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Conga Support

Viewing a User's History

An Administrator can view a history of the changes that have been made to the User Profile for each individual user of the Novatus system. The user history also provides the date the user was added to the system, along with the dates the user was disabled or re-enabled, if applicable.

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A

Navigation Toolbar

Click on Admin to display a menu, and select Users to display the Users browse screen. The default view is active users.

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

B

User Status list

Change the default view from Active Users to All Users in the list. This view allows you to view both active user records (displayed in black text) and disabled user records (displayed in gray text).

C

User records

Locate the user whose history you want to view, and click on their user record to display their User Profile.

D

Search option

To quickly locate a user, enter the first few letters of their first or last name (or other identifier) in the Search field, and click the icon. To clear the filter, click on the icon.

Note: Use the Search Filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

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E

View History button

Click to display a History screen.

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F

Updated Value fields

View the changes made to the User Profile.

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.

G

Column Display and Sort options

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.

Note: To sort the information in a column, click on Sort Ascending (A-Z and 0-9) or Sort Descending (Z-A and 9-0) in the Sort/Column menu. You can also quickly sort the data in a column in ascending or descending order by clicking (toggling) on the column heading.

H

Back button

Click to return to the Users browse screen.

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