History
The History tab in the Planner module tracks a chronological log of user actions related to files within a planning record. It provides transparency, traceability, and audit readiness across the planner’s lifecycle. In planner workflows it is the primary audit trail for document handling on the plan; field-level changes such as budget targets, option counts, or style assignments may be reflected in other history or audit views depending on your site configuration.
This section captures every file-level interaction, such as uploads, downloads, and edits. It’s useful for reviewing document handling, confirming approvals, and supporting internal or external audits.
Columns
| Field | Description |
|---|---|
| Date | Timestamp of when the action occurred. |
| Action | Type of interaction (e.g., Upload, Download). |
| Items | The specific file or folder affected. |
| Value From | Source context, such as workflow stage or document category. |
| User | Person who performed the action. |
Features
- Search and Filter – Narrow down history entries using keywords, file names, or usernames.
- Download Tracking – Identify who accessed or downloaded key documents.
- Audit Ready – Ensures all file-related activity is logged for compliance and review purposes.
Tips
- Use the search and filter functionality to quickly locate document interactions tied to specific approvals or critical file updates by entering keywords, dates, or usernames.
- Review the User column to track ownership and accountability for each action, which is particularly useful when investigating document access patterns or preparing audit reports.
- Export or screenshot the history log when needed, as this immutable record cannot be manually edited and is preserved for audit integrity and compliance requirements.
In this example, uploads, downloads, and file views are logged with user attribution and contextual metadata, providing a complete audit trail of file activity.