Support Center

The Status section of a record, such as an employee, contact, branch, or accident, shows what changed, when, and who made the change, along with notes. It is the record's audit trail.

What you can do

• Review history: see changes and status updates to the record in date order.
• Add a note: record context that others should know, such as why a status changed.
• Undo a change: some changes can be undone from the history when that option is shown.

Tips

• Check the history before changing a status to clear an alert; it often explains why the record looks the way it does.
• Write notes that are factual and brief. Do not include medical details or other sensitive information that is not needed.