Review, filter, and download your vendor history

Updated September 17, 2024 15:23

Learn where to locate and review, filter, and download your vendor history in Vendor Management.

Overview

Keep your Vendor Management team accountable and encourage transparency by auditing how your vendors are managed by checking out vendor history. It’s also possible to download and share your vendor history with stakeholders.

Before you start

Here are some things you must do before you start:

As an admin, manager, or supervisor, you must turn on specific roles and permissions for your admin portal roles:
1. Log into your TrackTik Portal.
2. Go to Settings > Roles & Security > Admin Portal Roles > Administrator.
3. Select the Audit History folder.
4. Turn on View Vendor Management Audit History.

Locating your Vendor Management history

To start reviewing your Vendor Management history, you must locate it.

To locate your Vendor Management history:

Log into your TrackTik Portal.
Go to Sites (Client) > Vendor Management.
Select View.
Choose History.

A history of vendor actions shows where you can see details for each:

Date
The date and time the action happened.
UserID
The ID of the user doing the action.
User
The name of the user doing the action.
Action
The type of action:
- ASSIGN
- CHANGE
- CREATE
- UNASSIGN
  
  Actions and fields work together to create meaning. To learn more, check out the Actions and fields table.
Field
The name of the field that changed for the vendor:
- STATUS
- INFO
- CITY
- JOB TYPE
  
  Actions and fields work together to create meaning. To learn more, check out the Actions and fields table.
Original Value
The status of the vendor before a change was made.
New Value
The status of the vendor after a change was made.

Actions and fields table

Action and Field columns work together to create meaning in your vendor history:

	Action	Field
Create a new vendor	CREATE	INFO
Edit a vendor	CHANGE	INFO
Assign a new service to a vendor	ASSIGN	JOB TYPE
Unassign a service from a vendor	UNASSIGN	JOB TYPE
Assign a city to a vendor	ASSIGN	CITY
Unassign a city to a vendor	UNASSIGN	CITY
Archive a vendor	CHANGE	STATUS
Activate a vendor	CHANGE	STATUS

Filter your Vendor Management history

To efficiently find the details you need about your Vendor Management history, you can use four different filters:

Select and ACTION type drop-down menu
Select an action type to filter by it.
Select a FIELD drop-down menu
Select a field to filter by it.
Date range picker
Select a preset period or create your own to filter by it.
Type to filter box
Enter a user ID to filter by it.