Revision History | ClearPoint Strategy

Revision History

ClearPoint keeps a log of all changes made to your account, called ‘Revision History’. Some changes can also be undone with the ‘Undo Change’ button. This article walks you through how to find revision history and make changes.

INSTRUCTIONS

Accessing Revision History

1) If you are an administrator, you can  access the ‘Revision History’ for the entire account under ‘Systems Settings’.

2) Other users can click on the Clock icon at the bottom of the screen to open their personal ‘Revision History’.

3) Click on the Excel Export icon in the top right corner to export the last 10,000 logs in the ‘Revision History’.

Filtering Revision History

4) Click on the down arrow next to ‘Search Revision History…’ to expand the filtering options.

5) Filter by scorecard, element, user, period, or activity using these drop down boxes.
Note: The filters set in ClearPoint will hold in the Excel export.

UNDO Button

There are several changes in ClearPoint that can be undone.

6) From any ‘Revision History’ menu, click on an entry (row) to see further details.

7) Listed in the window are any fields that were changed, along with the ‘Before Save’ and ‘After Save’ values.

8) If the change can be undone, there will be an ‘Undo Change’ button. To revert back to the ‘Before Save’ value, click this button.

9) Click ‘Apply’. The ‘Before Save’ value will be saved.

This table shows everything that is captured in ‘Revision History’:

Legend: 

Logged in ‘Revision History’
xLogged in ‘Revision History’ AND can be undone
Not logged in ‘Revision History’

 

AddedEditedUpdatedDuplicatedDeletedUndeletedExportedEvaluatedCompletedLoginSentReceivedQueued
Scorecardx x
Scorecard Summary Report
Map xx
Objectivex xx
Objective Summary Report x
Measure xxxx
Measure Summary Report x
Chartxx
Seriesxx x
Initiativexxx
Initiative Summary Reportx
Milestonexxx
Action Itemxxx
Action Item Summary Report x
Risk xxx
Risk Summary Reportx
Userx
Access Groupx
Reporting Periodx
Reporting Frequencyx
Fiscal Yearx
Notification
Reminder
Briefing Book
HTML Export
Attachment
Uploaded File
Custom Chartx
Custom Fieldx
Default Series
Snapshot
Data Loader Package
Status Indicatorsx
Pod Stylex
Table Stylex
Category

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