Setting up history tracking
Tracking history of changes made to documents in PANTHEON DMS is enabled on classifications. So tracking will only be avaliable for documents that are classified with classification that have Save history functionality enabled in General information section of the Classification scheme.
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Warning
History tracking can only be set for documents that are stored in eDocumentation storage.
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This chapter presents an use case on how to enable history tracking on classification.
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Case summary
The person responsible wants to set history tracking for classification 662 - Claim documents (reports and applications). They do this by following these next steps:
- Opening the Classification Scheme
- Searching for classification
- Setting history tracking
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1. Opening the Classification Scheme
The person responsible opens the Classification Scheme by selecting from menu Settings | Documentation | Classification scheme.
They continue to search for classification.
2. Searching for classification
They want to find classification for customer claims.
To open it they type "claim" in Input field at the top of the Table of classifications and press Enter.
Program finds the classification in the table and opens it.
They continue to enable history tracking.
3. Setting up histroy tracking
To set histroy tracking, they first check if the Storage is set on eDocumentation.
Then they select the checkbox Save history.
Classification 662 - Claim documents (reports and applications) is now set for history tracking.