Viewing Service Order History

If there is a situation where a scheduled event is changed and the admin needs to view the exact details of those changes, viewing the Service Order history is helpful. The change could either be an assigned staff member who was switched, the service type changed, or the date or time altered for the event. In some instances, it is helpful to see what has been changed and which office manager or admin made the change, and when. Below, we will outline how to get to that information.

Viewing Event History From The Scheduler

To view the history of any individual event

1. Navigate to the Scheduler
2. Locate the event that history is needed for
3. Click directly on the event on the Scheduler

4. Click on the three bars next to the "x" to load the Service Order

   

5. Click the Options icon, select "Change History"

   

6. This will load a compressed view of this Service Order's History. Click on any green "+" button to view a single event's history. It will show who made the change, what changes have been made, and the date when the change took place.

   
   
7. Click "Expand All" to expand all event histories.

Viewing Event History From A Service Order

Event history can be viewed from any Service Order once it has been loaded. Here, we'll show different ways to load a Service Order and how to view the history for that Service Order has been loaded.

1. First, load the Service Order from one of the ways below.

2. 1. Service Orders can be loaded by clicking the "Calendar" button from the Invoice List

      

   2. Or, by clicking the "Calendar" button from any client's profile via the Services/Invoices tab

      

   3. Or, by clicking the "Calendar" button from Invoicing > Bulk Invoicing

      

3. After the Service Order has been loaded, click the "Options" icon, then select "Change History"

   

4. This will load a compressed view of this Service Order's History. Click on any green "+" button to view a single event's history.

5. Click "Expand All" to expand all event histories

   

Viewing Deleted Event History

If events were deleted or an invoice was voided, a history of those deleted events can be viewed from the deleted event history button.

Viewing Event History on Mobile

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The steps for accessing event history are very similar to the steps shown above, with some slight visual differences, which will be shown below.

Viewing Event History from Scheduler

To view the history of any individual event:

1. Navigate to the Scheduler
2. Locate the event that history is needed for
3. Click directly on the event on the Scheduler

4. Click on the three bars next to the "x" to load the Service Order

   

5. Click the Options icon, select "Change History"

   

6. This will load a compressed view of this Service Order's History. Click on any green "+" button to view a single event's history. It will show who made the change, what changes have been made, and the date when the change took place.

   

7. Click "Expand All" to expand all event histories.

Viewing Event History From A Service Order On Mobile

1. First, load the Service Order from one of the ways below.

2. 1. Service Orders can be loaded by clicking the "Calendar" icon from the Invoice List

      

   2. Or, by clicking the "Calendar" icon from any client's profile via the Services/Invoices tab

      

   3. Or, by clicking the "Calendar" icon from Invoicing > Bulk Invoicing

      

3. After the Service Order has been loaded, click the "Options" icon, then select "Change History"
4. This will load a compressed view of this Service Order's History. Click on any green "+" button to view a single event's history.
5. Click "Expand All" to expand all event histories.