Where can I see a timeline and audit history of the Project and Job? | Codafication | Crunchwork | Unity Cloud

All activities and actions made on a claim or job can easily accessed by all users in the "Timeline" feature. To access the Timeline, find the tab next to "Edit" on your project or job, and click "Timeline". See below the list of events and records that are traced in the timeline feature.

Use the SYSTEM GENERATED toggle to switch between workflow generated actions versus real user actions.

Events Tracked

Record created
Record Status changed
Record Fields changed
Call
SMS
Email
Task - created/updated/status changed
Note

Standard Record Types

Pulse Project
Pulse Job
Quote
Quote Revision
Invoice
Purchase Order
Report Writer Report

‘Reference’ Summary text for each Record Type

Pulse Project: project.reference

Pulse Job: job.reference

Quote: ‘number ${quote.quoteNumber}’

Purchase Order: ‘number ${po.purchaseOrderNumber}’

Invoice: ‘number ${invoice.invoiceNumber}’

Report: report.reference

Timeline Events Specification

Record Type	EventType	Summary	Description
Standard Record Types	[App/Project/Job] created	[App/Project/Job_type] - [Reference] created
Standard Record Types	[App/Project/Job] created	[App/Project/Job_type] - [Reference] created	Duplicated from [App/Project/Job_type] - [Reference]
Standard Record Types	[App/Project/Job] field updated	(if =1)[App/Project/Job_type] - [Reference] - [Section] - [Field_label] (if > 1) [App/Project/Job_type] - [Reference] - [x] fields updated	Click View to see updated field/s
Standard Record Types	[App/Project/Job] status set	[App/Project/Job_type] -[Reference] status set to [status]
Standard Record Types	[App/Project/Job] status updated	[App/Project/Job_type] -[Reference] status updated from [status] to [status]
Standard Record Types	[App/Project/Job] archived	[App/Project/Job_type] - [Reference] archived
Call	Call made	Call to [contact_name] - [number] - [duration] on [App/Project/Job_type] - [Reference]	[description]
Call	Call deleted	Record of call to [contact_name] - [number] - [duration] on [App/Project/Job_type] - [Reference] deleted	[description]
SMS	SMS sent	SMS to [contact_name] - [number] on [App/Project/Job_type] - [Reference]	[message]
SMS	SMS deleted	Record of SMS to [contact_name] - [number] on [App/Project/Job_type] - [Reference] deleted	[message]
Email	Email sent	Email to [contact_name] - [email_address] on [App/Project/Job_type] - [Reference]	Click View to see message
Email	Email deleted	Record of email to [contact_name] - [email_address] on [App/Project/Job_type] - [Reference] deleted	Click View to see message
Pulse Task	Task created	[task_name] created on [App/Project/Job_type] - [Reference]	Click View to see task
Pulse Task	Task updated	[task_name] updated on [App/Project/Job_type] - [Reference]	Click View to see task
Pulse Task	Task completed	[task_name] completed on [App/Project/Job_type] - [Reference]	[reason]
Pulse Task	Task deleted	[task_name] deleted on [App/Project/Job_type] - [Reference]	[reason]
Pulse Note	Note created	New note on [App/Project/Job_type] - [Reference]	[note] [attachment_name]
Pulse Note	Note deleted	Note on [App/Project/Job_type] - [Reference] deleted	[note] [attachment_name]
Pulse Role	Role assigned	[Role] assigned to [user_full_name] on [App/Project/Job_type] - [Reference]
Pulse Role	Role updated	[Role] updated from [user_full_name] to [user_full_name] on [App/Project/Job_type] - [Reference]
Attachment	Attachment uploaded	[number] attachments uploaded on [App/Project/Job_type] - [Reference]	Click View to see attachment/s
Attachment	Attachment deleted	[number] attachments deleted on [App/Project/Job_type] - [Reference]	Click View to see attachment/s
Attachment	Attachment updated	[attachment_title] updated on [App/Project/Job_type] - [Reference]	[title] → [new_title], [description] → [new_description]