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.
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Setup & Configuration
This is a core feature within the User Profile Page and does not require any special setup or configuration.
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Using this Feature
The History tab is the central location for viewing and interacting with a user's historical data.
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Accessing the User History Tab
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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.
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Available Actions & Buttons
The History tab provides several options for managing user data and transactions.
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Adjust: Click the Adjust link next to a processed transaction to modify it. After making changes, click the Add Adjustment button to save.
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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.
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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.
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Make Payment or Processed: Click this button next to a transaction to view its detailed payment processing information.
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Best Practices & Considerations
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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.
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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.