NetResults Tracker Help
Record History

Tracker keeps a history of all operations which modify a record. This history allows you to keep an audit trail of which individuals worked on a particular record, when they worked on it, and what type of operation was done to modify the record.

To view the Record History for a particular record:

  1. Login to the workgroup
  2. Click on the View icon and enter the number of the record you wish to see.
  3. If you are allowed to view the history, it will be displayed at the bottom of the view page under the heading Record History.

You can also run specific queries over the record history to obtain statistics, such as the number of records that underwent a particular state transition within a particular time period. To run a history query, use the History icon located in the Button Bar.

To run a Record History query:

  1. Login to the workgroup
  2. Click on the History icon.
  3. If you've run a History search during this login session, the search criteria of your last search will be displayed. Or, if you have not run a history search since you've logged into Tracker, the Action Date will be set such that history entries from the last 2 weeks will be returned in the search results. Click on the Clear button (if you wish to remove the Search Criteria and Report Options selections from previous History operations). Then, select the criteria for your search using the Search Criteria and Report Options sections which are described below.
  4. Click on the Run Query button.
  5. The results will be displayed. When the preference Exclude Time From Reports is enabled, any date information in the history results will not include time information. To view a record which is referenced in the results, click on the record number listed in the PRN (Record Number) column. This will display the View page of the record you selected. Clicking on any underlined column heading will re-sort the results by the field in that column in ascending order. Clicking on the same column heading a second time will re-sort the results by the field in that column in descending order.

    Please note:

    • When the preference Exclude Time From Reports is enabled, the history results will still be sorted using the time information in date fields even though the time information is not displayed.
    • When PRN (Record ID) is selected for one of the Sort By fields, the records will be ordered according to the numeric component of the PRN (Record ID) field. The short name of the form will not be used as part of the sorting when PRN (Record ID) is selected. For example, let's say you have PRNs "REC1" and "REC2". The sorting will be done using "1" and "2", ignoring the "REC".
    • When a Release Number type field is selected for one of the Sort By fields, the records will be ordered by the actual values of the option menu items in the field (not by the order property set for each option menu item by the Tracker Administrator)

The results of a History query can be printed by clicking on the Print link on the page where the History Query results are displayed. If there are a large number of entries that match your search criteria, it may take longer to generate the results for printing. When the preference Exclude Time From Reports is enabled, time information will not be included (only the date) when printing the history results.

The results of a History query can be exported to a *.CSV file (comma separated values format) by clicking on the Export link on the page where the History Query results are displayed. When the preference Exclude Time From Reports is enabled, time information will not be included (only the date) when exporting the history results.

Search Criteria

When running a History Query, the following options are available for defining search criteria:

The following table lists the actions documented by the record history with a description:

Action Description
ADD The record was added to the database
ATTACH_ADD An attachment file was added to the record
ATTACH_DELETE An attachment file on this record was deleted
ATTACH_EDIT An attachment file on this record was edited
CLONED_AS Another record was cloned from this record
CLONED_FROM This record was cloned from another record
DELETE The record was marked as deleted
EDIT The record was modified while using the Edit operation
SCC_ADD A source code file was added to this record
SCC_DELETE A source code file on this record was deleted
SCC_EDIT A source code file on this record was edited
TASK The record was modified while using the Task operation
THREAD_DELETE A discussion thread was deleted
THREAD_START A discussion thread was started

Report Options

The following options are available to customize the content included in the report results:




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