Using History Widget

Repository

Overview

History Widget helps you:

  • Track any modification/progress of an artifact.
  • Check the review and audit-related information of an artifact.

This article explains the History Widget and its various features.

History Widget consists of four tabs:

Recommendations

We recommend you go through the Detail Editor article before proceeding with this article by clicking here.

Opening History Widget

You can open the History Widget from the Widgets panel of an artifact’s Detail Editor.

Screen Showing different tabs of the History widget

Let’s know more about each tab in the History Widget.

Version History

You will find the version history of any artifact in the Version History tab of the History Widget.

ONLINE HELP

For more information, see Comparing Versions.

Approval History

When an artifact is sent for review, you can track its review progress using the Approval History tab. For more information about sending an artifact for review, see here.

  • You can access the Approval History tab from within the History Widget tab in the Detail Editor of an artifact.

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  • Approval History will show all the details related to the review of each review request and its status. You can expand/collapse the review request.

Approval History tab includes the following information:

Column Name

Description

Review Gate

This column displays the Review Gate used for sending the Review Request. To learn more about Review Gates, click here.

Reviewer

The column displays the names of reviewers to whom the review request was sent.

Review Status

This column displays the status of the review request, i.e., either Approved, Pending, Needs Revision, etc., by a reviewer.

Review Date

This column displays the date on which a reviewer completed the review.

Digital Signature Verified?

This column displays whether the Digital Signature of the reviewer has been verified or not.

Sent from Packages

This column displays the package from which the review was sent to the reviewer. To learn more about the Review Package, click here.

Record Type

This column displays the type of review request that the author has sent to reviewers, such as:

  1. Approval Requests
  2. For Your Information Requests (FYI Requests)

Requested By

This column displays the name of the author, i.e., the user who sent the artifact for review.

Request Date

This column displays the date on which the artifact was sent for approval.

Audit Log

Audit Log tab in History Widgets documents every change to an artifact in detail.

This allows you to go back and view which team members made the changes, what the changes were, along with the timestamp. Activities performed are listed in descending order according to their modification date and time.

  • You can access the Audit Log tab from within the History Widgets tab in the Detail Editor of an artifact.

Use the Audit Log tab to perform internal checks and ensure compliance.

  • By default, the system shows newer and older logs are hidden. To see all audit logs, click Show All Audit Logs.

 

Workflow History

Workflow History displays the complete lifecycle of an artifact in a diagrammatic format.

It provides a state history of an artifact’s overall progress since its inception. It also provides details such as in which state the artifact was assigned, updated by, and updated date.

It also can show possible future states that an artifact can progress into, provided that the Enforce State Transition Rule is turned ON. However, this feature is available only in TopTeam Desktop App.

  • You can access the Workflow History tab from within the History Widgets tab in the Detail Editor of an artifact.

Use the Workflow History tab to monitor the current state and verify the completed states of an artifact.

  • You can view the diagrammatic format of the complete lifecycle on full screen.
  • You can also click Export to Image to save the workflow history as an image.


See Also

Using Detail Editor

Revised: November 10th, 2023