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Archived FAQ

    • How does record change history work within...
      Archived FAQ posted 10/06/08 by Admin, last edited Aug 05 by Matt Strenz, tagged General
      495 Views, 0 Comments
      question:
      How does record change history work within TrackVia?
      answer:

      If a record has ever been changed, those changes will appear in a History section at the bottom of the record details page. The record History can also contain notes, attachments, or links to other records. Here's how these features work:

      Change history. Any time you edit a record, TrackVia adds a description of the change to the record history. This allows you to audit each change, who made it, and when it was made. This can be useful for correcting historical errors.

      Notes. Notes allow anyone to type comments related to a record and make them part of the record history. TrackVia automatically adds the author's name and the date and time the note was added. Notes can capture useful information on a record or its status, as in this example:

      Fri Nov 3 2006 4:58 PM MST     John Adams added note: I'm waiting for a reply from Mary before I can finish this task.

      Links to other records. In your note, you may insert a link to another record in any database by putting the record locator number in square brackets, like [123456]. If the record locator matches a database record that you have permission to view, it will be displayed as a link to that record. Clicking these links will open those records in a separate browser window. This is useful for cross-referencing related items in the same or other databases, like this:

      Fri Nov 3 2006 4:58 PM MST     John Adams added note: I'm waiting for Mary to do tasks 123456 and 789012 before I can finish this task.

      Attaching a document. Clicking the Browse button will allow you to select a file on your computer to upload to TrackVia. The document will appear as a link in the record's History; click it to open or save the document. This is useful, for example, for sharing evolving versions of a document that different team members are contributing too.