Manager Portal History

Ability to limit history logs by 6 months

Introduction

The Manager Portal History module keeps the lender informed about all modifications within the Products and User Management section of the Manager Portal. We provide an intuitive interface that enables users to view, search, filter and export the comprehensive history logs. This feature records all the actions taken, including the type of action, who performed it, timestamp, and what the previous values were prior to the change.

Ability to limit history logs by 6 months

Note: This is controlled by a tenant setting that is disabled by default. Please contact Client Success if you wish to have this enabled.

This enhancement addresses an issue where the Audit History in the Manager Portal took a long time to load and showed an error for some users. This happened because too much historical data was being pulled at once. With this update, a configurable tenant setting has the ability to limit Audit History to the last six months of activity, which loads much faster and works reliably for all users.

Not all entries in the Manager Portal are tracked today. Currently only updates to the following segments of the Manager Portal are tracked:

Conditions

Heating Cost Rules

Products

Permissions

Preferences and OOO in User Management

To access the history module, click on the ‘History’ icon, located at the bottom-right corner of the Manager Portal. The history log presents activities in chronological order, with the most recent entries appearing first, followed by the oldest ones.

View History

You can view the history module through a pop-up window within the Manager Portal. This pop-up provides all the functionalities you need in a compact view. You can navigate through entries, conduct searches, apply filters, export, and expand or collapse specific entries as needed.

To expand or collapse an entry, click on the arrow beside the date.

There is an option to maximize the pop-up window of the history log. Simply click on the ‘maximize’ icon as seen in the image below.

Searching for History Entries

Users can search the history log for a specific entry using information, such as a text field, a value, or any other relevant details. To do so, simply start entering your search criteria in the search bar. You will see that the history module starts populating with any entries that contain your search criteria.

Filtering for History Entries

The history log can be filtered by date range, category, or user, with the flexibility to choose single or multiple selections among these options. As you apply these filters, the history module will dynamically update to display the relevant information.

Date Range - Input a single date or specify a start date and an end date for the period of time you wish to filter by.

Categories - There are currently 17 categories you can filter by:

Commission
Condition of Approval
Credit Tiers
Default Values
Heating Cost Rules
Investor
Investor Credit Tier
Investor Product
Investor Product Broker Commission
Investor Rates
Investor Rate Matrix Term
Rates
Rate Matrix
Role Permission
Summary
User Preference

Users can choose one, multiple options, or Select All.

Users - A drop down list of users in the system and the roles assigned to them. Choose one or multiple options.

Export as PDF

You can generate a PDF document containing the application history. This allows lenders to distribute the history logs to various stakeholders, while safeguarding the file’s accessibility from external parties. To do this, click on the ellipsis and select Export as pdf.

The system will provide you with a pdf download that you can print or email as you need.

When you open the PDF document, you will see all the history log entries in order. The document will be titled Manager Portal - History Logs, and will include the date of the download.

Keep in mind that any applied filters will be reflected in your export history. For instance, if your history logs cover the past year but you've filtered for the last 30 days, your export will only show data from those 30 days.