BaseOps User's Guide, Chapter 28: Using Case History

BaseOps' case history feature records the major events that occur as you edit a BaseOps case. Examples of such events include creating the case, importing data from a spreadsheet, and running the case. Each history event includes the time and date that the event occurred, and contact information for the person who performed the event.

BaseOps can be configured to automatically record major events as they occur. Alternatively, you can maintain the case history by manually adding and editing case history events.

Viewing a Case's History

To view a case's history, choose History Events from the object type selector dropdown list. The history events are displayed in the object list on the left side of the BaseOps window. Select an event to display its details.

You can sort and filter the events by a number of criteria, including date, contact information, and event type. See Sorting and Grouping the Object List and Filtering the Object List.

Automatically Recording a Case's History

BaseOps can automatically record major events that occur as you edit a case. To activate automatic history recording, choose Application Options from the Tools menu, go to the History page, then check the Automatically record case history box.

Each type of event automatically recorded by BaseOps is listed. Selected the action that BaseOps should take when each event occurs. You have three choices.

• never record - BaseOps never records history events of this type.

• always record - Every time an event of this type occurs, BaseOps automatically adds a history event to the BaseOps case, recording details of the event.

• record once per day at most - Similar to always record. However, a maximum of one event per calendar day is recorded. If more than one event of this type occurs on a calendar day, earlier history events of the same type are deleted.

  Some history events may occur quite often. For example, you may run a case many times while editing it. In such situations, it is typically only that last event that is of historical interest. Therefore, BaseOps can be set to automatically discard such events that occurred earlier in the same day.

Manually Editing a Case's History

Automatic history event recording is optional. If desired, you can disable it and manually maintain a case's history. You can also choose a hybrid approach, automatically recording some events and manually recording others.

History events can be added, duplicated, and deleted as described in Working with the List Pane.

To edit an event, first select it in the object list, then edit its properties in the text pane.

History events have the following properties.

• Event Type - Select one of the standard event types. Alternatively, select User-Defined Event, and type a short description of the event in the text box that appears.

  

• Date/Time - Select the date and time that the event occurred. The time should be entered using a 24-hour clock format, as in "14:25" for 2:25 PM.

• Notes - Miscellaneous information about the history event. There is no restriction on the length of notes. Press the Enter key to insert additional lines.

• Contact - Type contact information for the person performing the history event. As a convenience, when an event is added, its initial contact information will be the name, position, and organization of the default contact information that is set on the Contact Information page of the Application Options dialog box.

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