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User - History Tab

This article explains how OPSCOM administrators can access and manage a user's complete transaction and activity history. The History tab provides OPS-COM administrators with a detailedcomprehensive log of alla user's financial transactions, permit activity, and system-recorded eventsevents. associatedThis withfeature serves as a user'scentral account, allowinghub for audits,auditing accounts, performing necessary adjustments, and providing effective 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 a core component of the centralUser locationProfile for viewingOverview and interactingrequires 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

  1. From the main menu, hoverHover 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 providesincludes several optionsfunctional forelements managingto userassist datain andaccount transactions.management:

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

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

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

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

 

Best Practices & Considerations

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

  • Review item details before acting:acting: Before emailing a user or makingmodifying an adjustmentitem, related to a specific item,always click the Item Number to review itsthe full details. This ensures you have all 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.

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