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43 changes: 14 additions & 29 deletions docs/platgovsalesforce/changemanagement/setting_up_policies.md
Original file line number Diff line number Diff line change
Expand Up @@ -55,10 +55,10 @@ Set the required Change Level for each Metadata Type. The form shows the default

| **Change Level** | **Description** |
| --------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Log Changes Only | Since the scanner automatically logs all changes, this change level requires no actions for compliance. The scanner automatically marks any changes to these objects as compliant. |
| Change Request | Any changes to these objects require an Approved Change Request. |
| Sandbox Development & Testing | Any changes to these objects require an Approved Change Request in the Stage Development Project. It also requires that a parent Change Request is attached to the Development Project. |
| Full Software Development Lifecycle | Any changes to these objects require an Approved Change Request. |
| Log Changes Only | Since the scanner automatically logs all changes, this change level requires no actions for compliance. The scanner automatically marks any changes to these components as compliant. |
| Change Request | Any changes to these components require an Approved Change Request. |
| Sandbox Development & Testing | Any changes to these components require an Approved Change Request in the Stage Development Project. It also requires that you attach a parent Change Request to the Development Project. |
| Full Software Development Lifecycle | Any changes to these components require an Approved Change Request in the Stage Deployment Record or Rollback Record. |

### Code and Data Model Changes

Expand Down Expand Up @@ -92,11 +92,7 @@ Set the required Change Level for each Metadata Type. The form shows the default

![Control Change Levels](/images/platgovsalesforce/change_management/policy_new9.webp)

Controls the change level required for different types of changes. Health Check Changes affect the
way Platform Governance handles changes for the customization records for each Salesforce Health Check group
(session settings, file upload and security settings), so you can track and report on current
settings. There is a [Health Settings](/docs/platgovsalesforce/customizations/understanding_customization_record.md) tab
for the specific records on the customization record.
Controls the change level required for different types of changes.

### Application Configuration Changes (Data)

Expand All @@ -109,10 +105,13 @@ See [Set Up Data Tracking](/docs/platgovsalesforce/changemanagement/datatracking

### Health Check Changes

Health Check Changes affect the way Platform Governance handles changes for the customization records for each Salesforce Health Check group
(session settings, file upload and security settings), so you can track and report on current
settings. There is a [Health Settings](/docs/platgovsalesforce/customizations/understanding_customization_record.md) tab
for the specific records on the customization record.

![Health Check Changes](/images/platgovsalesforce/change_management/policy_new16_a.webp)

Select the change level for **Health Check Changes**: **None**, **Log Changes Only**, **Change
Request**, **Sandbox Development & Testing**, or **Full Software Development Lifecycle**.

### IT Policies

Expand All @@ -122,12 +121,11 @@ Specify the **Preliminary Approver**. Enter part of the name to see a matching l
changes, you can also set a **Final Approver**. This person must approve all changes affected by the
rule.

### Customization Policies
### Uncategorized Changes

![Customization Policies](/images/platgovsalesforce/change_management/policy_new12.webp)
![Uncategorized Changes](/images/platgovsalesforce/change_management/policy_new12.webp)

**Require Impacted Customization Approval**: select this option to require approval from all
impacted Customization owners.
This change control level applies to any components not included in the other categories.

### Management Policies

Expand All @@ -140,19 +138,6 @@ impacted Customization owners.
**No Order Required**: select this option to allow approvals in any order. If it isn't checked,
approvals occur in the order specified.

### Change Enablement Defaults

![Change Enablement Defaults](/images/platgovsalesforce/change_management/policy_new15.webp)

**Merge Approval Lists**: select this option to merge lists when multiple policies apply to a
change.

**Sequential Approval Requests**: select this option to send approval emails one at a time as each
approver approves the change. If not checked, all approvers receive the approval emails at the same
time.

**Non-conforming Customization Alerts**: select this option to alert Customization Owners if there
is a non-conforming change to their Customization.

## Related

Expand Down Expand Up @@ -216,4 +201,4 @@ available on the **Related** tab on the policy.
5. Click the right arrow to add selections to the **Selected Salesforce Type List**. Click the left
arrow to remove items from the selected list.
6. Click **Save** when complete. A confirmation dialog appears. Click **OK** to confirm you
want to add all of the customizations from the selected Salesforce types.
want to add all the customizations from the selected Salesforce types.
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