Skip to main content
Conga Support

Viewing a Role's History

An Administrator can view a history of the changes that have been made to any of the user roles that have been added to Novatus Contracts. The history of a role not only lists the change(s) that have been made, but also the date of the change and the user who made the change.

image050.png

A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Roles to display the Roles browse screen.

Note: If the Roles link is not in your Admin menu, you do not have the permissions to use this feature.

B

Role records

Locate the role whose history you want to view, and click on the role record to display its Role Profile.

image061.png

C

View History button

Click to display a screen showing each change that has been made to the Role Profile, including the original value and the updated value, as well as the date for each change and the user who made the change.

image062.png

D

History records

View the changes that has been made to the role.

Note: A change has been made if there is information in the Original Value column for a field. The new value for the field is displayed in the corresponding Updated Value column.

E

Sort option

Click on any column heading to select it, and then click on the arrow icon to display the Sort/Column menu. Click on Sort Ascending (A-Z and 0-9) or Sort Descending (Z-A and 9-0) to sort the data in that column

Note: You can also quickly sort the data in a column in ascending or descending order by clicking (toggling) on the column heading.

F

Column Display option

Click on the arrow icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

G

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.
  • Was this article helpful?