Using the Change Log in Sentir

Overview

Customizing pages, fields, and other elements of Sentir is crucial for many firms. When these modifications are made, it's essential to track all changes, giving your team a clear record to reference when troubleshooting or working with Practifi Support. Customizations to your organization may mean that your firm's instance will no longer automatically receive updates to changed pages during the release process. This article outlines the Change Log functionality and how to add new entries into your firm's Change Log. 

• Understanding the Change Log
• Accessing the Change Log
• Creating an Entry
  • Adding a Note
  • Uploading Files
  • Changing an Entry Owner

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Understanding the Change Log

The Change Log is the space to document any customizations or modifications made to your firm's Sentir instance. Within the Change Log, you can capture the date the customization occurred, who performed it, what changes were made, and any supporting notes or files. Entries must be added to the Change Log manually. Changes to your organization do not automatically generate Change Log entries. 

If you are a System Administrator within your organization and making customizations or modifications, you must record these changes in your Change Log. When you request a change from our team, details about the customization will be available in the Change Log.

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Accessing the Change Log

1. Click the App Launcher in the upper-left corner and select the Settings app from the drop-down menu. 
   
    
2. In the Navigation Menu, select Change Log.
   

   • Please note: If the Change Log option is not displaying for you, click the Edit button at the bottom of the Navigation Menu drop-down menu. Click the Add More Items button. Locate the Change Log option and select the + icon beside its name. Click Add 1 Nav Item. Optionally, drag the Change Log option to your preferred placement within the Navigation Menu item list. Click Save to finalize the addition of the Change Log to your Navigation Menu.

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Creating an Entry

Entries in the Change Log should document any changes made, when they occurred, and who executed them. Being as comprehensive as possible ensures the scope of each change is clearly understood, making it easier to troubleshoot issues and coordinate with our support team when needed. 

To create an entry: 

1. On the Change Log page, click the New button in the upper-right corner. 
   
2. Enter the following information:
   • Name - Enter a name to describe the change made. 
   • Team Member - Enter the name of the team member who made the changes within your organization. 
   • Change Date - Enter the date you made the change in your organization. 
   • Source - Select the source type that describes the group that made the change. If you are a System Administrator within your organization making this change, select Client. Our Professional Services and Support teams will select the correct corresponding option.
   • Type - Select the overall type of customization made to your organization. If none of the prebuilt options fit the type of change you are making, select Other from the drop-down menu.
   • Details - Enter any important information about the customization or configuration. 
     
      
3. Click Save to finalize the Change Log entry creation. 

Adding a Note

After the Change Log entry is initially created, notes can be attached to it to document any discussions or changes made during the customization. 

To add a note to a Change Log entry:

1. On the Change Log page, select the Change Log entry you want to add a note to. 
2. Once on the entry details page, select the Notes & Files subtab.
   
    
3. Click the New button in the Notes section.

   • Please note: This note creation process can also be accessed by clicking the caret to the right of the Clone button and then selecting New Note from the drop-down menu. This caret button is available when viewing the Change Log Basics page and would not require you to select the Notes & Files subtab.

     
      

4. A note creation pop-up will display on your screen. Enter the information about the change you would like to store on the Change Log entry and then click Done to finalize the note's creation.
   

Uploading Files

After the Change Log entry is initially created, files can also be attached to document any changes made as part of the customization. 

To add a file to a Change Log entry:

1. On the Change Log page, select the Change Log entry you want to add files to. 
2. Once on the entry details page, select the Notes & Files subtab.
   
    
3.  Click the Upload Files button in the Files section to select a file from your computer to attach to the Change Log entry. You can also drag a file from your computer and drop it into the Files section to attach it. If the file already exists in your organization and you want to attach it to the Change Log entry, click the Add Files button to select the uploaded file. 
   

Changing an Entry Owner

If a Change Log entry is made on behalf of another user, it can be reassigned to the correct owner. To change a Change Log entry owner:

1. Within the Change Log entry, click the caret button in the right-hand corner.
   
    
2. Select Change Owner from the drop-down menu. 
   
    
3. A Change Owner pop-up will display on your screen. Select the correct team member that should own this Change Log entry within the Search Users... field and then click Submit to finalize the change. 

   • Please note: Upon the Change Log owner change, the new owner will receive a notification email. While it is recommended that the user receive this email, it is possible to disable it by unchecking the Send notification email checkbox before submitting this change.