.
The Audit History window opens and displays
a record of all actions taken on a case with the following types of details:When an action is taken on a case that leads to a change of status or value, such as a transaction is added, the Case Assignee is updated, and so on, the change is recorded in the Audit History. This allows you to understand who performed an action, why it was taken, when the action occurred, and what the value was before the change was made.
To access the Audit History, follow these steps:
1. Navigate to the Case Details page by selecting a case from the Case Search and List page.
2. Click Audit History .
The Audit History window opens and displays
a record of all actions taken on a case with the following types of details:
§ ID: The ID assigned to this action based on the order the action occurred. By default, actions display in descending order by ID so you can view the most recent action first.
§ Action Taken: The specific action which was taken, for example, Case Created or Case Status Updated.
§ Before: The value or status prior to this action being taken, for example, Pending Review. If the action was to add a value, such as adding a transaction to the case, N/A will display. For Narrative updates, a View link displays. Click View to see the Narrative change. For Attachment updates, the attachment name displays as a link. Click the attachment name to view the attachment.
§ After: The updated value or status after this action was taken, for example, Review In Progress. If the action was to remove a value, such as removing a transaction from the case, N/A will display. For Narrative updates, a View link displays. Click View to see the Narrative change. For Attachment updates, the attachment name displays as a link. Click the attachment name to view the attachment.
§ Who: The user who took the action. If this action was an automatic action performed by the application, SYSTEM will be displayed in this field.
§ Date and Time: When the action was taken.
§ Why: Reason or comments given by the user when the action was taken. If the action was taken by the system, such as an automated status update, this field will be blank.
You can also filter the Audit History to display only specific actions, actions which were performed by a specific user, or changes which occurred within a specific time frame.
To filter the Audit History, follow these steps:
1. Navigate to the Case Details page by selecting a case from the Case Search and List page.
2. Click Audit History .
The Audit History window opens and displays
a record of all actions taken on a case.
3. Select one or more filter criteria from the following options:
§ Action Taken: Select an action from the drop-down list. This list displays only unique actions which have been taken on this case.
§ Who: Select a user from the drop-down list. This list displays only users who have taken action on this case.
§ Date From and Date To: Select the date range during which the actions were taken.
4. Click Apply to filter the results. The Audit History displays only the records which meet the filter criteria.