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Strongpoint

Set Up Change/Approval Policies

Learn how to set up the policies that will run your change management and compliance process.

To set up your policies:

  1. Go to the Strongpoint homepage.
  2. Navigate to the Changes / Approval Policies tab.
  3. Choose All and click Go.
  4. Click on Default.
  5. Click on Edit.
  6. Under Information fill in the following:
    • Change/Approval Policy Name
    • Default Policy: Check this box if this is going to be your default change/approval policy.
    • Parent Policy: Search and add a parent policy (if applicable).
  7. Under Change Controls add the following:

Object Type

Change Level

Scripted Object Changes: Scripts, workflows and any object upon which a script or workflow depends on.

Full Software Development Cycle

Search and Report Changes: Searches and reports not flagged as a control, workflow or script.

Log Changes Only

Salesforce Set Up Changes: Salesforce changes to Salesforce set up objects including: sites, settings, communities, sharing rules, knowledge bases, sites. enabled features and preferences.

Change Request

Profile and Permission Set Changes: Changes related to permission sets and profiles.

Change Request

Control Changes: Searches and reports used as controls.

Change Request

Web-Related Changes: Changes to objects affecting web objects such as CustomSite and Network (Communities).

Change Request

Other Changes: Applied to any objects other than scripts, workflows, searches, controls and their related objects.

Change Request

  1. Under IT Policies: Enter the names of the people who will be the preliminary and final IT approvers.
  2. Save the Strongpoint Change/ Approval Policy.

The following table defines the change levels:

Change Level

Description

Log Changes Only

Since the system automatically logs all changes, this change level requires no actions for compliance. Any changes to these objects are automatically marked compliant.

Process Issue Only Any changes to these objects require an Approved Process Issue.

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.

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