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Events Tracked by the Change Log

Details of the change log explained and how to access the change log.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated yesterday

The change log keeps an updated record of the changes that are made to a process, value stream, managed document, activity, decision, process link, attachment, future state, alternate path/ loopback, user, role and company. These updates can be made on process level or by using the bulk change feature.

The entries that appear in the change log allow users to see a description of the changes, who made the changes, and what date and time the changes were made.

A change log can be found when editing an item. Select the Change Log tab.

The following actions is recorded in the change log:

Processes, value streams and managed documents

  • Process created

    • Activity converted to process

  • Process updated

    • Update title

    • Update objectives

    • Change owner

    • Add/remove tags on process level

    • Update group

    • Update review cycle

    • Update review date

    • Add/remove business continuity

    • Change to private/public

  • Process published

  • Owner change

  • Status change to offline

  • Approval requested

  • Approval request overridden

  • Approval request declined

  • Approval request approved

  • Process created from 'Convert to Process' on activity

  • Author added/ removed/ updated

  • Expert added/ removed/ updated

  • Informee updated

  • Un/associating process to managed document

  • Un/associating managed document to managed document

  • Un/associating managed document to process

  • Future state created

  • Current state copied to future state

  • Future state deleted

  • Reinstating a process from history

  • Importing a process from the library

  • Transfer internally

  • Duplicate

  • Setting primary stakeholders

  • Removing primary stakeholders

Task/Note/Attachment

  • Manually created

  • Generated with AI (bulk included)

  • Future state created

  • Reinstating history

  • Import from library

  • Move item to a new activity

  • Transfer

  • Duplicate

  • Convert to process

  • Convert to activity

  • Title updates

  • Publish future state

Gateways

  • Gateway creation

  • Update gateway type

  • Add a gateway label

  • Change a gateway label

  • Remove a gateway label

  • Add a row label

  • Update a row label

  • Remove a row label

  • Add a new node to a gateway

  • Remove a node from the gateway

  • Add endpoint to a node (on node change log)

  • Remove endpoint from a node (on node change log)

Attachments

  • Attachment created

  • Attachment updated

  • Owner change

  • Transferred with a process or value stream

Company

  • Company created

  • Company deleted

  • Description updated

  • Process limit updated

  • User limit updated

  • Subscription type updated

  • Email domains updated

  • Settings assigned/revoked

  • Permissions assigned/revoked

  • SSO assigned/revoked

  • Update to process acknowledgement message

User

  • User created

  • User deleted

  • Associated company changed

  • Email updated

  • Status updated

  • First name updated

  • Last name updated

  • Expiry date updated

  • Available companies updated

  • Roles assigned/revoked

  • Claim assigned/revoked

  • Permissions assigned/revoked

  • Status enabled/disabled

Role

  • Role created

  • Role deleted

  • Description updated

  • Type updated

  • Associated company updated

  • Status updated

  • Selectable updated

  • Cost per hour updated

  • Display colour updated

  • Associate role parent

Activity

  • Created

    • Import from Laserfiche

    • Import from Excel

    • Import from AI

    • Converting a task to an activity

  • Duplicating

  • Convert to process

  • Update

    • Title

    • Role

    • Activity type

    • Add tags

    • Update tags

    • Remove tags

    • Add loopback

    • Update loopback

    • Remove loopback

    • Add loopback description

    • Change positions of loopback

    • Change loopback line type

  • Branches

    • Creating a branch

    • Adding a node to a branch

    • Removing a node from a branch

    • Changing connector positions

    • Moving a node from one branch to another (created change log is added to the node)

    • Changing the order will update the connectors in the change log

Decision

  • Created

    • Convert an activity to a process

  • Duplicating

  • Update

    • Title

    • Role

    • Attached node type

    • Pathway

    • Positions

    • Line type

Process Link

  • Created

    • Convert an activity to a process

  • Duplicating

  • Update

    • Process linked

    • Role

    • Process link type

    • Add loopback

    • Update loopback

    • Remove loopback

    • Add loopback description

    • Change positions of loopback

    • Change loopback line type

  • Branches

    • Creating a branch

    • Adding a node to a branch

    • Removing a node from a branch

    • Changing connector positions

    • Moving a node from one branch to another (created change log is added to the node)

    • Changing the order will update the connectors in the change log

For more information on where to find the change log please use the following links:

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