View work order outcome history

Audience: Dispatchers, administrators, managers

Access an audit trail for work order (WO) operations. Track every change made to an intervention, from the initial assignment and technician arrival to final technical and manpower validation.

Prerequisite

Before you start, to understand how debriefs and outcomes work, see Monitor work order debriefs and outcomes.

Follow the UI path

All following instructions start from this system path:

Features > Core > Work Order Management > Accounting Monitor

Access the outcome history monitor

To view an outcome and its history:

1. In the Filter panel, enter search parameters.

   • For all fields, see Reference: Accounting monitor.

2. Click Search.

3. In the Accounting list, find the WO you want to audit.

4. Click the Three dots menu > Intervention outcome.

5. At the bottom, click the More actions button.

6. Select History.

Analyze the outcome history list

To use the primary ledger for administrative and field actions performed on the outcome:

1. Go to the Outcome history monitor.

   • See Access the outcome history monitor.

2. To see when and who changed a record, look in the Outcome history list.

3. Review these columns:

   • History date.

   • User.

4. In the table, verify timestamps for:

   • Take in charge: When the technician accepted the work.

   • Arrival on site: When the technician reached the facility.

   • Outcome start / end: The duration of the technical work.

5. In the Technical validation section and Manpower validation section, check:

   • Mode: Manual or automatic validation.

   • User: The specific user who approved the data.

   • Date: When the WO was validated onsite.

6. To show or hide details, click the Customize columns icon.

Use filters

Use the lateral panel to narrow and speed up your search:

1. To expand the Filters panel, on the side of the screen, click the arrow.

2. Enter search criteria:

   • Outcome id: Search for a specific technical ID.

   • History date: Limit the audit to a specific shift or week.

   • Outcome status: See only when the order was “In charge” or “Running”.

3. Click Search.

Note: The list automatically refreshes to show only matching historical records.

View detailed audit records

To find important details in a historical snapshot:

1. Go to the Outcome history monitor.

   • See View work order outcome history|Access the outcome history monitor.

2. Locate the specific row in the Outcome history list.

3. In that row, click the Three dots menu > View.

4. Check technical metadata, such as:

   • Forced closure date: If the order was manually closed by a supervisor.

   • Last scheduled resource: The final technician assigned before the outcome.

   • Technical / manpower validation user: The validator’s identity.

5. To return to the history list, click Close.

What’s next

• To determine how the system handles WO validation rules, see Configure work order validation rules.

• To check on, validate, and correct what happened during a WO, see Monitor work order debriefs.