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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

View Item History

  • Updated:

The Item Timeline displays all changes and edits made to an item (Item History). This article will show you how to view your Item Timeline.

 

Instructions

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda the desired item is currently on
    An example agenda tile.
  4. Select the desired item
    An example Individual Reports agenda item under the Roll Call section.
  5. Click the View menu and select the Item Timeline option from the drop-down list
    The Item's expanded view menu with the Item Timeline option highlighted.
    Note: The default view is Item Fields.
  6. Click the Show All filter and scroll down to view the complete Visual Item Timeline
    The item timeline's Show All button.
    • Calendar Icon: Date of edit
    • User Icon: Who made the edit
    • Time: Time of edit
    • Action: Description of the edit(s) made
    • Source: Agenda that the item was moved from
  7. Select the Messages, Approvals, or History filters to filter results
    The Item Timeline's filter buttons.
    • Messages: Only view Messages about the item
    • Approvals: Only view the item's Approval History (name of the approver, date/time of approval, approval actions taken)
    • History: Only view Edit History of the item

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