Action history records and displays a log of events made in Severa. Specific actions are logged and are displayed with the date and time the change occurred, what was changed and the person who changed it. Events are listed in reverse chronological order.
All organizations are able to view changes made to users, absences, contacts and report exports from Severa.
- Changes to users, absences and report exports can be viewed from the top navigation Settings > Action history.
- Changes to contacts can be viewed from the Action history tab on contact details.
Action history is available in Enterprise-version of Severa. When enabled, you can report changes made to projects and invoices.
When you have administrator permissions, Action history is visible in the Reports > Report creation > Administration view. By default, all changes made on the current day are listed with the latest changes on top. You can narrow down the search results by selecting the object type, change target, changed by, and time frame.
You also have the possibility to choose the values shown on the report. As default, all values are selected. Click the Select values button to remove or change the order of result columns. You can save the report if you have made changes to it. Saved reports can be found in the Report gallery. The report can also be set as a favorite, added to the dashboard, and exported as an XLS or CSV file.
You can save reports for personal use only. There isn't a possibility to share these reports to others.
Changes to users, absences or report exports can be viewed from the Reports > Report creation > Administration section.
Changes to a specific sales case or project can be viewed using the Action history option in the three dots menu on sales case and project. The option is shown for users with financial rights to projects (for example project manager with rights to financials). When you access the view, all changes made to that project are listed as default. You have the option to narrow down the results using the filters found on top (Change target, Changed by and Time frame). You can also export the data as XLS or CSV file.
Changes to a specific contact can be viewed using the Action history tab under contact details. The tab is shown for users with view rights to customers. You have the option to narrow down the results using the filters found on top (Change target, Changed by and Time frame). You can also export the data as XLS or CSV file.
Changes to a specific invoice can be viewed using the Action history tab under invoice. The tab is shown for users with financial rights to projects (for example project manager with rights to financials). You have the option to narrow down the results using the filters found on top (Change target, Changed by and Time frame). You can also export the data as XLS or CSV file.
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