Skip to main content

Change Management Reports

To access change management reports:

Open Strongpoint > Change Management Reports and one of the available reports:

  • Policy Changes
  • Open Non-Compliant Changes
  • Resolved Non-Compliant Changes
  • Compliant Changes
  • Approval Override
  • Managed Bundle/App Updates
  • Platform Changes
  • Non-Material Changes
  • Deployed Changes
  • What Changed

Policy Changes​

This report displays policy changes. This is used by change managers to monitor policies.

The criteria for this report includes:

  • System Notes Type is Change

Open Non-Compliant Changes​

This report displays non-compliant changes that have not been resolved. This is used by change managers to track changes that require action.

The criteria for this report includes:

  • Non-Compliant Changes
  • Status - Not Closed
  • Manual changes and changes using a Bundle/App initiated by user

The criteria for this report excludes:

  • Non-material changes
  • Managed Bundle/App Changes

Resolved Non-Compliant Changes​

This report displays non-compliant changes that have been resolved. This is used by change managers and auditors to review non-complaint changes that have been resolved.

The criteria for this report includes:

  • Non-Compliant Changes
  • Status is Closed
  • Manual changes and changes using a Bundle/App initiated by user

The criteria for this report excludes:

  • Non-material changes
  • Managed Bundle/App Change

Compliant Changes​

This report displays changes that the system has automatically cleared as compliant. Compliant changes are automatically marked as closed. This is used by Change Managers and auditors to review changes that have been automatically cleared as compliant.

The criteria for this report includes:

  • Compliant Changes
  • Manual changes and changes using a Bundle/App initiated by user

The criteria for this report excludes:

  • Non-material changes
  • Managed Bundle/App Change

Approval Override​

This report displays changes with an Approval Override. This is used by Change Managers and auditors to review changes that have been approved outside of the specified approval process.

The criteria for this report includes:

  • System Notes: Context is UI
  • System Notes: Field is Approval Status
  • System Notes: New Value is Approved
  • Status Bar State: None or Approved(Override)

The criteria for this report excludes:

  • Managed Bundle/App Change

Managed Bundle/App Updates​

This report displays changes that have been initiated by managed or third-party Bundle or App updates.

  • Managed Bundle/Apps are pushed to target accounts by a third-party provider.

  • Third-Party Bundle/Apps are third-party products that can be updated on demand for target accounts. These components have the same change evaluation as managed bundle/apps. Unmanaged third-party bundles or apps must meet these conditions:

    1. Installed from a Production account.
    2. Have a valid Abstract Description.
    3. Have a valid Version Number.

The criteria for this report includes:

  • Compliant and Non-Compliant Changes
  • Only changes with objects associated with Managed Bundles

The criteria for this report excludes:

  • Non-material changes

Platform Changes​

This report displays platform changes to objects.

The criteria for this report includes:

  • Non-material platform changes

The criteria for this report excludes:

  • Non-material changes other than platform changes

Non-Material Changes​

This report displays changes to non-material objects. Non-Material Object Changes are changes detected in the object definition not caused by human intervention and do not have any functional impact. Examples include NetSuite internal IDs, object XML structure or JSON representation or reordering values in a list.

The criteria for this report includes:

  • Non-material changes

The criteria for this report excludes:

  • Non-material Platform changes

Here is the criteria for non-material changes:

  • System generated changes.
  • XML changes that do not directly affect the object definition. For example, Script Deployment where it shows all related scripts that are deployed to the same record.
  • Customization record changes that sets references to other customizations but there is no change in actual record definition. For example, the list customization is added as dependency to the field customization.
  • When the Internal Id changes for a Script Deployment that belongs to a Bundle with Update Deployment settings which deletes the original deployment and creates a new deployment record on bundle updates. This Internal Id change is flagged as non-material because a deletion log is created.
  • Initial setting of Bundle Id to a customization record because some customizations (for example, custom record field) do not have the bundle information within their metadata.
  • Scripting/Workflow to Field Update when a script/workflow is added as reference in the field customization record. The valid change is documented on the Script or Workflow instead of the field.
  • Change log is flagged as duplicate after confirming the actual change date and changed by for that customization already exists. Duplicates can occur as changes are captured from different sources such as object metadata, audit trail, history, and system notes
  • Create logs of customization where duplicated customizations (same type, name, scriptid, and name).
  • Script File Date has changed because of bundle update but there is no change found in the file contents and hash.

Deployed Changes​

This report displays the deployed changes.

The criteria for this report includes:

  • Non-material changes

The criteria for this report excludes:

  • Non-compliance changes
  • Managed Bundle/App Update

What Changed​

This report is used by Change Managers to view a complete listing of all changes in the system excluding non-material changes.

The criteria for this report includes:

  • Compliant and Non-Compliant Changes
  • User driven and managed Bundle/App initiated changes

The criteria for this report excludes:

  • Non-material changes