Ben Blower – Hints & Tips

Have you ever wanted to find out who has viewed or amended a particular client or policy record?

Open GI has a way of identifying which Operator has accessed a particular client or policy record. This is the History Log.

To view the History Log for a particular client click on the Links button from anywhere within the client or policy reference:

And then click on History Log:

This will then show the following:

This shows which Operator has accessed or amended the record. The Action Column shows where an Operator has viewed the client/policy record (blank) or where they made an amendment (Update).