🎓 Creation to completion

Worksheet history

Wouldn't it be useful to know what events have happened on a worksheet? In comes History! Check the History tab to see a log of the events that have taken place on a worksheet, outlining the action performed, who performed it, and when.

worksheet history

The history logs the following actions:

  • Change of status
  • Change of values
  • Change of details
  • Exclude/include worksheet
  • Added/modified/deleted entry
  • Attached/detached a file from an entry
  • Checklist resolved/unresolved
  • Checklist marked as applicable/not applicable
  • Journal created, updated, voided

Once an action occurs, it will be immediately logged in the history.

history updating

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Creating a client query for a worksheet