Activity and Reporting
You can review profile and workflow activity and user-generated reports within Non-Employee Risk Management.
Tracking Changes to Profiles
Administrators can track the history of changes to profiles within Lifecycle.
To review a profile's history:
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Select admin > Profiles in the left navigation.
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Choose the profile you want to view.
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Select the History tab.
Review the history of changes to the profile. The History table displays the following columns:
- performer - The username and email of the user that made the change.
- date - The date and time the change was made.
- event - The type of change that was made or the name of the workflow that initiated the change.
Workflow Activity Details
When a workflow is executed, the execution is known as a request. Lifecycle workflow activity is tracked in the Requests page.
To access a list of workflow requests:
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Select admin > Lifecycle.
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Select Activity.
Review the list of workflow activity. The Activity table displays the following columns:
- request - The name of the workflow that was executed.
- date requested - The date and time the workflow was started.
- request by - The username of the user who started the workflow.
- status - The current status of the workflow.
Downloading User-Generated Reports
End users can create and export reports about the profiles they can access. Administrators can find the reports users generate within the Reports page.
To access user-generated reports:
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Select admin > Lifecycle > Reports.
A list of user-generated reports is displayed. The Report Exports table displays the following columns:
- name - The name of the report.
- type - The filetype of the report. This is always
.csv
. - user - The username of the user that created the report.
- description - The filters applied to the report.
- created - The date and time the report was created.
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Select a report to download that specific generation of the report.