Viewing Contract and Engagement Activity History

You can view the activity history for contract and engagement records in order to see what changes were made, who made the changes, and when the changes were made.

Note:

A generic name will appear on the Activity tab if the user has been deleted from the application. For more information, see Deleting users from the Application.

To view the activity history for a contract

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Click the name of the inventory record on which the contract you want to view is attached.
    The Inventory Details screen appears.
  3. Go to the Documents tab.
    The Supporting Documents and Contracts sections appear.
  4. Click the name of the contract you want to view.
    The Contract Details screen appears.
  5. Go to the Activity tab.
    This tab displays the activity history of the contract record.

To view the activity history for an engagement

  1. On the Third-Party Risk Management menu, select Engagements.
    The Engagements screen appears.
  2. Click the Engagement Name you wish to view.
    The Engagement Overview screen appears.
  3. Click the More tab then select Activity.
    This tab displays the activity history of the engagement.