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History

The History section is the audit trail for file and folder actions on a costing record, supporting compliance and traceability. Each line captures who acted, what changed, and the affected item in chronological order. Filters and search help you narrow long timelines when investigating uploads, downloads, or moves. It complements line-level cost changes by proving who touched quotation PDFs, breakdown spreadsheets, or other commercial attachments tied to unit price, freight, duty, and margin discussions. Commercial and audit teams use it when pricing disputes hinge on which document version was current at approval.

Costing History

History Log Fields

These fields appear in each history entry and describe the recorded action.

Field Description
Date Timestamp of the recorded action.
Changed By Name of the user who performed the action.
Action Type of interaction (e.g., Download, Upload).
Items The file or folder affected by the action.
Value From Source or context of the item (e.g., document type or workflow stage).
Value To The changes made in the item.

Core Features

These features help you navigate and utilise the history log effectively.

Feature Description
Table Flexibility Table columns can be customised for your preference.
Search and Filter Quickly locate entries by typing keywords or filtering b y column.
Download History View which users accessed or modified specific costing files.
Audit Ready Every interaction is logged, enabling straightforward auditing of costing documents.

Costing History Pop-up

Important Notes When Using History

History Retention: History logs are retained for a maximum of 180 days. Plan your audits and reviews accordingly, and export or document critical information before it ages out.

Search Scope: Search and filter operate on the currently loaded history. For large costing records, use specific keywords or column filters to narrow results.

Best Practices

Use Descriptive File Names: Encourage users to add clear, descriptive file names to make history logs more readable and easier to search.

Monitor Access Patterns: Regularly review download history to track document access trends and identify potential security concerns or workflow bottlenecks.

Plan for Retention: Be aware of the 180-day retention limit when planning audits or compliance reviews. Export or document important history entries before they expire.