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History
The History form displays all the actions that have taken place on a document file within the system. The History form also includes a link to each specific Activity View, Note, eForms Manager Attachments and/or Vendor Invoice to which the document is attached.
Accessing Document History
To launch the History form, click the Document History icon. Document History appears in the My Documents tab in the User Center, and in the Documents tab in all other centers except Financial and Sales. It also appears in the Results grid of the Doc360 Search form.
See the Security Group Setup topic for more information about authorizing access to this icon.
Document History Grid
The default grid organization by date, with the first row representing the most recent transaction. You can reorganize the grid by clicking on the header row of any column.
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Column
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What is this?
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Date
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The date that the transaction occurred.
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Action
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The action taken on the document within the system (e.g., "Attached to vendor invoice").
If the Action refers to an attachment to a Note or Activity, then this field is a link to either the Activity View, Note, eForms Manager Attachments , or Vendor Invoice to which the document is attached. (A link appears only if you are authorized to view the Activity, Note, eForms Manager , or Vendor Invoice.)
The eForms Attachment link opens eForms Manager, highlighting the attachment in the form tree.
If an was involved in the Action, then the action's success is not implied or guaranteed. For example, if the Action field says "Emailed," this means that the document was attached to an email message in MS Outlook® . However, you must check within your Outlook application to verify that the message was sent successfully.
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Description
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System description detailing the transaction.
Example:
If the Action is "Update," then the description might be "Status changed from Unprocessed to Processed" or "Doc Type changed from blank to Reinstatement."
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By
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The name of the employee logged onto the workstation at the time the transaction was entered.
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To
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First and last name of the employee to whom the document was assigned, if applicable.
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EnteredDate
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The date that the grid row was created. In most cases, this will be the same as the Date.
Some converted files may have a different date.
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Document 360 Show Me's
What's Next?
To learn more about working with documents in AMS360, see the topic Workflow: Work with Doc360 Documents. For general information about the Doc360 document management system, see the topic Doc360 - An Overview.