To view the timeline entries from File Plan:

  1. On the list view, browse to the workspace, folder, sub-folder, or record.

  2. Select the kebab_menu.png kebab menu and then select Timeline next to the workspace, folder, sub-folder, or record for which you want to view the timeline. The timeline entries are displayed and provide the changes made for the workspace, folder, sub-folder, or record.

    file_plan_timelines.png

Each timeline entry for File Plan displays:

  • Timelines for the schedule names applied or removed from the workspace, folder, sub-folder, or record, along with the user who made the change.

  • Timelines for the hold names applied or removed from the workspace, folder, sub-folder, or record, along with the user who made the change.

  • Timelines of denials or approvals made to the workspace, folder, sub-folder, or record, along with the user who has denied or approved the task.

  • Other changes made to the workspace, folder, sub-folder, or record.