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.

Warning History tracking can only be set for documents that are stored in eDocumentation storage.

This chapter presents an use case on how to enable history tracking on classification.

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

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.

Hint To see a example of how history tracking works, see use case Reviewing document history.