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Revision History Functionality

Use the Revision History functionality to track important information regarding the changes made in Precoro.

TABLE OF CONTENTS

The Revision History function is available in:

  • Documents

  • User profiles

  • Suppliers

Why Use It?

  • See the history of document alterations.
  • Impermanent changes—you may want to revert to the previous conditions.  
  • Track changes in user access and location availability.
  • See the changes and developments in the Supplier card.

Revision History in User Profile

To track changes in the User Profile:

  1. Open Configuration → User Management, locate the user, and press Revision History (clock icon) in the Action column. You’ll see the Revision History page, where you can review and compare revisions.
  2. To view a singular revision, press the Show button in the Action column.
  3. Select the two revisions and press the Compare Revisions button below to compare two states of the profile.
  4. Click the Show Changes Only button if you want to see the alterations made.

You can switch between the revision tabs to view the changes to different user parameters. 

We track these user settings:

  • Legal Entities
  • Locations
  • Custom Fields for Documents
  • Groups
  • Roles
  • Substitute User
  • Active status (if the user is active or not)

Changes to these settings are not shown:

  • Name
  • Position
  • Phone Number
  • Two-Factor Authentication
  • Vacation Mode settings

 

💡 Please note: If the user exists in several companies, you’ll only see the changes associated with the company you are currently logged into. Switch to a different company to see how the user’s access changed there. 

A screenshot that shows how you can switch between companies

Tracking User Activation/Deactivation and Substitute Appointment

When you deactivate the user all documents in Draft Status will be deleted. You can also appoint a Substitute and track this change in Revision History.

To learn more about setting the Substitute when deactivating a user follow a link to this article.

  • In the Main Info section, you can see the Active field. It indicates whether a user is activated for the company or not. Also, when a user has been deactivated in the Revision History, you see who was chosen as a Substitute User and their email address:

  • When pressing the Show Changes Only button, you can see the Active in Company field with the toggles that show changes. The green toggle indicates an active status, whereas the grey toggle indicates a deactivated status.

Revision History in Documents

You can track the changes made in Precoro documents:

1. Open the document in which you want to see the Revisions.

2. Press the Revision History button.

3. Select the two Revisions you want to compare by marking them.

4. Press the Compare Revisions button below.


You can also track the changes in exchange rates in documents by using the Revision History Function.

Revision History in Supplier’s Profiles

You can track the changes made in Supplier’s Profiles:

1. Go to the Supplier Management page and click the Revision History button next to the Supplier for whom you want to see the Revisions. 

3. Select the two Revisions you want to compare by marking them.

4. Press the Compare Revisions button below.


In Revisions, you can also see the changes made to the Supplier Default Options.

Learn more about assigning Supplier Default Options in this article.