Workflow Assessment History

Viewing the history of an assessment is a useful feature that enables you and your team to get a complete view of the changes that have been made to a workflow assessment and who has viewed the workflow assessment. This enables you and your team to have a complete understanding of the context around the current state of the assessment and how it has progressed over time.

History may also be required by your organisation for compliance purposes.

• View who created the assessment and when.
• View which fields were changed, who made changes to each field and when.
• View which stages were changed, who changed the stages and when.
• View changes to the status, who changed the status and when.

Viewing workflow assessment history is super easy and is available on all workflow assessments.

1. Navigate to the Assess option on the left hand app menu.
2. Click on an assessment record.
3. Click on the History icon on the right hand side of the assessment record.

There are currently no settings associated with workflow assessment history. History is always available when viewing a workflow assessment by clicking on the History icon on the right hand side of the page.