Steps in the screenshots correspond to the numbers in the headings.
The Job Plan History Screen keeps track of all the events that happened to the Job Plan from the time of its creation. You can see when changes were made, who made the changes, and the old/new values for any given field.
In our example, we will show the revision history of a site Job Plan.
1. From the Planner Portal, click on Job Plans.
2. The Job Plan we want to use is visible in the grid, so there is no need to search.
If searching was needed, you could use the filters to find the Job Plan you are looking for.
3. Click on the three vertical dots at the end of the line.
4. Choose Edit Job Plan.
5. The Job Plan opens to the summary page.
6. Click on the History button.
- The only time this will be blank is when you are in the process of creating a new Job Plan.
- Once you have saved your work, the history screen will begin to populate.
7. The total number of events are listed at the top of the value.
Fields contained in the History Tab are as followed:
- Date: Date that changes were made to the job plan (IE Jan 1, 2019.)
- Modified By: The first initial and last name of the user that made the change (ex. JSMITH.)
- Type: Type of change that was made. (This should be the field that was updated)
- Old Value: Displays the previous value of the field that was changed. (It will be blank for fields that previously did not contain a value.)
- New Value: Displays the new value of the field that was changed.
8. Filtering is possible when using the History Screen. Click on the funnel to bring up the filtering options.
9. The Date filter has a Start and End Date field, and allows you to choose from either an offset date or an exact date.
- The offset filter works in Days. As you want to go to the past, you would use a negative number.
- You do not have to enter both fields.
- In the example below I have entered starting thirty days in the past on the left vs. selecting a specific date on the right.
10. Modified By has filter options of Starts with, Ends With, Equals and Contains. You can enter any part of the name depending on which option you choose.
11. The table field is a good option to use if you are looking for a specific type of change. Simply select the option from check-boxes and only that option will be shown.
You can use a combination of the Table and Type filters to further narrow your scope. In the screenshot below, we have filtered for Table = Job Plan and Type Contains Skillset to see when a skillset was added.
12. The Type filter options include Starts with, Ends With, Equals and Contains. You might use this if you wanted to see where we were making sure the step had the active flag checked.
13. Old Value filter options include Starts with, Ends With, Equals and Contains. Keep in mind, there is no way to search for "blank", so if you were wanting to see when a value was set for the first time (aka the old value was blank) the best way to do this would be to use your other filters and then sort the results by clicking on the header.
14. New Value has the same options: Starts with, Ends With, Equals and Contains. An example of when this would be useful would be if you know you changed the name on the Job Plan. You would search for the new name as part of the new value.
15. Of course, the Clear, Cancel and Apply buttons work the same as they do in all other filter applications in the portal.
- The filters will stay active until you hit the funnel icon again and hit clear.
- If you have typed something in error or do not want to save your changes, hit cancel
- To accept your changes, hit apply.
16. Once you have finished reviewing the history, you can return to the Job Plan Grid by clicking on the button at the bottom or the red X at the top of the screen.
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