Viewing the Log of a Hold Request

Procedure

To view the log of a hold request:

  1. Search for the hold request in the Hold Request screen.
  2. In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request whose log you want to view.

    The Hold Request screen appears. It consists of the following tabs:

    • Main - Displays information about the hold request. It contains the following zones:

      • Hold Request - Displays the details of the hold request.

      • Hold Entities - Lists the hold entities records of the hold request.

      • Search Account - Searches the accounts to be put on hold.

        Note: This zone appears when hold request is for Account and its status is Draft.

      • Search Bill - Searches the bills to be put on hold.

        Note: This zone appears when hold request is for Bill and its status is Draft.

      • Search Person - Searches the persons to be put on hold.

        Note: This zone appears when hold request is for Person and its status is Draft.

    • Log - Lists the complete trail of actions performed on the hold request. This tab contains the following zone:

      • Hold Request Log - Displays the trail of actions performed on the particular hold request.

  3. Click the Log tab.

    The Hold Request Log zone in the Log tab contains the following columns:

    Column Name Column Description
    Date/Time Displays the date and time when the action was performed on the hold request.
    Details Displays the details about the action performed on the hold request.
    User Indicates the user who has performed the action on the hold request.
    Log Type Indicates the type of log.
    Related Object Indicates the object or entity which is generated when the action is performed on the hold request.
    Status Reason Indicates the reason why the hold request was rejected or voided.
    Note: You can manually add a log entry for the hold request by clicking the Add Log Entry link in the upper right corner of the Hold Request Log zone.

Related Topics

For more information on... See...
How to search for a hold request Searching for a Hold Request
How to add a log entry for a hold request Adding a Log Entry for a Hold Request