Document History Report

The Document History Report provides a list of all Requests to which the selected document has been added. It also provides a detailed record of when the document was added to the Request Folder, Consultation Review Log, or PAL Reading Room.

Steps to View a Document History Report

1. Click Document Management > Search Folders.

2. Enter search criteria as needed to locate the Folder you want to view the Document History Report for.

3. Click Search.

4. From the search results, select the checkbox next to the Folder you want to view the Document History Report for.

5. Click Open Folders. The Document Management screen displays as shown below.

6. Right-click the Folder you want to view the Document History Report for. A menu displays as shown below.

7. Click Document History Report. The Document History Report window displays as shown below
   

NOTE: After clicking on the Folder, you may be prompted to load a review layer. To load a review layer, follow steps 6-9 as explained in Load Review Layer. If you loaded a review layer, repeat step 6 as described above.

NOTE: The image above shows what displays when a review layer has been loaded.

NOTE: Select an export format from the drop-down menu and click Export to export and print it.

If you clicked Export, The Download window displays as shown below.

8. Click Open to open the report or click Save to save it.

Click the drop-down  icon next to the Save option to display additional options to Save, Save as, and Save and open.

9. Enter search criteria as needed to locate the Request for which you want to view the Review Status.

10. Click Search.

11. A list of Requests matching the search criteria displays as shown below.

NOTE: The Review Status field will only display if so configured under Preferences > Request > Customize Search Results View for Request.

The Review Status for each Request displays in the Review Status column, as highlighted in the image above.