History

History provides the user with a timeline of the actions completed on the record. The main window provides a basic list of the actions and by double-clicking on any action; a pop-up opens with a detailed action description.

Viewing the History of a Record

  1. Within the Show ribbon group, click the History button. The following read only information displays for each action performed:
    • Action Name* – describes the completed action. For example, Add New Work Order Activity, Update Work Order, Add New Set, etc.
    • Custom Field Name – displayed the field name of the modified information
    • Old Value – displays the old information
    • New Value – displays the new information
    • User Name – displays the user name for the person who completed the action.
    • Last Name/ First Name – displays the first and last name of the user who completed the action.
    • Activity Date* – displays the date the action was completed.
    • Source* – lists the computer’s IP address.
    • Work Order Number – displays the work order number for the order completed to make the changes, if applicable.
  1. Alternatively, you can click on the lower portion of the History button to access a menu, from the menu select Old History. The screen changes to display a list of all actions taken on the record, to view more detail double click on the row.
  2. A window opens with a more detailed description of the action.