From bb2d556a0a26b9435ab1e4f0560fffb1b50b6b6a Mon Sep 17 00:00:00 2001 From: Shannon Kelley Date: Fri, 11 Jul 2025 15:39:35 -0600 Subject: [PATCH] PG for NetSuite Sidebar cleanup --- docs/platgovnetsuite/agent/_category_.json | 2 +- .../bundleremoval/_category_.json | 2 +- .../changemanagement/_category_.json | 2 +- docs/platgovnetsuite/cleanup/_category_.json | 2 +- .../customization/_category_.json | 2 +- .../standard_field_impact_analysis.md | 9 ++ docs/platgovnetsuite/index.md | 101 +++++++++++++++++- .../installation/_category_.json | 2 +- .../{welcome => }/navigating_strongpoint.md | 2 +- .../reportabug/_category_.json | 2 +- .../reportabug/creating_debugging_logs.md | 9 ++ .../reportabug/report_a_bug.md | 2 +- docs/platgovnetsuite/sod/_category_.json | 2 +- .../process_issues.md} | 6 +- docs/platgovnetsuite/tools/_category_.json | 2 +- .../tools/running_the_spider.md | 9 ++ .../{welcome => uar}/_category_.json | 6 +- .../{welcome => uar}/access_app.md | 4 +- .../addrevieweroverview/_category_.json | 0 .../add_reviewer_membership_reviews.md | 0 .../add_reviewer_overview.md | 6 +- .../add_reviewer_uar_list.md | 8 +- .../uar/addrevieweroverview/uar_history.md | 9 ++ .../adminoverview/_category_.json | 0 .../adminoverview/admin_overview.md | 6 +- .../adminoverview/admin_owner_list.md | 2 +- .../admin_pending_assignments.md | 2 +- .../adminoverview/admin_uar_list.md | 10 +- .../adminoverview/changing_review_status.md | 0 .../adminoverview/owner_membership_reviews.md | 0 .../adminoverview/owner_permission_reviews.md | 2 +- .../adminoverview/uar_history.md | 2 +- .../auditoroverview/_category_.json | 0 .../auditoroverview/auditor_overview.md | 6 +- .../uar/auditoroverview/owner_uar_list.md | 9 ++ .../uar/auditoroverview/uar_history.md | 9 ++ .../{welcome => uar}/install_app.md | 0 .../owneroverview/_category_.json | 0 .../owneroverview/owner_membership_reviews.md | 9 ++ .../owneroverview/owner_overview.md | 10 +- .../owneroverview/owner_permission_reviews.md | 9 ++ .../owneroverview/owner_uar_list.md | 16 +-- .../owneroverview/owner_uar_roles.md | 0 .../uar/owneroverview/uar_history.md | 9 ++ .../welcome_1.md => uar/uar_overview.md} | 2 +- .../usingprocessissues/_category_.json | 10 -- docs/platgovnetsuite/welcome/welcome.md | 99 ----------------- .../what_does_strongpoint_document.md | 2 +- .../{welcome => }/what_is_a_spider.md | 2 +- .../platgovnetsuite/{welcome => }/whatsnew.md | 2 +- 50 files changed, 239 insertions(+), 168 deletions(-) create mode 100644 docs/platgovnetsuite/customization/standard_field_impact_analysis.md rename docs/platgovnetsuite/{welcome => }/navigating_strongpoint.md (99%) create mode 100644 docs/platgovnetsuite/reportabug/creating_debugging_logs.md rename docs/platgovnetsuite/{usingprocessissues/using_process_issues.md => ticketingintegrations/process_issues.md} (98%) create mode 100644 docs/platgovnetsuite/tools/running_the_spider.md rename docs/platgovnetsuite/{welcome => uar}/_category_.json (51%) rename docs/platgovnetsuite/{welcome => uar}/access_app.md (88%) rename docs/platgovnetsuite/{welcome => uar}/addrevieweroverview/_category_.json (100%) rename docs/platgovnetsuite/{welcome => uar}/addrevieweroverview/add_reviewer_membership_reviews.md (100%) rename docs/platgovnetsuite/{welcome => uar}/addrevieweroverview/add_reviewer_overview.md (88%) rename docs/platgovnetsuite/{welcome => uar}/addrevieweroverview/add_reviewer_uar_list.md (93%) create mode 100644 docs/platgovnetsuite/uar/addrevieweroverview/uar_history.md rename docs/platgovnetsuite/{welcome => uar}/adminoverview/_category_.json (100%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/admin_overview.md (88%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/admin_owner_list.md (98%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/admin_pending_assignments.md (97%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/admin_uar_list.md (95%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/changing_review_status.md (100%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/owner_membership_reviews.md (100%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/owner_permission_reviews.md (98%) rename docs/platgovnetsuite/{welcome => uar}/adminoverview/uar_history.md (89%) rename docs/platgovnetsuite/{welcome => uar}/auditoroverview/_category_.json (100%) rename docs/platgovnetsuite/{welcome => uar}/auditoroverview/auditor_overview.md (81%) create mode 100644 docs/platgovnetsuite/uar/auditoroverview/owner_uar_list.md create mode 100644 docs/platgovnetsuite/uar/auditoroverview/uar_history.md rename docs/platgovnetsuite/{welcome => uar}/install_app.md (100%) rename docs/platgovnetsuite/{welcome => uar}/owneroverview/_category_.json (100%) create mode 100644 docs/platgovnetsuite/uar/owneroverview/owner_membership_reviews.md rename docs/platgovnetsuite/{welcome => uar}/owneroverview/owner_overview.md (84%) create mode 100644 docs/platgovnetsuite/uar/owneroverview/owner_permission_reviews.md rename docs/platgovnetsuite/{welcome => uar}/owneroverview/owner_uar_list.md (88%) rename docs/platgovnetsuite/{welcome => uar}/owneroverview/owner_uar_roles.md (100%) create mode 100644 docs/platgovnetsuite/uar/owneroverview/uar_history.md rename docs/platgovnetsuite/{welcome/welcome_1.md => uar/uar_overview.md} (98%) delete mode 100644 docs/platgovnetsuite/usingprocessissues/_category_.json delete mode 100644 docs/platgovnetsuite/welcome/welcome.md rename docs/platgovnetsuite/{welcome => }/what_does_strongpoint_document.md (99%) rename docs/platgovnetsuite/{welcome => }/what_is_a_spider.md (99%) rename docs/platgovnetsuite/{welcome => }/whatsnew.md (99%) diff --git a/docs/platgovnetsuite/agent/_category_.json b/docs/platgovnetsuite/agent/_category_.json index 47421dbda3..f301b27344 100644 --- a/docs/platgovnetsuite/agent/_category_.json +++ b/docs/platgovnetsuite/agent/_category_.json @@ -1,5 +1,5 @@ { - "label": "Agent Overview", + "label": "Financial Controls", "position": 130, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/bundleremoval/_category_.json b/docs/platgovnetsuite/bundleremoval/_category_.json index 20480dd4bd..fd002af51d 100644 --- a/docs/platgovnetsuite/bundleremoval/_category_.json +++ b/docs/platgovnetsuite/bundleremoval/_category_.json @@ -1,5 +1,5 @@ { - "label": "Bundle Removal Overview", + "label": "Bundle Removal", "position": 80, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/changemanagement/_category_.json b/docs/platgovnetsuite/changemanagement/_category_.json index 41db8404f8..d185854a90 100644 --- a/docs/platgovnetsuite/changemanagement/_category_.json +++ b/docs/platgovnetsuite/changemanagement/_category_.json @@ -1,5 +1,5 @@ { - "label": "Change Management Overview", + "label": "Change Management", "position": 100, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/cleanup/_category_.json b/docs/platgovnetsuite/cleanup/_category_.json index b0fee82dc7..97cef0bfe0 100644 --- a/docs/platgovnetsuite/cleanup/_category_.json +++ b/docs/platgovnetsuite/cleanup/_category_.json @@ -1,5 +1,5 @@ { - "label": "Clean Up Overview", + "label": "Clean Up", "position": 50, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/customization/_category_.json b/docs/platgovnetsuite/customization/_category_.json index dff80d4dd4..b958df48ea 100644 --- a/docs/platgovnetsuite/customization/_category_.json +++ b/docs/platgovnetsuite/customization/_category_.json @@ -1,5 +1,5 @@ { - "label": "Customizations Overview", + "label": "Customizations", "position": 40, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/customization/standard_field_impact_analysis.md b/docs/platgovnetsuite/customization/standard_field_impact_analysis.md new file mode 100644 index 0000000000..5296b6cdad --- /dev/null +++ b/docs/platgovnetsuite/customization/standard_field_impact_analysis.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 30 +title: Standard Field Impact Analysis +hide_title: true +--- + +import ImpactAnalysis from '/docs/platgovnetsuite/tools/standard_field_impact_analysis.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/index.md b/docs/platgovnetsuite/index.md index cdfb8eedc9..170a462623 100644 --- a/docs/platgovnetsuite/index.md +++ b/docs/platgovnetsuite/index.md @@ -1 +1,100 @@ -# Strongpoint for NetSuite +--- +title: "Welcome" +description: "Welcome" +sidebar_label: Netwrix Platform Governance for NetSuite +sidebar_position: 10 +--- + +# Welcome + +Platform Governance for NetSuite is a SuiteApp integrated into the NetSuite backend keeping all your +data within your NetSuite account. Your documentation is automatically maintained so it is always up +to date. + +By implementing Platform Governance for NetSuite you can: + +- Automatically catalog all custom fields, scripts, forms, searches, records and workflows. +- Visually browse standard and custom fields, lists and records to find all related scripts, + searches, users and departments. +- Capture and search script comments and identify poorly commented code. +- Automatically track changes to your customizations using the change logs, so you can see what + customizations were changed, how they were changed, when they were changed and who changed them. + +Check out Netwrix University for helpful tutorials. +[Sign in to your Netwrix account](https://www.netwrix.com/my_training.html) to access the tutorials. + +## Installation and Initial Scan + +Once you install Platform Governance for NetSuite, you simply click the **Start Spider** button and +your customizations are documented over the course of 4-5 days with minimal impact on system +performance. Once completed, you have a searchable database of all your customizations. + +## Documentation and Optimization + +After installation, it takes 4-5 days to document your customizations and approximately 3 weeks to +have your account both fully documented and optimized. + +### Clean Up + +Use the end to end documentation of custom objects and our Clean Up Tools to: + +- Identify unused fields, searches and other custom objects. +- Quickly identify dependencies to reduce the risk of breaking things in your account (i.e. see if a + search is being used in a script or workflow). +- Use Change Requests to keep your changes organized and capture approvals. + +### Script Management + +Critical Script Analysis enables you to determine how healthy your scripts are and what areas you +can fix to improve your account. With our tools and the Critical Script Analysis methodology you +can: + +- Identify high priority scripts based on usage. +- Identify people and departments triggering scripts to focus on scripts that could be + inappropriately triggered. +- Understand script execution times. + +## Intelligent Change Management + +Platform Governance for NetSuite is the only application for NetSuite that enables end to end change +management and compliance. This process can be achieved effectively in only 5 weeks after install. + +By implementing Platform Governance for NetSuite you give your customers the ability to: + +- Track all changes to custom objects in NetSuite. +- Automatically be alerted to non-compliant changes. +- Set compliance requirements by risks based on System Complexity and Processes that are then + automatically tracked. +- Manage changes right in NetSuite by using the Change Request. +- Use automated impact analysis to identify the risks associated with changing custom objects. +- Use test records to manage tests in a central repository linked to the customization records. + +## Enterprise Compliance + +Once Intelligent Change Management is complete, it only takes between 3 to 4 weeks to achieve +Enterprise Compliance. + +### Environment Comparison + +The Environment Management Module enables NetSuite customers and consultants to quickly and +accurately identify differences between any two NetSuite accounts that havePlatform Governance for +NetSuite Intelligent Change Management installed. Since both accounts have Platform Governance for +NetSuite documentation in place, the tool can quickly and easily compare them. It is principally +used in four scenarios: + +1. Sandbox Refreshes +2. Migrating Customizations Between Developer and Sandbox Accounts +3. User Acceptance Testing (UAT) and Performance Testing Environment Validation +4. Deploying Changes to Production + +### Automated Audit + +Agent automates IT and financial controls and critical change practices to ensure configuration and +master data are compliant. It can: + +- Check for process problems regularly without user event scripts. +- Automatically generate and assign tasks, cases or process issues for each detected problem. +- Automatically alert key stakeholders. +- Log control violations for clearance. +- Store relevant data as a CSV to create a snapshot for compliance or troubleshooting purposes. +- Block unauthorized changes to critical records and fields (requires Advanced Change Management). diff --git a/docs/platgovnetsuite/installation/_category_.json b/docs/platgovnetsuite/installation/_category_.json index 01901be930..3eb19dd6eb 100644 --- a/docs/platgovnetsuite/installation/_category_.json +++ b/docs/platgovnetsuite/installation/_category_.json @@ -1,5 +1,5 @@ { - "label": "Installation Overview", + "label": "Installation", "position": 20, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/welcome/navigating_strongpoint.md b/docs/platgovnetsuite/navigating_strongpoint.md similarity index 99% rename from docs/platgovnetsuite/welcome/navigating_strongpoint.md rename to docs/platgovnetsuite/navigating_strongpoint.md index be4b96ce3e..e700a2360b 100644 --- a/docs/platgovnetsuite/welcome/navigating_strongpoint.md +++ b/docs/platgovnetsuite/navigating_strongpoint.md @@ -1,7 +1,7 @@ --- title: "Navigation" description: "Navigation" -sidebar_position: 40 +sidebar_position: 18 --- # Navigation diff --git a/docs/platgovnetsuite/reportabug/_category_.json b/docs/platgovnetsuite/reportabug/_category_.json index f3b7351669..110fd98a7d 100644 --- a/docs/platgovnetsuite/reportabug/_category_.json +++ b/docs/platgovnetsuite/reportabug/_category_.json @@ -1,5 +1,5 @@ { - "label": "Contact Support", + "label": "Troubleshooting", "position": 180, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/reportabug/creating_debugging_logs.md b/docs/platgovnetsuite/reportabug/creating_debugging_logs.md new file mode 100644 index 0000000000..89543415ec --- /dev/null +++ b/docs/platgovnetsuite/reportabug/creating_debugging_logs.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 10 +title: Create Debugging Logs +hide_title: true +--- + +import DebugLog from '/docs/platgovnetsuite/scriptmgmt/creating_debugging_logs.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/reportabug/report_a_bug.md b/docs/platgovnetsuite/reportabug/report_a_bug.md index 3b7285213f..86040dbe3d 100644 --- a/docs/platgovnetsuite/reportabug/report_a_bug.md +++ b/docs/platgovnetsuite/reportabug/report_a_bug.md @@ -20,7 +20,7 @@ NetSuite to make it easy to access the Netwrix support site at [https://www.netwrix.com/support.html](https://www.netwrix.com/support.html) - Click **Submit a Support Case** from the - [Strongpoint Overview Dashboard](/docs/platgovnetsuite/welcome/navigating_strongpoint.md) in your Production or Sandbox + [Strongpoint Overview Dashboard](/docs/platgovnetsuite/navigating_strongpoint.md) in your Production or Sandbox accounts. - Open **Strongpoint** > **Strongpoint Support** > **Contact Support** to open the Netwrix Support site. diff --git a/docs/platgovnetsuite/sod/_category_.json b/docs/platgovnetsuite/sod/_category_.json index d3c1a3ffd4..0a83fe1a4a 100644 --- a/docs/platgovnetsuite/sod/_category_.json +++ b/docs/platgovnetsuite/sod/_category_.json @@ -1,5 +1,5 @@ { - "label": "SoD Overview", + "label": "Segregation of Duties (SoD)", "position": 170, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/usingprocessissues/using_process_issues.md b/docs/platgovnetsuite/ticketingintegrations/process_issues.md similarity index 98% rename from docs/platgovnetsuite/usingprocessissues/using_process_issues.md rename to docs/platgovnetsuite/ticketingintegrations/process_issues.md index 2c7ddaba83..fd45638b43 100644 --- a/docs/platgovnetsuite/usingprocessissues/using_process_issues.md +++ b/docs/platgovnetsuite/ticketingintegrations/process_issues.md @@ -1,7 +1,7 @@ --- -title: "Using Process Issues" -description: "Using Process Issues" -sidebar_position: 10 +title: "Process Issues" +description: "Process Issues" +sidebar_position: 5 --- # Using Process Issues diff --git a/docs/platgovnetsuite/tools/_category_.json b/docs/platgovnetsuite/tools/_category_.json index 90ac653000..87873eed5c 100644 --- a/docs/platgovnetsuite/tools/_category_.json +++ b/docs/platgovnetsuite/tools/_category_.json @@ -1,5 +1,5 @@ { - "label": "Tools Overview", + "label": "Tools", "position": 30, "collapsed": true, "collapsible": true, diff --git a/docs/platgovnetsuite/tools/running_the_spider.md b/docs/platgovnetsuite/tools/running_the_spider.md new file mode 100644 index 0000000000..3fb394820c --- /dev/null +++ b/docs/platgovnetsuite/tools/running_the_spider.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 10 +title: Strongpoint Spider +hide_title: true +--- + +import RunningSpider from '/docs/platgovnetsuite/installation/running_the_spider.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/_category_.json b/docs/platgovnetsuite/uar/_category_.json similarity index 51% rename from docs/platgovnetsuite/welcome/_category_.json rename to docs/platgovnetsuite/uar/_category_.json index f4fec08824..6bea294e1f 100644 --- a/docs/platgovnetsuite/welcome/_category_.json +++ b/docs/platgovnetsuite/uar/_category_.json @@ -1,10 +1,10 @@ { - "label": "Welcome", - "position": 10, + "label": "User Access Review", + "position": 110, "collapsed": true, "collapsible": true, "link": { "type": "doc", - "id": "welcome" + "id": "uar_overview" } } \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/access_app.md b/docs/platgovnetsuite/uar/access_app.md similarity index 88% rename from docs/platgovnetsuite/welcome/access_app.md rename to docs/platgovnetsuite/uar/access_app.md index c2b12fb791..b78f219fe4 100644 --- a/docs/platgovnetsuite/welcome/access_app.md +++ b/docs/platgovnetsuite/uar/access_app.md @@ -6,11 +6,11 @@ sidebar_position: 20 # Accessing User Access Review -The User Access Review bundle must be [installed](/docs/platgovnetsuite/welcome/install_app.md), and users must have NetSuite +The User Access Review bundle must be [installed](/docs/platgovnetsuite/uar/install_app.md), and users must have NetSuite accounts and a UAR license to access User Access Review. **User Access Review** is available on the NetSuite menu bar if you have a -[license](/docs/platgovnetsuite/welcome/install_app.md). If it is not on your menu, contact your Netwrix or NetSuite +[license](/docs/platgovnetsuite/uar/install_app.md). If it is not on your menu, contact your Netwrix or NetSuite administrator. ![User Access Review menu](/img/product_docs/platgovnetsuite/uar/uar_menu.webp) diff --git a/docs/platgovnetsuite/welcome/addrevieweroverview/_category_.json b/docs/platgovnetsuite/uar/addrevieweroverview/_category_.json similarity index 100% rename from docs/platgovnetsuite/welcome/addrevieweroverview/_category_.json rename to docs/platgovnetsuite/uar/addrevieweroverview/_category_.json diff --git a/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_membership_reviews.md b/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_membership_reviews.md similarity index 100% rename from docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_membership_reviews.md rename to docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_membership_reviews.md diff --git a/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_overview.md b/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_overview.md similarity index 88% rename from docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_overview.md rename to docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_overview.md index 76162fa2c5..ad5ccb875f 100644 --- a/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_overview.md +++ b/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_overview.md @@ -8,7 +8,7 @@ sidebar_position: 50 Additional Reviewers are assigned by the UAR owners to perform reviews. Additional Reviewers are notified with an email message when a new review has been assigned. You can click one of the links -in the email, or login to NetSuite and open [User Access Review](/docs/platgovnetsuite/welcome/access_app.md) to access the +in the email, or login to NetSuite and open [User Access Review](/docs/platgovnetsuite/uar/access_app.md) to access the dashboard. 1. Open **User Access Review** from NetSuite. @@ -21,8 +21,8 @@ Here is an example additional reviewer dashboard showing new assignments. ## Dashboard Controls - **Home** icon is your dashboard overview, and the default display when you log in. -- **UAR List** is your **[User Access Reviews List](/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_uar_list.md)**. -- **UAR History** is your **[User Access Reviews History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md)**. +- **UAR List** is your **[User Access Reviews List](/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_uar_list.md)**. +- **UAR History** is your **[User Access Reviews History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md)**. - **User Access Reviews** shortcut shows the number of open reviews. Opens your **User Access Reviews List**. - **Notifications** is a list of your assignment notifications and reminders: diff --git a/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_uar_list.md b/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_uar_list.md similarity index 93% rename from docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_uar_list.md rename to docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_uar_list.md index 8a726abb8e..a34dbd0ccb 100644 --- a/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_uar_list.md +++ b/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_uar_list.md @@ -36,8 +36,8 @@ Use **Clear** to reset the Filters. ## UAR List - **Name** is a link. For a **global** review, the link opens the Review list showing all of the - associated reviews. For a **single** review the [Membership](/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_membership_reviews.md) - or [Permission ](/docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md)**Review** tab is opened. Reviews can + associated reviews. For a **single** review the [Membership](/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_membership_reviews.md) + or [Permission ](/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md)**Review** tab is opened. Reviews can also be opened via links in dashboard or email **Notifications**. - **Number of Reviews** (global) is the number of single reviews in the global review. - **Review Type** is the type of review. Global can be **Both**, **Membership**, or **Permission**. @@ -75,7 +75,7 @@ showing all of the single reviews associated with the global review. details for the reviews. - **Extract Permission Detail**creates a CSV file (_Permission_Report.csv_) of the permission details for the reviews. -- **Review Name** is a link to the [Membership](/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_membership_reviews.md) **Review** tab. +- **Review Name** is a link to the [Membership](/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_membership_reviews.md) **Review** tab. Reviews can also be opened via links in dashboard or email **Notifications**. - **Role Name** the role being reviewed. - **Review Type** is the type of review: **Membership** or **Permission**. The review type is set @@ -102,4 +102,4 @@ showing all of the single reviews associated with the global review. - **Complete Date** the date the review was completed. Continue with the procedures to complete your Additional Reviewer -[Membership](/docs/platgovnetsuite/welcome/addrevieweroverview/add_reviewer_membership_reviews.md) reviews. +[Membership](/docs/platgovnetsuite/uar/addrevieweroverview/add_reviewer_membership_reviews.md) reviews. diff --git a/docs/platgovnetsuite/uar/addrevieweroverview/uar_history.md b/docs/platgovnetsuite/uar/addrevieweroverview/uar_history.md new file mode 100644 index 0000000000..45acdf9f90 --- /dev/null +++ b/docs/platgovnetsuite/uar/addrevieweroverview/uar_history.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 30 +title: UAR History +hide_title: true +--- + +import UARHistory from '/docs/platgovnetsuite/uar/adminoverview/uar_history.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/adminoverview/_category_.json b/docs/platgovnetsuite/uar/adminoverview/_category_.json similarity index 100% rename from docs/platgovnetsuite/welcome/adminoverview/_category_.json rename to docs/platgovnetsuite/uar/adminoverview/_category_.json diff --git a/docs/platgovnetsuite/welcome/adminoverview/admin_overview.md b/docs/platgovnetsuite/uar/adminoverview/admin_overview.md similarity index 88% rename from docs/platgovnetsuite/welcome/adminoverview/admin_overview.md rename to docs/platgovnetsuite/uar/adminoverview/admin_overview.md index b41f9effc4..69e0af4fd7 100644 --- a/docs/platgovnetsuite/welcome/adminoverview/admin_overview.md +++ b/docs/platgovnetsuite/uar/adminoverview/admin_overview.md @@ -7,7 +7,7 @@ sidebar_position: 30 # UAR Admin **UAR Admin**manages the UAR process. Administrators login to NetSuite and open -[User Access Review](/docs/platgovnetsuite/welcome/access_app.md) to access the dashboard. UAR administrators can: +[User Access Review](/docs/platgovnetsuite/uar/access_app.md) to access the dashboard. UAR administrators can: - Assign owners to a role - Create Reviews to a Role @@ -22,8 +22,8 @@ Here is an example of the Admin dashboard displayed when you log in: - **Home** icon is your dashboard overview, and the default display when you log in. - **Owner List** displays all reviews with an assigned owner. - **Pending Role Assignments** displays all reviews without an assigned owner. -- **UAR List** is your **[User Access Reviews List](/docs/platgovnetsuite/welcome/owneroverview/owner_uar_list.md)**. -- **UAR History** is your **[User Access Reviews History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md)**. +- **UAR List** is your **[User Access Reviews List](/docs/platgovnetsuite/uar/owneroverview/owner_uar_list.md)**. +- **UAR History** is your **[User Access Reviews History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md)**. - **Open Global Reviews** shortcut shows the number of open reviews. Opens your **User Access Reviews List**. - **Pending Role Assignments** shortcut shows the number of roles without review owners. Opens your diff --git a/docs/platgovnetsuite/welcome/adminoverview/admin_owner_list.md b/docs/platgovnetsuite/uar/adminoverview/admin_owner_list.md similarity index 98% rename from docs/platgovnetsuite/welcome/adminoverview/admin_owner_list.md rename to docs/platgovnetsuite/uar/adminoverview/admin_owner_list.md index bfa912493c..084eca6fea 100644 --- a/docs/platgovnetsuite/welcome/adminoverview/admin_owner_list.md +++ b/docs/platgovnetsuite/uar/adminoverview/admin_owner_list.md @@ -7,7 +7,7 @@ sidebar_position: 10 # Owner List Access your **Owner List** from your menu bar. This is where Administrators can add or remove owners -from reviews. All changes are captured in the [UAR History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md). +from reviews. All changes are captured in the [UAR History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md). Auditors can view the Owner list and Owner notes, but cannot add or remove owners. diff --git a/docs/platgovnetsuite/welcome/adminoverview/admin_pending_assignments.md b/docs/platgovnetsuite/uar/adminoverview/admin_pending_assignments.md similarity index 97% rename from docs/platgovnetsuite/welcome/adminoverview/admin_pending_assignments.md rename to docs/platgovnetsuite/uar/adminoverview/admin_pending_assignments.md index e3b58441ff..e37bedc0df 100644 --- a/docs/platgovnetsuite/welcome/adminoverview/admin_pending_assignments.md +++ b/docs/platgovnetsuite/uar/adminoverview/admin_pending_assignments.md @@ -8,7 +8,7 @@ sidebar_position: 20 This view makes it easy to identify roles without owners, and facilitates adding owners. Access your **Pending Role Assignments** from your menu bar. All changes are captured in the -[UAR History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md). +[UAR History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md). Here is an example of the **Pending Role Assignments**: diff --git a/docs/platgovnetsuite/welcome/adminoverview/admin_uar_list.md b/docs/platgovnetsuite/uar/adminoverview/admin_uar_list.md similarity index 95% rename from docs/platgovnetsuite/welcome/adminoverview/admin_uar_list.md rename to docs/platgovnetsuite/uar/adminoverview/admin_uar_list.md index 5dfab0709a..8a5cdcb368 100644 --- a/docs/platgovnetsuite/welcome/adminoverview/admin_uar_list.md +++ b/docs/platgovnetsuite/uar/adminoverview/admin_uar_list.md @@ -9,7 +9,7 @@ sidebar_position: 30 Access your owner User Access Reviews List from **UAR List** in your menu bar, or one of the review shortcuts. Your UAR List displays either the list of Global Reviews or Single Reviews. The view is controlled with the **Sort By** selection in the Filters section. All changes are captured in the -[UAR History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md). +[UAR History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md). Here is an example of the **Global** review list: @@ -99,7 +99,7 @@ Use **Clear** to reset the Filters. 8. Assign a **Review Name**. This is only available if you are creating a new **Global** review. 9. Click **Create**. -Owners are assigned on the administrator's [Owner's List](/docs/platgovnetsuite/welcome/adminoverview/admin_owner_list.md), available on your +Owners are assigned on the administrator's [Owner's List](/docs/platgovnetsuite/uar/adminoverview/admin_owner_list.md), available on your menu. ### Cancel a Review @@ -163,8 +163,8 @@ There are various actions you can perform from this list: details for the reviews. - **Extract Permission Detail**creates a CSV file (_Permission_Report.csv_) of the permission details for the reviews. -- **Review Name** is a link to the [Membership](/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md) or - [Permission ](/docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md)**Review** tab. Reviews can also be opened +- **Review Name** is a link to the [Membership](/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md) or + [Permission ](/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md)**Review** tab. Reviews can also be opened via links in dashboard or email **Notifications**. The Review tab and Review notes tab is the - **Role Name** the role being reviewed. - **Review Type** is the type of review: **Membership** or **Permission**. The review type is set @@ -176,7 +176,7 @@ There are various actions you can perform from this list: - **Not Started** Email notification has been sent, review has not been started. - **In Progress** Review has been started. - **Additional Reviewer** Review has been assigned to an - [additional reviewer](/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md). + [additional reviewer](/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md). - **Change Request** Change request has been created. The **Change Request ID** is added to the row. The link opens the Change Request. **CR Rejected**, **CR Cancelled**, and **CR Complete** are the other Change Request status values. diff --git a/docs/platgovnetsuite/welcome/adminoverview/changing_review_status.md b/docs/platgovnetsuite/uar/adminoverview/changing_review_status.md similarity index 100% rename from docs/platgovnetsuite/welcome/adminoverview/changing_review_status.md rename to docs/platgovnetsuite/uar/adminoverview/changing_review_status.md diff --git a/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md b/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md similarity index 100% rename from docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md rename to docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md diff --git a/docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md b/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md similarity index 98% rename from docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md rename to docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md index 909428930b..dced71cfa3 100644 --- a/docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md +++ b/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md @@ -115,7 +115,7 @@ be made. ![Permission review complete when all rows are complete](/img/product_docs/platgovnetsuite/uar/uar_owner/permission_review_complete.webp) When you click **Complete Review**, the review status is updated to **Complete**, and the review is -added to the [UAR History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md). +added to the [UAR History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md). ## Review Notes diff --git a/docs/platgovnetsuite/welcome/adminoverview/uar_history.md b/docs/platgovnetsuite/uar/adminoverview/uar_history.md similarity index 89% rename from docs/platgovnetsuite/welcome/adminoverview/uar_history.md rename to docs/platgovnetsuite/uar/adminoverview/uar_history.md index 271c65518a..cd30903f65 100644 --- a/docs/platgovnetsuite/welcome/adminoverview/uar_history.md +++ b/docs/platgovnetsuite/uar/adminoverview/uar_history.md @@ -9,7 +9,7 @@ sidebar_position: 60 When reviews are complete, they are added to the **UAR History**. Click **UAR History** in your menu bar to access the list. Completed reviews cannot be modified. You can use **Filters** to narrow down your list. Additional reporting for extracting permission and membership data is available from the -[administrator](/docs/platgovnetsuite/welcome/adminoverview/admin_uar_list.md) and [owner](/docs/platgovnetsuite/welcome/owneroverview/owner_uar_list.md) Review lists. +[administrator](/docs/platgovnetsuite/uar/adminoverview/admin_uar_list.md) and [owner](/docs/platgovnetsuite/uar/owneroverview/owner_uar_list.md) Review lists. UAR Administrators and Auditors see all completed reviews. Owners see their assigned, completed reviews. diff --git a/docs/platgovnetsuite/welcome/auditoroverview/_category_.json b/docs/platgovnetsuite/uar/auditoroverview/_category_.json similarity index 100% rename from docs/platgovnetsuite/welcome/auditoroverview/_category_.json rename to docs/platgovnetsuite/uar/auditoroverview/_category_.json diff --git a/docs/platgovnetsuite/welcome/auditoroverview/auditor_overview.md b/docs/platgovnetsuite/uar/auditoroverview/auditor_overview.md similarity index 81% rename from docs/platgovnetsuite/welcome/auditoroverview/auditor_overview.md rename to docs/platgovnetsuite/uar/auditoroverview/auditor_overview.md index 8feb818ddf..8fb1bb0771 100644 --- a/docs/platgovnetsuite/welcome/auditoroverview/auditor_overview.md +++ b/docs/platgovnetsuite/uar/auditoroverview/auditor_overview.md @@ -7,7 +7,7 @@ sidebar_position: 60 # UAR Auditor Auditors have view only access to specific UAR data. Auditors login to NetSuite and open -[User Access Review](/docs/platgovnetsuite/welcome/access_app.md) to access the dashboard. +[User Access Review](/docs/platgovnetsuite/uar/access_app.md) to access the dashboard. 1. Open **User Access Review** from NetSuite. 2. Click **UAR Auditor** to log in. Your auditor dashboard is displayed. @@ -21,8 +21,8 @@ Here is an example auditor dashboard showing new assignments. - **Home** icon is your dashboard overview, and the default display when you log in. - **Owner List** displays all reviews with an assigned owner. Option to view reviews with no assigned owner. Details are available on the **Owner Notes** tab. This is a read-only view of the - Administrator's [Owner List](/docs/platgovnetsuite/welcome/adminoverview/admin_owner_list.md). -- **Global Access Reviews History** is the **[User Access Reviews History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md)**. + Administrator's [Owner List](/docs/platgovnetsuite/uar/adminoverview/admin_owner_list.md). +- **Global Access Reviews History** is the **[User Access Reviews History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md)**. - **Role Provisioning Reviews** is a list of all Role provisioning reviews. There is a tab to toggle to the **Role Deprovisioning Reviews**. - **Role Deprovisioning Reviews** is a list of all Role deprovisioning reviews. There is a tab to diff --git a/docs/platgovnetsuite/uar/auditoroverview/owner_uar_list.md b/docs/platgovnetsuite/uar/auditoroverview/owner_uar_list.md new file mode 100644 index 0000000000..86be5b5ea8 --- /dev/null +++ b/docs/platgovnetsuite/uar/auditoroverview/owner_uar_list.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 20 +title: Owner List +hide_title: true +--- + +import OwnerList from '/docs/platgovnetsuite/uar/adminoverview/admin_owner_list.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/uar/auditoroverview/uar_history.md b/docs/platgovnetsuite/uar/auditoroverview/uar_history.md new file mode 100644 index 0000000000..831ae30b09 --- /dev/null +++ b/docs/platgovnetsuite/uar/auditoroverview/uar_history.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 20 +title: UAR History +hide_title: true +--- + +import UARHistory from '/docs/platgovnetsuite/uar/adminoverview/uar_history.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/install_app.md b/docs/platgovnetsuite/uar/install_app.md similarity index 100% rename from docs/platgovnetsuite/welcome/install_app.md rename to docs/platgovnetsuite/uar/install_app.md diff --git a/docs/platgovnetsuite/welcome/owneroverview/_category_.json b/docs/platgovnetsuite/uar/owneroverview/_category_.json similarity index 100% rename from docs/platgovnetsuite/welcome/owneroverview/_category_.json rename to docs/platgovnetsuite/uar/owneroverview/_category_.json diff --git a/docs/platgovnetsuite/uar/owneroverview/owner_membership_reviews.md b/docs/platgovnetsuite/uar/owneroverview/owner_membership_reviews.md new file mode 100644 index 0000000000..e91bace372 --- /dev/null +++ b/docs/platgovnetsuite/uar/owneroverview/owner_membership_reviews.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 20 +title: Membership Review +hide_title: true +--- + +import MembershipReviews from '/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/owneroverview/owner_overview.md b/docs/platgovnetsuite/uar/owneroverview/owner_overview.md similarity index 84% rename from docs/platgovnetsuite/welcome/owneroverview/owner_overview.md rename to docs/platgovnetsuite/uar/owneroverview/owner_overview.md index fd43eaac7d..ed61fa1657 100644 --- a/docs/platgovnetsuite/welcome/owneroverview/owner_overview.md +++ b/docs/platgovnetsuite/uar/owneroverview/owner_overview.md @@ -12,11 +12,11 @@ they are appropriate: - **Role Permission Review**: Review Permissions and Permission Levels granted within the Role - **Membership Review**: Review the individuals assigned to the Role -The [Owner User Access Reviews List](/docs/platgovnetsuite/welcome/owneroverview/owner_uar_list.md) topic has details for accomplishing your +The [Owner User Access Reviews List](/docs/platgovnetsuite/uar/owneroverview/owner_uar_list.md) topic has details for accomplishing your reviews. Owners are notified with an email message when a new review has been assigned. You can click one of -the links in the email, or login to NetSuite and open [User Access Review](/docs/platgovnetsuite/welcome/access_app.md) to +the links in the email, or login to NetSuite and open [User Access Review](/docs/platgovnetsuite/uar/access_app.md) to access the dashboard. 1. Open **User Access Review** from NetSuite. @@ -29,9 +29,9 @@ Here is an example owner dashboard showing new assignments. ## Dashboard Controls - **Home** icon is your dashboard overview, and the default display when you log in. -- **UAR List** is your **[User Access Reviews List](/docs/platgovnetsuite/welcome/owneroverview/owner_uar_list.md)**. -- **UAR History** is your **[User Access Reviews History](/docs/platgovnetsuite/welcome/adminoverview/uar_history.md)**. -- **My Roles** is a list of all your assigned [Roles](/docs/platgovnetsuite/welcome/owneroverview/owner_uar_roles.md). +- **UAR List** is your **[User Access Reviews List](/docs/platgovnetsuite/uar/owneroverview/owner_uar_list.md)**. +- **UAR History** is your **[User Access Reviews History](/docs/platgovnetsuite/uar/adminoverview/uar_history.md)**. +- **My Roles** is a list of all your assigned [Roles](/docs/platgovnetsuite/uar/owneroverview/owner_uar_roles.md). - **Open Global Reviews** shortcut shows the number of open reviews. Opens your **User Access Reviews List**. - **Open Reviews with Additional Reviewers** shortcut shows the number of open reviews. Opens your diff --git a/docs/platgovnetsuite/uar/owneroverview/owner_permission_reviews.md b/docs/platgovnetsuite/uar/owneroverview/owner_permission_reviews.md new file mode 100644 index 0000000000..f40e8282b7 --- /dev/null +++ b/docs/platgovnetsuite/uar/owneroverview/owner_permission_reviews.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 30 +title: Permission Reviews +hide_title: true +--- + +import PermissionReviews from '/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/owneroverview/owner_uar_list.md b/docs/platgovnetsuite/uar/owneroverview/owner_uar_list.md similarity index 88% rename from docs/platgovnetsuite/welcome/owneroverview/owner_uar_list.md rename to docs/platgovnetsuite/uar/owneroverview/owner_uar_list.md index 6cd8b2e38f..18c54c270c 100644 --- a/docs/platgovnetsuite/welcome/owneroverview/owner_uar_list.md +++ b/docs/platgovnetsuite/uar/owneroverview/owner_uar_list.md @@ -43,8 +43,8 @@ Use **Clear** to reset the Filters. - **Export** exports the list of selected reviews as either a **CSV** or **PDF** file. There is an option to **Export All Reviews**. The exported file is named _User_Access_Reviews_List_. - **Name** is a link. For a **global** review, the link opens the Review list showing all of the - associated reviews. For a **single** review the [Membership](/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md) or - [Permission ](/docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md)**Review** tab is opened. Reviews can also be opened via + associated reviews. For a **single** review the [Membership](/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md) or + [Permission ](/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md)**Review** tab is opened. Reviews can also be opened via links in dashboard or email **Notifications**. - **Number of Reviews** (global) is the number of single reviews in the global review. - **Review Type** is the type of review. Global can be **Both**, **Membership**, or **Permission**. @@ -56,7 +56,7 @@ Use **Clear** to reset the Filters. - **Not Started** Email notification has been sent, review has not been started. - **In Progress** Review has been started. - **Additional Reviewer** Review has been assigned to an - [](#)[additional reviewer](/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md). + [](#)[additional reviewer](/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md). - **Change Request** Change request has been created. The **Change Request ID** is added to the row. The link opens the Change Request. **CR Rejected**, **CR Cancelled**, and **CR Complete** are the other Change Request status values. @@ -87,8 +87,8 @@ showing all of the single reviews associated with the global review. details for the reviews. - **Extract Permission Detail**creates a CSV file (_Permission_Report.csv_) of the permission details for the reviews. -- **Review Name** is a link to the [Membership](/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md) or - [Permission ](/docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md)**Review** tab. Reviews can also be opened via links in +- **Review Name** is a link to the [Membership](/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md) or + [Permission ](/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md)**Review** tab. Reviews can also be opened via links in dashboard or email **Notifications**. - **Role Name** the role being reviewed. - **Review Type** is the type of review: **Membership** or **Permission**. The review type is set @@ -99,7 +99,7 @@ showing all of the single reviews associated with the global review. - **Not Started** Email notification has been sent, review has not been started. - **In Progress** Review has been started. - **Additional Reviewer** Review has been assigned to an - [additional reviewer](/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md). + [additional reviewer](/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md). - **Change Request** Change request has been created. The **Change Request ID** is added to the row. The link opens the Change Request. **CR Rejected**, **CR Cancelled**, and **CR Complete** are the other Change Request status values. @@ -115,5 +115,5 @@ showing all of the single reviews associated with the global review. - **Due Date** an optional due date for the review, set by the Administrator. - **Complete Date** the date the review was completed. -Continue with the procedures to complete your [Membership](/docs/platgovnetsuite/welcome/adminoverview/owner_membership_reviews.md) or -[Permission ](/docs/platgovnetsuite/welcome/adminoverview/owner_permission_reviews.md)reviews. +Continue with the procedures to complete your [Membership](/docs/platgovnetsuite/uar/adminoverview/owner_membership_reviews.md) or +[Permission ](/docs/platgovnetsuite/uar/adminoverview/owner_permission_reviews.md)reviews. diff --git a/docs/platgovnetsuite/welcome/owneroverview/owner_uar_roles.md b/docs/platgovnetsuite/uar/owneroverview/owner_uar_roles.md similarity index 100% rename from docs/platgovnetsuite/welcome/owneroverview/owner_uar_roles.md rename to docs/platgovnetsuite/uar/owneroverview/owner_uar_roles.md diff --git a/docs/platgovnetsuite/uar/owneroverview/uar_history.md b/docs/platgovnetsuite/uar/owneroverview/uar_history.md new file mode 100644 index 0000000000..11af01486d --- /dev/null +++ b/docs/platgovnetsuite/uar/owneroverview/uar_history.md @@ -0,0 +1,9 @@ +--- +sidebar_position: 50 +title: UAR History +hide_title: true +--- + +import UARHistory from '/docs/platgovnetsuite/uar/adminoverview/uar_history.md'; + + \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/welcome_1.md b/docs/platgovnetsuite/uar/uar_overview.md similarity index 98% rename from docs/platgovnetsuite/welcome/welcome_1.md rename to docs/platgovnetsuite/uar/uar_overview.md index e0b3721817..fc12faa200 100644 --- a/docs/platgovnetsuite/welcome/welcome_1.md +++ b/docs/platgovnetsuite/uar/uar_overview.md @@ -9,7 +9,7 @@ sidebar_position: 110 Roles and Permissions are not a set once and forget about them activity. Both should be reviewed regularly to ensure your data is secured and users in your organization have the right access. **User Access Review** streamlines this review process, making it easy to manage and review all -access to your NetSuite data. UAR users must have a [license](/docs/platgovnetsuite/welcome/install_app.md). +access to your NetSuite data. UAR users must have a [license](/docs/platgovnetsuite/uar/install_app.md). ## Terminology diff --git a/docs/platgovnetsuite/usingprocessissues/_category_.json b/docs/platgovnetsuite/usingprocessissues/_category_.json deleted file mode 100644 index 50a5c0c70a..0000000000 --- a/docs/platgovnetsuite/usingprocessissues/_category_.json +++ /dev/null @@ -1,10 +0,0 @@ -{ - "label": "Using Process Issues", - "position": 140, - "collapsed": true, - "collapsible": true, - "link": { - "type": "doc", - "id": "using_process_issues" - } -} \ No newline at end of file diff --git a/docs/platgovnetsuite/welcome/welcome.md b/docs/platgovnetsuite/welcome/welcome.md deleted file mode 100644 index a902ca10ee..0000000000 --- a/docs/platgovnetsuite/welcome/welcome.md +++ /dev/null @@ -1,99 +0,0 @@ ---- -title: "Welcome" -description: "Welcome" -sidebar_position: 10 ---- - -# Welcome - -Platform Governance for NetSuite is a SuiteApp integrated into the NetSuite backend keeping all your -data within your NetSuite account. Your documentation is automatically maintained so it is always up -to date. - -By implementing Platform Governance for NetSuite you can: - -- Automatically catalog all custom fields, scripts, forms, searches, records and workflows. -- Visually browse standard and custom fields, lists and records to find all related scripts, - searches, users and departments. -- Capture and search script comments and identify poorly commented code. -- Automatically track changes to your customizations using the change logs, so you can see what - customizations were changed, how they were changed, when they were changed and who changed them. - -Check out Netwrix University for helpful tutorials. -[Sign in to your Netwrix account](https://www.netwrix.com/my_training.html) to access the tutorials. - -## Installation and Initial Scan - -Once you install Platform Governance for NetSuite, you simply click the **Start Spider** button and -your customizations are documented over the course of 4-5 days with minimal impact on system -performance. Once completed, you have a searchable database of all your customizations. - -## Documentation and Optimization - -After installation, it takes 4-5 days to document your customizations and approximately 3 weeks to -have your account both fully documented and optimized. - -### Clean Up - -Use the end to end documentation of custom objects and our Clean Up Tools to: - -- Identify unused fields, searches and other custom objects. -- Quickly identify dependencies to reduce the risk of breaking things in your account (i.e. see if a - search is being used in a script or workflow). -- Use Change Requests to keep your changes organized and capture approvals. - -### Script Management - -Critical Script Analysis enables you to determine how healthy your scripts are and what areas you -can fix to improve your account. With our tools and the Critical Script Analysis methodology you -can: - -- Identify high priority scripts based on usage. -- Identify people and departments triggering scripts to focus on scripts that could be - inappropriately triggered. -- Understand script execution times. - -## Intelligent Change Management - -Platform Governance for NetSuite is the only application for NetSuite that enables end to end change -management and compliance. This process can be achieved effectively in only 5 weeks after install. - -By implementing Platform Governance for NetSuite you give your customers the ability to: - -- Track all changes to custom objects in NetSuite. -- Automatically be alerted to non-compliant changes. -- Set compliance requirements by risks based on System Complexity and Processes that are then - automatically tracked. -- Manage changes right in NetSuite by using the Change Request. -- Use automated impact analysis to identify the risks associated with changing custom objects. -- Use test records to manage tests in a central repository linked to the customization records. - -## Enterprise Compliance - -Once Intelligent Change Management is complete, it only takes between 3 to 4 weeks to achieve -Enterprise Compliance. - -### Environment Comparison - -The Environment Management Module enables NetSuite customers and consultants to quickly and -accurately identify differences between any two NetSuite accounts that havePlatform Governance for -NetSuite Intelligent Change Management installed. Since both accounts have Platform Governance for -NetSuite documentation in place, the tool can quickly and easily compare them. It is principally -used in four scenarios: - -1. Sandbox Refreshes -2. Migrating Customizations Between Developer and Sandbox Accounts -3. User Acceptance Testing (UAT) and Performance Testing Environment Validation -4. Deploying Changes to Production - -### Automated Audit - -Agent automates IT and financial controls and critical change practices to ensure configuration and -master data are compliant. It can: - -- Check for process problems regularly without user event scripts. -- Automatically generate and assign tasks, cases or process issues for each detected problem. -- Automatically alert key stakeholders. -- Log control violations for clearance. -- Store relevant data as a CSV to create a snapshot for compliance or troubleshooting purposes. -- Block unauthorized changes to critical records and fields (requires Advanced Change Management). diff --git a/docs/platgovnetsuite/welcome/what_does_strongpoint_document.md b/docs/platgovnetsuite/what_does_strongpoint_document.md similarity index 99% rename from docs/platgovnetsuite/welcome/what_does_strongpoint_document.md rename to docs/platgovnetsuite/what_does_strongpoint_document.md index f97838c91d..6be0a74058 100644 --- a/docs/platgovnetsuite/welcome/what_does_strongpoint_document.md +++ b/docs/platgovnetsuite/what_does_strongpoint_document.md @@ -1,7 +1,7 @@ --- title: "What is Documented?" description: "What is Documented?" -sidebar_position: 20 +sidebar_position: 14 --- # What is Documented? diff --git a/docs/platgovnetsuite/welcome/what_is_a_spider.md b/docs/platgovnetsuite/what_is_a_spider.md similarity index 99% rename from docs/platgovnetsuite/welcome/what_is_a_spider.md rename to docs/platgovnetsuite/what_is_a_spider.md index 3e4e67fbd8..7a0f116b84 100644 --- a/docs/platgovnetsuite/welcome/what_is_a_spider.md +++ b/docs/platgovnetsuite/what_is_a_spider.md @@ -1,7 +1,7 @@ --- title: "What is a Spider?" description: "What is a Spider?" -sidebar_position: 30 +sidebar_position: 16 --- # What is a Spider? diff --git a/docs/platgovnetsuite/welcome/whatsnew.md b/docs/platgovnetsuite/whatsnew.md similarity index 99% rename from docs/platgovnetsuite/welcome/whatsnew.md rename to docs/platgovnetsuite/whatsnew.md index fdd77d257b..b4ff26b4dd 100644 --- a/docs/platgovnetsuite/welcome/whatsnew.md +++ b/docs/platgovnetsuite/whatsnew.md @@ -1,7 +1,7 @@ --- title: "What's New" description: "What's New" -sidebar_position: 10 +sidebar_position: 12 --- # What's New