 |
|
|
| User Guide Contents |
|
If the optional Record Archiving feature has been installed on your system, CATSWeb can display records with changes highlighted. A change is defined as a difference between the record version being viewed and the immediately prior version of the record. To view the highlighted version of a particular record, use the Highlight Changes link. The Normal View link reverts the display back to normal, non-highlighted mode. When a record is being viewed with changes highlighted, a View All Prior Field Values link is made available. Viewing Highlighted Changes When a record is displayed in form view, prior field values are highlighted and displayed above the current field values. If a field had no value in the prior version, "{No Value}" is used. When records are displayed in a table view listing (ex: Links and Subform records), the entire record is highlighted if it has been changed. The View Edit History link may be used to see the specific field value changes in these types of records. Signatures, Signature Requests and Affiliate Routings do not provide change highlighting since these record types cannot be directly modified by users. Change highlighting is also not used for archived Subform records, since the display or these records makes it easy to see the field value changes without highlighting. Viewing Prior Field Values When the View All Prior Field Values link has been clicked, and a record is being displayed in form view, CATSWeb includes and highlights all prior values of each field. A Prior Record Version Summary table is displayed above the record and serves as "road map" to the prior field values. The Reference column shows sequential reference designators such as [1], [2], [3] and these reference designators are used to mark the corresponding prior value in each field. The Archive ID column provides a link to each of the archived prior record versions. The View All Prior Field Values feature makes it easy to see who changed what, why and when. When child records such as Notes or File Attachments are displayed in form view, all prior values are shown, but reference designators are not included. This is because the changes to the child records were made at different times (and typically by different people and for different reasons) than the changes to the parent record. The Last Edit Date, Last Edit User and Reason for Edit fields on the Notes and File Attachments show who changed what, why and when. When child records such as Links are displayed in a table view listing, the entire record is highlighted if it has been changed (same behavior as when viewing highlighted changes). To see prior values of these records, click one of the Archive ID links in the Prior Record Version Table, or click View Edit History from the live record view, to view archived instances. Note that when viewing all prior field values for an archived record, only the values that existed prior to this version are shown. Values that existed in record versions after this version are omitted. To see all values that ever existed in the record, return to the live record and view all prior field values from there. Text Highlighting Configuration If the Full Text Search feature is installed, administrators may use the Text Highlighting section of Interface Preferences to configure how the highlighting is performed. If that feature is not installed, CATSWeb uses default values for text highlighting. |