History

Access the History function under the Borrower Services tab when you want to review any action that has transpired on the borrower’s record. The transactions on the history screen are created as a result of other processes that were previously performed for this borrower. This could include applying a benefit, posting a payment, or generating mail.

Note: You cannot generate a history entry manually.

You can view a list of all of the borrower’s transactions, or you can use filters to display transactions by certain criteria. To learn how to use the filters on the History screen, click on this link: Use filters to retrieve and review history entries for a borrower.

To View a History Entry

When you first access this function, you will see the screen is comprised of an upper and a lower panel. The upper panel is used to specify which transaction code(s) should be retrieved. By default, all transaction groups and codes are selected.

The lower panel provides a listing (of up to 15) of the most recent history entries for the borrower, in descending date order. Each entry is represented by the date/time of the entry, the transaction code, and the ID of the user who created the entry (if any). Click on the Magnifying Glass icon to the left of the entry to review the history detail.

Links to additional pages will be displayed if there is more than one page of history records. Click on the corresponding page link to view that page.