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View change history

Use the
History
 tab to view the change history (audit trail) for client records and time and expense entries. Practice CS tracks all database changes and records a full history of each item. This includes time stamps, staff IDs, and details of any modifications.
note
Access to the
History
 tab is granted by default to members of the Administrator security group. You can add audit trail permissions to other security groups as follows:
  • Client records:
    Practice CS
    Data
    Client Data
    Audit History
  • Time & expense entries:
    Practice CS
    Data
    Time & Expense Data
    Audit History
  • Projects & tasks:
    Practice CS
    Data
    Schedule Item Data
    Project Data
    Audit History
Staff with permission to view historical information can view the full history of all items, even if they are restricted from other areas of Practice CS.
To view change history, follow these steps.

Clients

  1. Select
    Setup
    Clients
     to open the
    Clients Setup
     screen.
  2. Select a client from the list.
  3. Select the
    History
     tab. The History tab provides historical information about modifications to the selected client record.
  4. Select the
    Expand Plus
     button next to an item to expand it and view additional information.

Time & expense entries

  1. Select
    Actions
    Time & Expense Entry
     to open the screen.
  2. Select a time or expense entry from then
    Entry
    ,
    Overview
    , or
    Review
     tab.
  3. Select the
    History
     tab. The History tab provides historical information about modifications to the selected transaction.
  4. Select the
    Expand Plus
     button next to an item to expand it and view additional information.

Projects and tasks

  1. Select
    Actions
    Manage Projects
     to open the screen.
  2. Select the
    Projects
     or
    Project Tasks
     tab to view those items.
  3. Select a project or task from the list.
    1. If you selected a project, select the
      History
       tab at the bottom of the screen.
    2. If you selected a task, the
      History
       tab is already displayed.
    3. The History tab shows a history of all modifications to the selected project or task.
  4. Select
    Expand Plus
     next to an item to expand it and view additional information.
note
For clients' records, time & expense entries, projects, and tasks, you can expand the lower pane to create a larger viewing area for historical information. Place your cursor between the 2 panes until it turns into a double-sided arrow, then select and drag upwards.

This article applies to:

  • Product: Practice CS
  • Subject: Setup