Business role history
The Web Portal allows you to display historical data of business roles.
To do this, you have the following options:
Table 86: Historical data
Events |
Shows all events relating to the business role, either on a timeline or in a table (see Displaying business role history). |
Status overview |
This shows you an overview of all assignments. It also shows you how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between (see Displaying the status overview of business roles). |
Status comparison |
You can select a date and display all the changes made from then until now. This also shows you what the value of the property was at the selected point in time and what the value is now (see Comparing statuses of business roles). |
Displaying business role history
To track changes, you can display the history of business roles either on a timeline or in a table.
To display the history
-
In the menu bar click Data administration > Data Explorer.
-
In the navigation, click Business roles.
-
On the Business Roles page, click the business role whose history you want to display.
-
In the Edit Business Role side panel, click on the History tab.
This displays the timeline on the History tab.
-
(Optional) To limit the events displayed on the timeline, you can perform the following actions:
-
To limit the events to a specific time period, use the From and To fields to specify a time period for the history to display.
-
To limit events to one specific type, click (Filter) and, next to the relevant type, select the check box.
TIP: To select a date from the calendar, click (calendar).
NOTE: If the From field is empty, the time at which the business role was created is used. If the To field is empty, the current time is used.
-
(Optional) To display the history in a table, click Show as table.
-
(Optional) To reload the history, click Refresh.
Displaying the status overview of business roles
You can display all the changes that affect business roles. You can also display how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between.
To display the status overview
-
In the menu bar click Data administration > Data Explorer.
-
In the navigation, click Business roles.
-
On the Business Roles page, click the business role whose status overview you want to display.
-
In the Edit Business Role side panel, click on the History tab.
-
On the History tab, select Status overview from the drop-down.
Comparing statuses of business roles
You can compare the current state of a business role with its state at another time.
To compare statuses
-
In the menu bar click Data administration > Data Explorer.
-
In the navigation, click Business roles.
-
On the Business Roles page, click the business role whose status you want to compare.
-
In the Edit Business Role side panel, click the History tab.
-
On the History tab, select Status comparison in the drop-down.
-
In the date field, select the date and time from which you want to start the comparison.