Documentation Center

TermBase History

It is possible to keep a record of what additions, updates and deletions were made in your TermBase. The length of time this record is kept is defined by the TermBase administrator.

About this task

Assuming that TermBase history has been enabled by the TermBase administrator, you can run reports on the TermBase to see what has been added, updated and/or deleted.

Procedure

  1. Go to the Administration tab in the Menu bar on the left-hand side of the screen.
  2. Click History. The following options are available:
    1. Transaction type: Choose which type of transaction you wish to display (additions, updates or deletions). Selecting All looks for all transaction types.
    2. Object type: Choose where the transaction took place (in a term, term definition or in a user-defined field). Leaving this option blank looks in all objects.
    3. Fields: Choose a specific field to look in. All fields in the TermBase are displayed. Leaving this option blank looks in all fields.
    4. User: If you wish to see only changes made by a specific user, type the username in the blank field. Leaving this option blank looks for history for all users.
    5. From: If you choose to search after a specific date, choose the date from the calendar. Leaving this option blank searches for all dates.
    6. To: If you choose to search before a specific date, choose the date from the calendar. Leaving this option blank searches for enabled dates.
    7. Current record only: Check this box if you only wish to look at changes made to the current record. Leaving this option blank looks at all records.
  3. Once you have selected the applicable criteria, click OK to view the history.
    If you do not specify any criteria and click OK button, all history displays; otherwise the history displays based on your selections.
  4. Save the results in an Excel spreadsheet by clicking Save.
  5. Click Close to close the TermBase history window.