OrgChart Now Help Guide

Activity Log

Audience:

Audience: Any User Edition: Enterprise & Premium

Overview

The Activity Log allows you to track all the changes that have been made to a plan. Reference the Updating Plans topic for more information on how to make changes to a plan.

Accessing the Activity Log Panel

  1. If you are not currently in the planning mode, you will need to open or create a plan. Reference the Plan Explorer topic for more information.

  2. Click on the Activity Log tab. If the Activity Log tab is not shown click on the arrows_to_the_left_to_open_dashboard.png button (on the right side of the screen).

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Summary Mode

The Summary Mode groups changes by type (Add, Change, Comment, Delete, Move). Clicking on the row associated with an update shows additional information about the update (at the bottom, in the Details panel) and navigates to the associated change in the org chart.

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History Mode

The History Mode groups changes based on when the changes were made. Clicking on the row associated with an update shows additional details about the update (at the bottom in the Details panel) and navigates to the associated change in the org chart.

Timeline Mode

The Timeline Mode groups changes based on effective date. Clicking on the row associated with an update shows additional details about the update (at the bottom in the Details panel) and navigates to the associated change in the org chart.

Note

Note: The Timeline Mode option is only shown if effective dating is enabled. Reference the Plan Explorer article for more information on enabling effective dating.

Additional Options

The following additional options are available in the Activity Log panel.

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Display and Export options:

  • Show Details – Shows when and who made a specific update. Only applicable to the History Mode.

  • Export to Excel – Create an Excel document containing a summary of all changes made to a plan

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Minimize the Details panel.

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Display the Details panel.

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Modify or Revert the selected update.