User - History Tab
The History tab provides OPSCOM administrators with a comprehensive log of a user's financial transactions, permit activity, and system-recorded events. This feature serves as a central hub for auditing accounts, performing necessary adjustments, and providing effective user support.
Setup & Configuration
The History tab is a core component of the User Profile Overview and requires no additional setup or configuration to function.
Using this Feature
The History tab allows you to view and interact with a user's historical data. The Recent History view displays the 100 most recent records, including entries for Locker, Parking, Enforcement Adjustment, Address, and Mail Records.
Accessing the User History Tab
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Hover over User Management and click User Search.
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Search for the user using their name, username, email, or account number.
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Click the user's username to open their Profile Page.
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Hover over the History tab.
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Click Recent History to view the activity log.
Available Actions & Buttons
The History tab includes several functional elements to assist in account management:
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Adjust: Click this link next to a processed transaction to modify it. After making your changes, click the Add Adjustment button to save.
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Item Number: Click the link in the Item Number column (e.g., permit number, violation ticket number, or appeals record number) to view or edit the specific item's details. Remember to click Update/Save Changes after modifying item details.
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send email: Click this button 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.
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 essential for maintaining a transparent and accurate audit trail.
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Review item details before acting: Before emailing a user or modifying an item, always click the Item Number to review the full details. This ensures you have the necessary context to take appropriate action.
Periodically reviewing the History tab is a recommended best practice for verifying that adjustments and permit changes are accurately reflected in the user's account.