The Change Log tab records every change made to a savings initiative's details, financials, milestones and owners: what changed, from what to what, who changed it and when. Use it as an audit trail.
Before you start
View the change log
Open the savings initiative
Go to Savings Management > Savings Initiatives and click the saving.
Click the Change Log tab
Each entry shows who made the change and the Change Date.
Narrow the list
Use Filter Log By Tab to show only Saving Summary, Saving Financial, Saving Milestone or Saving Owner changes, or type in Search.
Expand an entry
Click an entry to see each change grouped by tab, for example Milestone: Milestone 2, Baseline Spend: Changed from 10,000 to 12,000.
What happens next
Nothing changes: viewing or filtering the log doesn't alter the saving.
New changes appear automatically: edits to the saving, its financials, milestones (including completed ones) and owners are added as they happen.
Documents aren't logged here: uploads and changes on the Documents tab don't appear in the change log.
Troubleshooting
An upgrade window opens when I click an entry
Field-level details need the Savings Plus plan. You can still see who changed the saving and when. See What's Included on the Free Plan and Plus Plans.
I can't filter by user
The only filter is Filter Log By Tab, plus a Search box. Each entry shows who made the change, so you can scan the list for a person.
A document change isn't in the log
Document changes aren't recorded in the change log. Check the saving's Documents tab.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.