Viewing Entity Activity Logs

Use the Customer, Vendor, and User Activity Log Viewing screens to view trackers and other log entries that are assigned to these entities and stored in their activity logs.

The activity log viewing screens for each entity type have the same format. From this screen, you can view and edit the trackers stored in the activity log.

Note: You must be authorized to access activity logs other than your own. You must also be authorized to view and edit trackers submitted by other users.

To view an entity activity log:

  1. Display the activity log viewing screen in one of the following ways:

  1. In the Cus Name, Ven Name, or User ID field, enter the entity's ID.

  2. In the End Dt field, press Enter to view trackers that have an expected date less than or equal to the currently displayed date. You can change the date.

The trackers display in date and time sequence, with the most recent trackers listed first. The screen displays the following information for each log entry:

Field

Description

User ID

User ID of the person who assigned the tracker to this activity log.

Date

Date the tracker was created.

Time

Time the tracker was created.

Comment

Text of the original comment appended to the tracker or text of the log entry the system created.

Note: This field displays when you select the Comment view. This is the default.

Problem/Solution

Text of the tracker's problem and solution comments or text of the log entry the system created.

Note: This field displays when you select the Problem/Solution view.

 

Note: If the Default Customer Activity Source In A/R Inquiry control maintenance record is set to COLLECT, the system uses this default as the selection criteria for viewing the entries in the customer activity log.

  1. Use the following hot keys, as needed:

Hot Key

Function

View

Displays a list of entity, product, tracker, and order IDs referenced in the tracker. From the list, select an ID to view the associated record or transaction.

Edit

Displays a list of entity, product, tracker, and order IDs referenced in the tracker. From the list, select an ID to edit the associated record or transaction.

Sel

Displays a screen, where you can enter tracker selection criteria.

Note: You can use this hot key before or after populating the log viewing screen.

New

Displays the Call Tracking Entry screen, where you can create a tracker assigned to this activity log.

The system populates the name, security level, and date, and assigns a tracker number to the item.

Edit Itm

Displays the Call Tracking Entry screen in edit mode for the tracker on which the cursor is positioned.

App

Displays the Append Message screen, where you can append a comment to the tracker on which the cursor is positioned.

Expand

Changes the view to show the expanded text in the Comment or Problem/Solution column for each tracker.

Synop

Changes the view to show only the first line of text in the Comment or Problem/Solution column for each tracker.

JobQ

Displays the User Job Queue Viewing screen, where you can view your job queue.

Chng View

Changes the screen view to display one of the following columns on the right side of the screen:

  • Comment

  • Problem/Solution

  1. After you have finished working with the trackers, press Esc to exit the screen.

See Also

Activity Logs Overview

Viewing Maintenance Logs