Working with Status History

Status history entries record the progress of a record through its workflow process. Historical entries differ from the existing status entry.

You can edit the status history, including the date, status, comments, and related staff member information, to correct errors and ensure the accuracy of status entries. This is useful if you plan to clone a record, re-open a record to resolve pending issues, or re-assign a record to a different person at your agency.

Contact your agency administrator to set the related Function Identification for this feature.

Topics

Editing or Deleting a Status History Record

  1. Navigate to the portlet you want to work in; for example, the Building portlet.

    Civic Platform displays the list portlet.

  2. Locate the record you want to view and click the record hyperlink.

    Civic Platform displays the detail portlet below the list portlet.

  3. Click the Status History tab.

    Civic Platform displays the Status History page.

  4. To edit a status history record:

    1. Click the Status link for the status history record you want to view.

      Civic Platform displays the Edit Status History page.

    2. Edit the data as needed.

    3. Click Save.

      If you modify the most recent status history entry, a message displays indicating that modifications to the most recent status history entry result in a discrepancy with the existing application status.

    4. Click OK to modify the most recent status history record. This action does not affect the existing record status. Previously created status history entries are still available for view on the Status History page.

    To delete a status history record:

    1. Select each status history record you want to delete.

    2. Click Delete.

      If you delete the most recent status history entry, a message displays indicating that deleting the most recent status history entry results in a discrepancy with the existing status.

    3. Click OK to delete the most recent status history record. This action does not affect the existing status. Previously created status history entries are still available for view on the Status History page.

Viewing the Status History Log

Access the Status History Log to view all the status history modifications.

  1. Navigate to the portlet you want to work in; for example, the Building portlet.

    Civic Platform displays the list portlet.

  2. Locate the record you want to view and click the record hyperlink.

    Civic Platform displays the detail portlet below the list portlet.

  3. Click the Status History tab.

    Civic Platform displays the Status History page.

  4. Click View Log.

    Civic Platform displays the Status History log for the selected record.