How to Access Vendor History
Overview
Tracking vendor activity is essential for maintaining accurate records and ensuring transparency in vendor management. The Vendor History section in VIVE provides a detailed audit trail of key updates, including status changes, user notes, system logs, and other critical events. By accessing this history, users can monitor vendor interactions, review past modifications, and stay informed about important changes.
This article outlines the steps to efficiently navigate and utilize the Vendor History feature within VIVE.
Navigate to the Vendor Details Page
- Log into VIVE.
- Click on “MY VENDORS” in the left-hand navigation panel.
- Select a specific vendor from the list.
Open the Vendor History Section
- In the vendor’s details menu, locate and click on “HISTORY” in the left-side navigation.
- The Vendor History table will display a list of recorded events.
Understanding the History Table
The History section provides the following details for each event:
| Column | Description |
|---|---|
| Date | The date the event was recorded. |
| Title | A brief description of the event (e.g., Vendor Status Changed, Fee Voucher Given, etc.). |
| Communication Type | Specifies whether the entry is a User Note, System Note, or Accounting Log. |
| User | Identifies who made the update (e.g., Admin User, System, Test User, etc.). |
Filters and Search Options
- Search Bar: Use the search bar at the top to find specific history records.
- Date Filter: Click the date field and select a specific time range to filter history entries.
- Title, Communication Type, and User Filters: Use the filter fields in each column to narrow down history records.
- Display System & Email Notes: Check this box to include system-generated and email-related notes.
Resetting Filters
- Click the "RESET RESULT FILTERS" button at the top right corner to clear all applied filters and display the full history.
Exporting Vendor History
- Click on "EXPORT" in the right-hand panel to download the history records for reporting purposes.
________________________________________________________________________________________________________________
Tips:
- User Access Permissions: Only users with appropriate permissions can view vendor history.
- System Logs: Entries marked as "SYSTEM" indicate automated system changes, whereas User Notes show manual inputs.
________________________________________________________________________________________________________________
Need More Help?
For further assistance, contact VIVE's customer service:
Available 9:00 am - 6:00 pm Monday - Friday EST
- Online chat under the "Help" icon
- Email: support@getvived.com