Business role history
The Web Portal offers you the option to display business roles' historical data.
To do this, you have the following options:
Table 37: Historical data
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Events |
This shows you all the events that affect the business role, either on a timeline or in a table (see Displaying my business roles' history). |
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Status overview |
This shows you an overview of all assignments. It also shows 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 my business roles). |
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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 my business roles). |
Displaying business role history
You can select to display all events involving business roles on a timeline or in a table.
To display the history
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In the menu bar, click Responsibilities > Auditing.
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On the Auditing page, click Business Roles.
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On the Auditing - Business roles page, click the business role whose history you want to display.
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In the details pane, click Show details.
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On the overview page, click History.
This opens the History - <business role name> page (see History – Business role (page description)).
TIP: To navigate along the timeline, click in the pane and move the mouse left or right whilst holding down the left button.
To zoom in or out, turn the mouse wheel.
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(Optional) To filter the timeline of events, click Filter by and then one of the following:
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User: Searches for events or actions associated with the identity name given. Identities with entitlements and ownerships create changes, such as adding or removing properties. You can see these actions on the timeline.
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Change type: Only show events on the timeline with the selected change type.
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Date: Only show events on the timeline that took place in the given period.
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Properties: Only show events on the timeline with the selected properties.
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Display: Only show events on the timeline that match the search.
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Object: Only show events on the timeline about the selected object.
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(Optional) To switch to the table view, click Switch to table view.
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(Optional) To show more details about an event, perform one of the following actions:
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Click on the event in the timeline.
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In the table view, click the event and you will see the details in the details pane.
Related topics
Displaying the status overview of business roles
You can see 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
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In the menu bar, click Responsibilities > Auditing.
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On the Auditing page, click Business Roles.
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On the Auditing - Business roles page, click the business role whose status overview you want to display.
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In the details pane, click Show details.
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On the overview page, click History.
This opens the History - <business role name> page (see History – Business role (page description)).
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Click the Status overview tab.
Related topics
Comparing statuses of business roles
You can compare the current state of a business role with its state at another time.
To compare states
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In the menu bar, click Responsibilities > Auditing.
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On the Auditing page, click Business Roles.
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On the Auditing - Business roles page, click the business role whose state you want to compare.
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In the details pane, click Show details.
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On the overview page, click History.
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On the History - <business role name> page, click the Status comparison tab.
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In the date field, select the date and time from which you want to start the comparison.
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(Optional) To display the properties that have not changed since being created, deselect the box next to Display changed values only.
To compare the current status with the status at the time of a specific event
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In the menu bar, click Responsibilities > Auditing.
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On the Auditing page, click Business Roles.
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On the Auditing - Business roles page, click the business role whose state you want to compare.
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On the overview page, click History.
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On the History - <business role name> page, perform one of the following actions:
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On the timeline, click the event and then Compare.
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In the table view, click the event in the list and then in the details pane, click Compare.
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(Optional) To display the properties that have not changed since being created, deselect the box next to Display changed values only.
Related topics
