Documentations

Using the Action Tracker

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Introduction

The Action Tracker is a simple way to consult all the creation, deletion and update operations carried out on a Partner, Site or Client.

This document explains how to read and use the Stock Tracker.

Presentation of the Follow-up Actions

Action tracking is available for user accounts with the RPC_ADMIN or SIG_ADMIN role.

Position yourself on a company for which you want to see the latest changes.
Navigate in Administration > Application > Action follow-up.

ServiceNav Action Tracking.

Each line corresponds to an action and is presented in the same form:

  • Date: date of execution of the action.
  • Type of action: type of action that has been performed. Create, delete, update, execute.
  • Object: element on which the action is focused. Can be a piece of equipment, a unit service, a service model, a maintenance, a contact, etc.
  • Title: name of the element.
  • Author: user account that performed the action and its associated email address.
  • At the end of the line, a blue icon on which to place the mouse. Gives more details about the action.

Types of action

The types of actions are mainly creation, the deletionthe update (modification) of an element and theexecution of the configuration (application of the configuration).

  • Creation: creation of an element.
  • Update: modification of a control point parameter, equipment name change, etc.
  • Deletion: deletion of an item.
  • Execution: Application of the configuration.

The information bubble ServiceNav-informationallows you to have additional details, especially regarding the action performed.

For action:

 

ServiceNav-for-action

Detailed information:

ServiceNav-detail-info-action

The Subject explicitly describes the action performed.

Use the filters

It is possible to filter the actions to make the search more relevant and save time.

servicenav-usage-filters

  • Item Name: name present in the Title field. To search for actions performed on a specific piece of equipment or service unit.
  • Period: leave empty if you don't want to filter.
  • Object: to search for actions performed on a specific type of object: box, equipment, maintenance, etc..
  • Personalized date: time interval in which the actions performed are visualized.
  • Action type: filters the type of action.

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