diff --git a/site/guide/reporting/_view-record-activity-overview.qmd b/site/guide/reporting/_view-record-activity-overview.qmd index 9884a359cd..d6a86f8eb3 100644 --- a/site/guide/reporting/_view-record-activity-overview.qmd +++ b/site/guide/reporting/_view-record-activity-overview.qmd @@ -9,6 +9,7 @@ The record **{{< fa wifi >}} Activity** page shows a history of activities for t - Updates to documents: documentation, validation reports, ongoing monitoring reports, or custom documents - Test results or metrics added via the {{< var vm.developer >}} - Artifacts added, updated, or removed +- Artifact field changes, including before and after values - User comment creation and replies on documents - Stakeholders added or removed - Workflow activity diff --git a/site/guide/reporting/view-record-activity.qmd b/site/guide/reporting/view-record-activity.qmd index 7e06020806..116a7baa04 100644 --- a/site/guide/reporting/view-record-activity.qmd +++ b/site/guide/reporting/view-record-activity.qmd @@ -69,6 +69,7 @@ Filter to narrow down record activity by category or specific values: Shows all events in a category: - **Logged Artifacts**[^6] — Artifacts logged on the record, by type.[^7] Only types of artifacts logged on the record will appear for selection. + - **Artifact Fields**[^artifact-fields-category] — Custom field changes on artifacts logged on the record, including before and after values. - **Logged Metrics**[^8] — Metrics over time logged on the record. - **Record Stakeholders**[^9] — Stakeholders added or removed from the record. - **Record Fields**[^10] — Inventory fields updated on the record *(label reflects current UI)*. @@ -81,6 +82,7 @@ Filter to narrow down record activity by category or specific values: Shows events for specific values in a category you select. Select a value key, then choose one or more specific values from the secondary dropdown: - **Logged Artifacts**[^15] — Artifacts logged on the record, by type.[^16] Only types of artifacts logged on the record will appear for selection. + - **Artifact Fields**[^artifact-fields-value] — Custom field changes on artifacts logged on the record, by artifact. Only artifacts logged on the record will appear for selection. - **Record Fields**[^17] — Inventory fields updated on the record. Only inventory fields populated on the record will appear for selection. - **Record Documents**[^18] — Updates made to documents on the record, including any logged test results from the {{< var validmind.developer >}}.[^19] Only documents with activity will appear for selection. - **Record Workflows**[^20] — Workflow activity on the record. Only workflows applied to the record will appear for selection. @@ -116,6 +118,8 @@ Filters persist in the URL, so you can share or bookmark a filtered view. [^7]: For example, selecting **Artifacts: Validation Issue** shows all validation issue artifact type events. +[^artifact-fields-category]: [Update artifacts](/guide/validation/update-artifacts.qmd#view-artifact-activity) + [^8]: [Work with metrics over time](/guide/monitoring/work-with-metrics-over-time.qmd) [^9]: [Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd#manage-stakeholder-types-on-records) @@ -134,6 +138,8 @@ Filters persist in the URL, so you can share or bookmark a filtered view. [^16]: For example, selecting **Artifacts: Validation Issue** shows a secondary selection for the names of validation issue artifact type events. +[^artifact-fields-value]: [Update artifacts](/guide/validation/update-artifacts.qmd#view-artifact-activity) + [^17]: [Edit inventory fields](/guide/inventory/edit-inventory-fields.qmd) [^18]: [Working with documentation](/guide/documentation/working-with-documentation.qmd) diff --git a/site/guide/validation/update-artifacts.qmd b/site/guide/validation/update-artifacts.qmd index 782d8b9874..831093e731 100644 --- a/site/guide/validation/update-artifacts.qmd +++ b/site/guide/validation/update-artifacts.qmd @@ -97,6 +97,36 @@ The default maximum upload size is 100 MB per file. The limit shown in {{< var v 4. Enter your comment and click **Submit** to save the comment. +## View artifact activity + +Changes to artifact fields are logged so that you can audit who changed which field, when, and what the values were before and after the change: + +1. Locate the artifact whose activity you want to view.[^view-activity-locate] + +2. On the artifact details page, select the **Activity** tab. + +3. Click **View Details** on a field update event to expand the previous and new values for that field. + +::: {.callout} +Artifact fields restricted by permissions[^view-activity-permissions] are hidden from activity for users without access to those fields. + +::: + +### View individual field activity + +To view the change history for a single artifact field: + +1. Locate the artifact whose field history you want to view.[^field-activity-locate] + +2. On the artifact details page, select the **Overview** or **Artifact Fields** tab. + +3. Hover over an artifact field, then click **{{< fa clock >}}** to view the change history for that field, including previous and new values. + +::: {.callout title="You can also filter record activity by artifact field changes."} +Learn more: [Filter record activity](/guide/reporting/view-record-activity.qmd#filter-record-activity) + +::: + ## Track artifact resolution As you prepare validation reports, review logged artifacts and close any artifacts that have been resolved: @@ -136,6 +166,12 @@ If you logged an artifact in error or otherwise no longer need to track that art [^7]: [View and filter artifacts](view-filter-artifacts.qmd) +[^view-activity-locate]: [View and filter artifacts](view-filter-artifacts.qmd) + +[^view-activity-permissions]: [Manage roles](/guide/configuration/manage-roles.qmd#manage-role-permissions) + +[^field-activity-locate]: [View and filter artifacts](view-filter-artifacts.qmd) + [^8]: [View record activity](/guide/reporting/view-record-activity.qmd) [^9]: [Link artifacts to reports](/guide/validation/assess-compliance.qmd#link-artifacts-to-reports)