View Work Order History (Audit Trail)

Maintenance Connection maintains a history of important changes made to the primary work order file. Each time information is changed on the Work Order Details page or Complete/Close window, records are created to document these changes. These records provide an audit trail of changes made. Users who are members of an access group with permission to view the audit trail can view this history.

1. Access the work order you want to view.

2. Ensure you are viewing the Details, Tasks, Costs, or Attach page.

3. Click the History button.

   The History window opens, listing the history of changes for the work order. The Work Order ID is displayed in the top-right of the window.

   A check box is available in the lower-left of the dialog to enable or disable history tracking. Only users who are members of an access group with permission to alter this setting will be able to change it.

   The History Summary in the upper-right corner lists each change recorded for the work order. The history will be displayed in reverse-chronological order.

   • The Record column identifies the work order. Since you are viewing an individual work order, the value of this column is the same for each row.

   • The Action column indicates the type of change. For example, an edit would list Changed, whereas an initial creation of a record would list Created.

   • The User column indicates the user that initiated the change. If the change was automatically generated, the column lists Maintenance Connection.

   • The Date column indicates the date and time of the change.

   The detail for the highlighted change is displayed in the History Detail box in the lower-right part of the window.If multiple fields were changed, there will be multiple records displayed in the detail area.

   Each detail record listed will display the field that changed. In addition, the values before and after the change will be listed, as applicable.

4. To view the details of a different history record, highlight the record in the History Summary box.

   The details of this record are displayed in the History Details area.

5. To access additional pages of history, click the page navigation controls at the bottom of the History Summary area.

6. To print the history of a particular transaction:

   1. Click the Print button.

      The Print window for your operating system will display.

   2. Click Print.

      The content displayed in the History Detail area is printed.

7. To exit the History window, click the Close button.

   The Work Order module appears.

   Once you have accessed the History window, you can use the available controls to view history on the whole module, or another module. The View All Module History link above the History Summary will display all changes made to the Work Order module. The modules displayed in the left allow you to view history on other modules.

   The User History feature provides a history of record changes from the perspective of the user.