View and edit change records

This topic describes how to view and edit change records.

You may need to do this when resolving unmatched change requests to determine which change to associate with the change request.

View the changes list

View a full list of detected rule changes.

Do the following:

  1. In the main menu, click Auto Matching and then Changes.

    The Changes page appears displaying detected rule changes.

    Note: The number of changes displayed depends on your configured preferences. For more details, see Customize the Auto Matching Page .

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  2. To filter the displayed rule changes, specify filter criteria in the Filter by area as follows:

    Device Name

    Type the name of a device whose rule changes you want to display.

    This field is optional.

    Status

    Select the status of changes you want to display.

    This field is optional.

    From

    Specify the earliest date for which changes should be displayed, by doing one of the following:

    • Click , and select the desired date in the calendar that appears. To navigate to different months in the calendar, click Prev and Next.
    • Type the desired date in the field provided. You can use most relative and absolute formats, for example yyyy-mm-dd, mm/dd/yyyy, Mon dd yyyy, “next week”, and “now + 3 days”.

    This field is optional.

    To

    Specify the latest date for which changes should be displayed, by doing one of the following:

    • Click , and select the desired date in the calendar that appears. To navigate to different months in the calendar, click Prev and Next.
    • Type the desired date in the field provided. You can use most relative and absolute formats, for example yyyy-mm-dd, mm/dd/yyyy, Mon dd yyyy, “next week”, and “now + 3 days”.

    This field is optional.

    Changed By

    Type the user that made the changes.

    This field is optional.

    Then click Go.

The rule changes are filtered according to the criteria you specified.

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View individual rule changes

You can view individual rule changes from matching results or the changes list.

For details, see View matching results and View the changes list.

From there, click on a rule name to view the rule change.

The change is displayed. For example:

Change fields include the following:

General

Includes basic details about the change and relevant device.

Change

Includes extended details about the change, including:

  • Descriptions or user comments. For more details, see Modify change records.
  • Details about the rule before and after the change was made.
Matched to change request

Details about the change request and match record associated with this change.

Click the ID to open the change request.

History about the change request associated with this change.

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Modify change records

Modify a rule change's description by adding comments.

Do the following:

  1. View the change. For details, see View individual rule changes.
  2. Under the change request number in the main menu, click Edit.

    The Modify Notes for Change page is displayed.

  3. In the Summary field, modify the change's description as desired.
  4. In the Comment field, type your comments on the change.
  5. Click OK.

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