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Form history and audit

Form history and audit

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Overview

This section will cover how to view and understand a form's entire history and lifecycle in the SchoolEngage platform.


Table of Contents


Form edit history

To view the history of changes made to a form submission or process:

  1. Go to the Review page in the main menu

  2. Click a status button in the Status column to reveal the form history

This also gives you access to view writeback data


Form view history

To see the history of people who have viewed a form:

  1. Go to the Review page in the main menu

  2. Click a status button in the Status column to reveal the form history

  3. Click the “Views History” tab


Form audit trail

To view a complete audit trail of form and field changes:

  1. Got to the Review page in the main menu

  2. Click a status button in the Status column to reveal the form history

  3. Click the “Audit Trail” button


View Writeback Data

To view the the state of contacts the admin chose to writeback:

  1. Got to the Review page in the main menu

  2. Click a status button in the Status column to reveal the form history

  3. Click the “View Writeback Data” button

This is only available on new writebacks. If this isn’t available it indicates that there was no contact data or the writeback occurred before this was added.

This only tracks writebacks, and only the contact data. No other additional audit information will display here.

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