Projects activity logging

Activity logging records changes that users make. Whenever an item is added, updated, or deleted, an entry is logged to track the changes and preserve a complete history of your organization's data.

How it works

There are two areas in the Projects app you can use to track changes:

• Recent Activity a timeline of activities conducted in a single project or framework
• History a record of field-level changes for a single item in a project or framework, including the exact before and after change

Information that displays under Recent Activity and History cannot be changed or deleted.

Recent Activity

What gets logged	What does not get logged
the name and initials of the person that performed the action the type of action performed a hyperlink to a referenced item based on the item's title or description when the action was performed Tip When you backup a project, the activity logs under Recent Activity are exported as an Excel file. You can import the Excel file to Analytics to conduct further analysis, if needed.	comments project types timestamps

History

What gets logged	What does not get logged
the person that edited the fields the date the person edited the fields the fields edited the original value of the field the updated value of the field Note Updating multiple fields at once creates a single log entry under History.	linking evidence from Results formatting changes in rich text fields

Detailed list of logged items

View a detailed list of items that are logged under Recent Activity and History.

 = Logged

 =  Not logged

Item	Added	Updated	Deleted	History	Signed-off	Other logged occurrences
Project						Rollforward  Archived Project Status
Project Settings
Project roles (both for individual users and user groups)
Certification
Assurance Plan Note Change history is logged within individual assurance plans. For more information, see Overview of Assurance Plans.						Project linked to an assurance plan Project unlinked from an assurance plan
Planning
Planning Files						Citation Mode: highlights / links to files added, updated, and deleted highlights / links to files added, updated, and deleted clippings added and deleted
Results
Results Files						Citation Mode: highlights / links to files added, updated, and deleted highlights / links to files added, updated, and deleted clippings added and deleted
Objective					Walkthroughs list  Test Plan list  Tests list	Cloned  Imported
Assessment Survey						Sent
Narrative						Imported Citation Mode: highlights / links to files added, updated, and deleted highlights / links to files added, updated, and deleted clippings added and deleted
Risk					Risk and Control Matrix	Imported Control association updated
Control					Risk and Control Matrix	Imported Risk association updated
Assessment Driver (changes the value of an assessment)
Test Plan
Walkthrough						Control performance schedule added, enabled, or disabled Citation Mode: highlights / links to files added, updated, and deleted clippings added and deleted
Test						Citation Mode: highlights / links to files added, updated, and deleted highlights / links to files added, updated, and deleted clippings added and deleted
Metrics, Data Analytics, Surveys, and Event Reports linked with: Risks Walkthroughs Tests
Issue					Issue Information Follow-up & Remediation Retest Information	Citation Mode: highlights / links to files added, updated, and deleted highlights / links to files added, updated, and deleted clippings added and deleted
Action
Request
Supporting files
To-dos
Time entries

Examples

Considerations and limitations

Working with items

You cannot revert to a prior version of an item or filter for a particular activity or activity type under Recent Activity.

Cloning objectives

If you clone an objective from a project, field-level changes under History are also copied from the source project to the target project. Activity logs under Recent Activity are not retained.

Permissions

• Professional Managers, Professional Users, and Oversight Executives have read access to Recent Activity and History.
• Contributor Managers, Contributor Testers, and Contributor Users have read access to History and no access to Recent Activity.
• Oversight Reviewers do not have access to Recent Activity and History.

Track changes

View recent activity

1. Do one of the following:
   • To view recent activity in a project:

     1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

        If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

     2. Open a project.
   • To view recent activity in a framework:
     1. Open the Frameworks app.
     2. Open a framework.
2. On the Dashboard under Recent Activity, click Show/hide content, and do any of the following:
   • View the most recent activities that have occurred in the project.
   • Click the hyperlink of a referenced item to redirect to the page where the information was created or updated.
   • Locate a specific activity by selecting the appropriate page number from the page list at the bottom of the page.

Download the activity log

1. Do one of the following:
   • To download the activity log from a project:

     1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

        If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

     2. Open a project.
   • To download the activity log from a framework:
     1. Open the Frameworks app.
     2. Open a framework.
2. On the Dashboard, click Download activity log.
3. Click Download.

   The report saves to your computer as a .xlsx file.

View History

1. Do one of the following:
   • To view history in a project:

     1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

        If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

     2. Open a project.
   • To view history in a framework:
     1. Open the Frameworks app.
     2. Open a framework.
2. On the Dashboard under Recent Activity, click Show/hide content.
3. Click the link associated with the relevant item.

   Note

   • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
   • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.
4. Scroll to the bottom of the page and click History to expand the item's history.

   You can examine exactly what changed by looking at the highlighted text in the After column.

   • Green text: added in this change.
   • Red text: removed in this change.