Template History Tab

The History tab provides a listing by date of changes made to a form or task. Not all changes made to a template are shown in the history tab.

Each time a form or task is updated and saved a new entry is created. Each change constitutes a new line item on the History tab.

As with other InEight features, data in these columns can be filtered or sorted on this tab.

For auditing purposes and to meet ISO requirements, changes to both Form and Task templates are recorded with date and version history.

The following step-by-step shows you how to view user history in templates.

Step by Step — View User history in templates

1. In the module landing page, select Templates Manager, and then select Forms or Tasks.

   In this example, select Forms.

   

2. Select a form, and then select the History tab.