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User - History Tab

This article explains how OPS-COM administrators can access and manage a user's complete transaction and activity history. The History tab provides a detailed log of all financial transactions, permit activity, and system-recorded events associated with a user's account, allowing for audits, adjustments, and user support. This guide is intended for all administrators who manage user accounts.

 

Setup & Configuration

This is a core feature within the User Profile Page and does not require any special setup or configuration.

 

Using this Feature

The History tab is the central location for viewing and interacting with a user's historical data.

 

Accessing the User History Tab

  1. From the main menu, hover over User Management and click User Search.

  2. Search for the desired user using their name, username, email, or account number.

  3. Click on the user's username in the search results to open their Profile Page.

  4. Hover over the History tab.

  5. Click on Recent History to view the user's activity log.

 

The Recent History view displays the most recent 100 records for the selected user. This list includes records for items such as Locker, Parking, Enforcement Adjustment, Address, and Mail Records.

 

Available Actions & Buttons

The History tab provides several options for managing user data and transactions.

  • Adjust: Click the Adjust link next to a processed transaction to modify it. After making changes, click the Add Adjustment button to save.

  • Item Number: Click the link in the Item Number column (which may be a permit number, violation ticket number, or appeals record number) to view or edit the details of that specific item. Remember to click Update/Save Changes after making any edits on the item's detail page.

  • send email: Click the send email button located next to the 'Current Renter' label to compose and send an email directly to the user associated with that record.

  • Make Payment or Processed: Click this button next to a transaction to view its detailed payment processing information.

 

Best Practices & Considerations

  • Document all adjustments: When using the Adjust feature, always provide a clear and detailed reason for the modification. This is crucial for maintaining a transparent and accurate audit trail.

  • Review item details before acting: Before emailing a user or making an adjustment related to a specific item, click the Item Number to review its full details. This ensures you have all the necessary context to take appropriate action.

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