History
The History widget provides a complete, chronological audit log of every action taken within a claim record. It offers full visibility into who did what and when, ensuring traceability for compliance and internal reviews. This feature maintains an immutable record of all claim activities, from initial creation through to final resolution, creating a comprehensive audit trail that supports accountability and transparency.
The History feature captures every action performed within a claim as a separate, timestamped entry. Each entry includes critical details such as the date and time, the type of action, the specific item or field affected, the values before and after the change, and the user responsible. This comprehensive logging ensures that no activity goes undocumented, making it an essential tool for maintaining transparency, resolving disputes, and meeting compliance requirements. The history log cannot be edited or deleted, providing a reliable, permanent record of the claim's lifecycle.
Quick Check - Before You Start
- Open the History widget on the claim you need to audit; entries are read-only and cannot be edited or deleted.
- Have a rough idea of the action type, user, or keyword you are looking for so you can use search and filters effectively.
Core History Information
These details are automatically captured for every action performed within the claim, providing complete context for each entry.
| Column | Description |
|---|---|
| Date | The exact date and time the action was recorded, displayed in a standardised format for consistency across all entries. (System-generated) |
| Changed By | The team member who performed the action, displayed with their name for accountability. This ensures every change can be traced back to the responsible party, providing clear user attribution for audit purposes. (System-generated) |
| Action | The type of action performed, such as Create, Update, Comment, Status Change, File Upload, File Delete, or Member Added. This categorises the nature of the change for easy identification and filtering. (System-generated) |
| Items | The specific field, file, document, or item that was involved in the action. This pinpoints exactly what was modified or affected by the change, providing context about which part of the claim was altered. (System-generated) |
| Value From | The state of the data before the change was made. This shows the original value or condition, providing context for understanding what was modified. For new items, this field may be empty or display "N/A". (System-generated) |
| Value To | The state of the data after the change was made. This shows the new value or condition, clearly indicating the result of the action. This before-and-after view makes it easy to understand the impact of each change. (System-generated) |
History Management Features
These features help you navigate, search, and analyse the history log efficiently.
| Feature | Description |
|---|---|
| Search Functionality | Use the search bar to quickly locate specific entries by keyword, user name, action type, or item name. The search filters results in real-time, making it easy to find relevant entries without scrolling through the entire log. (Available to all users) |
| Filter by Action Type | Filter the history log to show only specific types of actions, such as status changes, comments, file uploads, or member additions. This helps isolate particular categories of activity for focused review. (Available to all users) |
| Filter by User | View all actions performed by a specific team member. This is useful for reviewing an individual's contributions or understanding their involvement in the claim. (Available to all users) |
| Chronological Display | Entries are displayed in reverse chronological order (newest first), making it easy to see the most recent activity at a glance. The timeline format provides clear visual context for the sequence of events. (System-generated) |
| Export Capability | Export the complete history log for external analysis, reporting, or archival purposes. This supports compliance requirements and enables detailed review outside the system. (Available to administrators) |
Audit and Compliance Features
These features ensure the history log meets audit and compliance requirements.
| Feature | Description |
|---|---|
| Immutable Record | History entries cannot be edited or deleted once created, ensuring the integrity of the audit trail. This prevents tampering and maintains the reliability of the historical record. (System-enforced) |
| Complete Activity Log | Every action within the claim is automatically logged, including status changes, comment additions, file uploads and deletions, member additions and removals, date modifications, and field updates. Nothing is omitted from the audit trail. (System-generated) |
| Timestamp Precision | Each entry includes precise date and time information, enabling accurate timeline reconstruction for compliance reviews or dispute resolution. (System-generated) |
| User Attribution | Every action is attributed to the specific user who performed it, providing clear accountability and enabling traceability for compliance audits. (System-generated) |
| Audit-Ready Format | The history log is presented in a standardised format that is ready for internal or external audits, with all necessary information clearly displayed and easily accessible. (System-generated) |
Best Practices
- Review History Regularly: When taking over a claim or reviewing its progress, start by checking the history to get a quick summary of what has happened so far. This provides immediate context and helps you understand the current state.
- Use for Dispute Resolution: If a dispute arises, use the history log as a single source of truth to validate timelines and actions. The immutable record provides reliable evidence for resolving conflicts.
- Filter to Find Information Fast: Instead of scrolling through the entire log, use the search and filter functions to isolate specific events, such as all status changes or all comments made by a particular user. This saves time and improves efficiency.
- Export for Reporting: Use the export functionality to create reports for management reviews or compliance documentation. The exported data can be used for analysis or archival purposes.
- Monitor Recent Activity: Check the history log regularly to stay informed about recent changes, especially when multiple team members are working on the same claim. This helps prevent duplicate work and ensures coordination.
Important Notes When Using History
Immutable Record: History entries cannot be edited or deleted once created. This ensures the integrity of the audit trail but means you cannot correct mistakes in the history log itself. If an incorrect action was performed, it will remain in the history, though subsequent corrective actions will also be logged.
Complete Activity Logging: All actions within the claim are automatically logged, including those performed by system processes or automated workflows. This ensures complete transparency but may result in a large number of entries for active claims.
User Attribution: Every action is attributed to the user who performed it. Ensure team members understand that their actions are permanently recorded and attributed to them for accountability purposes.
Search Limitations: While the search function is powerful, it searches across all fields in the history log. For best results, use specific keywords or combine search with filters to narrow down results.
Performance Considerations: For claims with extensive history, the log may take a moment to load. Use filters to reduce the number of entries displayed and improve performance.
Compliance Requirements: The history log meets standard audit and compliance requirements, but ensure your organisation's specific requirements are met by reviewing exported logs periodically.
Related Actions
- Add Claim Comments
- Enter Claim Dates
- Delete a Claim
- View Claim Documents
- Add Claim Files
- Add Claim Members
- View & Upload Claim Preview Image
- Change Claim Status
Troubleshooting
Why can’t I edit or remove a history entry?
History is immutable by design. Incorrect actions remain visible; add a follow-up change or comment if you need to correct the record of what happened. Subsequent actions will appear as new entries.
Search returns too many rows—how do I narrow results?
Combine the search box with Filter by Action Type or Filter by User. Use specific keywords (field names, file names, or user names) rather than very broad terms.
The history list loads slowly—what can I do?
Very active claims generate many entries. Use filters to reduce what is on screen, or export (if you are an administrator) for offline review instead of scrolling the full log in the browser.