the first time a Managed Bundle is encountered. When the Spider is next run, it knows about the Managed Bundle and removes it from the non-compliant report.

No action is required to fix this situation.

You don't have a Valid License Message​

If a user sees a License message, you need to grant them a license. Refer to the License Manager topic.