Viewing historical changes

To view historical changes:

  1. Select Maintenance > Optional Modules > Labor Budgeting > History.
  2. Use the Budget/Forecast lookup to select the plan for which to display historical records.
    The system automatically loads the locations and time periods for the selected layout. The location and time-period hierarchies are collapsed: only the root location and time period are displayed. Your security settings, which include the team to which you belong, determine the root location that is displayed. Selecting a different plan resets the location and time-period hierarchy trees.
  3. In the Location(s) box, specify at least one location for which to display changes.

    You can click the plus icon to expand the location hierarchy tree. This is the same as the location hierarchy tree for the corresponding plan. The highest location that you can see in the hierarchy tree is driven by team security. You can see only those locations that are below your location. Note that the Show only selected locations check box is selected by default. For information about this feature, see Displaying Historical Changes for Certain Locations.

    If you select a location type that is higher in hierarchy than the selected location in the location tree, then a message is displayed. The message says that no results were found for the selected criteria, and that you should modify your search criteria.

  4. Use the Location Types lookup to select the location type for which to display historical records.
  5. Optionally, select any of these additional filter criteria:
    Time Period(s)

    Specify the time periods for which to display changes. You can click the plus icon to expand the time-period hierarchy tree. Note that the Show only selected time periods check box is selected by default. For information about this feature, see Displaying Historical Changes for Certain Time Periods.

    If you do not select a time period, the application search the root time period for historical changes.

    Edits Between

    Specify the time range of changes to display. Selecting the date in either the Start Date or the End Date field automatically populates the other field with the same date. To search a date range of more than one day, you must specify both dates from the date pickers.

    By default, the application can search up to a maximum range of 90 days. You can modify this maximum range in the AUDIT_HISTORY_DATES_RANGE registry parameter. See the Infor WFM Registry Parameter Reference Guide.

    If you try to search a date range greater than what is specified in the registry parameter, an error message is displayed.

    For optimal performance, do not exceed the default maximum time range of 90 days.

    Change Types

    Use the lookup to specify one of the following types of changes to display:

    • Comment: Comments added to the plan.
    • Forecast Generation: Updating an existing plan.
    • Import Change: Importing a budget.
    • State Change: Actions that change the state.
    User

    Use the lookup to specify the user who caused the change. The users you can select are determined by team security and are below you in the team hierarchy.

    If a group of users were in your team hierarchy during a certain time period only:

    You always see this group in the lookup list even though the group may no longer be part of your team hierarchy.

    You cannot see any of the group’s actions during the time periods when it was not part of your hierarchy.

  6. Optionally, use the Display Per Page drop-down list to specify how many historical changes that you want to display on a single page.
  7. Click Go.
The History page is refreshed using the filter criteria that you selected. The historical changes are displayed in the right pane.