Savings Change Log

The Savings Change Log provides a detailed history of all modifications made to a savings record, ensuring transparency and accountability.

Users can track changes to savings record fields allowing them to monitor contract updates efficiently..

Key Features of the Savings Change Log

• Comprehensive History – Tracks all changes made to a savings record.

• Timestamped Entries – Each change is logged with a date and time, providing a clear timeline of savings modifications.

• User Accountability – Displays the name of the user who made each change, ensuring complete visibility into savings updates.

Step-by-Step Guide

1. Navigate to the Savings Record

• Open the Savings Management section from the main menu.

• Select the savings record whose change history you want to review.

2. Locate the Change Log

• Inside the savings record, click on the Change Log tab.

3. View the Change Log

• The change log displays all modifications made to the savings record, including:

  • The field or area that was changed.

  • The previous and updated values.

  • The user who made the change.

  • The date and time of the change.

Using the Savings Change Log Effectively

1. Expand Log Entries

• Click on a log entry to view detailed changes made to individual fields.

• Changes are grouped by the tab they belong to, making it easy to track modifications.

2. Filter by Tab

• Use the Filter by Tab dropdown to filter change log entries by specific sections of the savings record.

• This helps focus on relevant changes, such as savings status updates, document modifications, or ownership changes.

Key Considerations & Best Practices

✅ Monitor Key Updates – Regularly review the change log to track savings status changes, document approvals, or assigned user modifications.

✅ Ensure Compliance – Use the change log as an audit trail to maintain compliance and accountability for savings modifications.

✅ Filter for Specific Changes – Narrow down log entries by filtering for specific tabs, users, or change types to quickly find important modifications.

✅ Verify User Actions – Review timestamps and user details to ensure savings updates are made by authorized personnel.

Additional Resources

📌 Related User Guides:

• Add A New Savings Record – How to add a new savings record

• Editing & Completing Milestones - How to manage millstones with savings record.