Purpose
The History module allows users to view all record changes to determine if modifications were made in error, excess, or exactly as anticipated. It provides a comprehensive audit trail of actions taken within the system.
To access the History module, select the gear icon from the top right of the screen, then choose "History".
History List View
Column Headers
- DATE: Displays the date and time of the recorded action
- USER: Shows the name of the user who performed the action
- MODULE: Indicates the module where the action took place
- Activity: Describes the specific action or change made
Search & Filter
- Search field: Allows searching for specific history records
- Advanced Filter: Opens detailed filtering options
Additional Features
- "📄" Button: Likely generates reports related to history records
- "↻" Button: Refreshes the list view
History Selected View
Details Section
- Date: The date and time of the recorded action
- Type: Indicates if the action was automatic or user-initiated
- User: The name of the user who performed the action
- Module: The module where the action took place
- Record: The specific record affected by the action
- Activity: A detailed description of the action or change made
Advanced Filter - History
Filter Fields
- Type: Filter by the type of action (e.g., automatic, user-initiated)
- User: Filter by the user who performed the action
- Date Range: Set a specific time period for the history records
- Activity: Filter by the type of activity or change made
- Module: Filter by the module where actions occurred
- Record: Filter by specific records affected
Features and Usage
Organizing History View
Users can organize the history view by:
- Date: Prompts for a date range to view
- User: Provides a dropdown menu of all users
- Module: Allows selection of a specific module and record
To clear previous search criteria, select the "X" icon next to the search options.
Common Workflow Questions
- How far back can I view history records?
- Can I export history data for external analysis?
- How do I track changes made by a specific user across all modules?
- Is it possible to revert changes based on history records?
- How can I set up alerts for specific types of changes in the system?