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mclanderson
Level 5
Status: Planned-Later

Printed history from viewstation rendered in .pdf referenced all/any indexed values (ba/worktype/status/, fund/account, SSN, Misc ID) at the top of each page along with the CRDA ensuring the printed history could be verified back to the selected fund/account (primarily used for internal/external audit review of processed work) and the date time the history was printed.  In Portal, only the business area and worktype are presented on the history card along with a truncated CRDA so it is not possible to tie back the history to the selected item and no indexed values are captured on the current .csv export.    

6 Comments
mclanderson
Level 5

Printing AWD history from view station generated a .pdf file which could be presented to auditors for review.  History exported from Portal is presented as a .csv file and is editable prior to printing to .pdf.  Clients feel this is a shortcoming, a potential audit finding.

mclanderson
Level 5

Update - While 23.1.1.0 offers the option to selectively print history records to .pdf, that is cumbersome and inefficient; complete history should be available to print to .pdf. 

Clararaj
Staff
Staff

Will revisit the way History records are being exported in Processor Workspace. 

Clararaj
Staff
Staff

Would you always need all of the values of the selected records to be captured from the History card ? -

Begin Date, Begin Time, User ID, Flags ? 

Clararaj
Staff
Staff

https://community.blueprism.com/idea/printedexported-awd-history-does-not-present-any-indexed-values

This Request will be tracked with the above idea. This Enhancement will be considered for Processor Workspace 

mclanderson
Level 5

Hello Clara,

 

Yes, we would want everything included as that is what we have today in Viewstation.  The ideal would be to have the option to select specific fields with the default being to include all.