FAQ about Change
From InSite
Q. Does InSite have security controls in place to allow only authorized staff and users to view, open, modify, authorize, and close records based on their roles?
A. InSite has rigorous security controls which ensure that authorized staff can view, open, modify, authorize and close records. Authority is role-based.
See Organization Setup. See also Setting up Role-based Security.
Q. Does InSite provide out-of-the-box reports and facilitate flexible (ad hoc) report generation?
InSite provides both of these kinds of reports. See Salesforce Help. See also Generating Reports.
Q. Does InSite provide an audit trail for record information and updates? For example: IDs of individuals or groups opening, updating and closing records; dates and times of status and activities updates, types of activities.
A. InSite provides a complete audit trail. For information, see Salesforce Help. See also About Audit Trails.
Q. Does the InSite automate notification and escalation to keep IT and users informed of potential issues or progress?
See Salesforce Help.
Q. Does InSite automatically create a distinct and unique identification number for each Request For Change (RFC) / Change Record?
A. InSite automatically creates a distinct and unique ID number for each record created within in. Some of these records include Incidents, Problem, Changes, and RFCs, for example.
Q. Does InSite automate the date and time of the RFC logging and updating throughout the lifecycle of the Change Record?
A. See Salesforce Help.
Q. Does Insite facilitate the ability of authorized roles to reject Changes? For example, status of reject, ability to record reason for rejects notification to the Service Desk and End Users?
A. See Salesforce Help.
Q. Does InSite have the ability to assign Change Advisory Board responsibilities to Change Management roles?
A. See Salesforce Help.
Q. Does the Change Record have a field or indicator that the Request for Change has been approved?
A. See Salesforce Help.
Q. Does InSite facilitate the recording of impact assessment information within the Change record in order to support the Change authorization process? For example, reference to configuration impact analysis and links to or attachments such as business and technical reviews and reports?
A. See Salesforce Help.
Q. Does InSite facilitate the scheduling of post-implementation reviews for implemented changes after a defined time interval?
A. See Salesforce Help.
