View record activity

Track information events associated with a specific record. Audit a history of updates made to the record, including stage or workflow transitions, updates on associated documents, activity on logged artifacts, and more.

What is tracked on record activity?

The record Activity page shows a history of activities for the selected inventory record, including actions performed by users in your organization, activity from automated workflows, and updates generated via the ValidMind Library, such as:

• Fields updated
• Stage transitions
• Updates to documents: documentation, validation reports, ongoing monitoring reports, or custom documents
• Test results or metrics added via the library
• Artifacts added, updated, or removed
• User comment creation and replies on documents
• Stakeholders added or removed
• Workflow activity

Prerequisites

• You are logged in to ValidMind.
• There are records registered in the inventory.¹

¹ Register records in the inventory

View record activity

To view record activity:

1. In the left sidebar, click Inventory.

2. Select the type of {Record} you want to view activity for by clicking on {Record} Inventory.²

3. Select a record or find your record by applying a filter or searching for it.³

4. In the expanded sidebar that appears for your record, click Activity.

² Manage inventory record types

³ Working with the inventory

View individual field activity

To view activity for individual inventory fields:⁴

⁴ Edit inventory fields

1. In the left sidebar, click Inventory.

2. Select the type of {Record} you want to view field activity for by clicking on {Record} Inventory.⁵

3. Select a record or find your record by applying a filter or searching for it.⁶

4. Hover over the field whose individual activity you want to view until the icon appears.

5. Hover over to view individual activity for that field.

⁵ Manage inventory record types

⁶ Working with the inventory

Filter record activity

Filter to narrow down record activity by category or specific values:

1. In the left sidebar, click Inventory.

2. Select the type of {Record} you want to filter activity for by clicking on {Record} Inventory.⁷

3. Select a record or find your record by applying a filter or searching for it.⁸

4. In the expanded sidebar that appears for your record, click Activity.

5. Click Filter to open the filter popover.

6. Click Add Rule to add a filter condition.

7. From the Select category dropdown, choose your filter options:

   Event Category

   Shows all events in a category:

   • Logged Artifacts⁹ — Artifacts logged on the record, by type.¹⁰ Only types of artifacts logged on the record will appear for selection.
   • Logged Metrics¹¹ — Metrics over time logged on the record.
   • Record Stakeholders¹² — Stakeholders added or removed from the record.
   • Record Fields¹³ — Inventory fields updated on the record (label reflects current UI).
   • Record Documents¹⁴ — Updates made to documents on the record, including any logged test results from the ValidMind Library.¹⁵
   • Record Lifecycle¹⁶ — Record stage transitions.
   • Record Workflows¹⁷ — Workflow activity on the record.

   Filter by Value

   Shows events for specific values in a category you select. Select a value key, then choose one or more specific values from the secondary dropdown:

   • Logged Artifacts¹⁸ — Artifacts logged on the record, by type.¹⁹ Only types of artifacts logged on the record will appear for selection.
   • Record Fields²⁰ — Inventory fields updated on the record. Only inventory fields populated on the record will appear for selection.
   • Record Documents²¹ — Updates made to documents on the record, including any logged test results from the ValidMind Library.²² Only documents with activity will appear for selection.
   • Record Workflows²³ — Workflow activity on the record. Only workflows applied to the record will appear for selection.
   • User²⁴ — Events performed by user. Only users with activity on the record will appear for selection.

   (Optional) Add more rules by repeating steps 5 and 6. Multiple rules combine with AND logic.²⁵

8. Click Apply Filters to apply your filter rules.

⁷ Manage inventory record types

⁸ Working with the inventory

⁹ Working with artifacts

¹⁰ For example, selecting Artifacts: Validation Issue shows all validation issue artifact type events.

¹¹ Work with metrics over time

¹² Manage record stakeholder types

¹³ Edit inventory fields

¹⁴ Working with documentation

¹⁵ ValidMind Library

¹⁶ Manage record stages

¹⁷ Working with workflows

¹⁸ Working with artifacts

¹⁹ For example, selecting Artifacts: Validation Issue shows a secondary selection for the names of validation issue artifact type events.

²⁰ Edit inventory fields

²¹ Working with documentation

²² ValidMind Library

²³ Working with workflows

²⁴ Manage users

²⁵ For example, filter by an event category AND a specific user to see only that user’s activity in that category.

Remove active filters

After applying filters, active conditions appear as chips below the header. Click on any chip to remove that filter, or click Clear All Filters to reset.

Share filtered views

Filters persist in the URL, so you can share or bookmark a filtered view.