Viewing an SDS Service History

The SDS service history is a chronological record of an SDS’s major events in your system. This record shows the following data for each event:

● Action: An icon representing the nature of the event.

● Description: A brief description of the event. See below for details on each description.

● Site: The site where the event occurred.

● User: The username of the user who performed or caused the event.

● Replacement: An icon linking to the SDS that replaced this SDS (shown only for events indicating the SDS was archived and replaced).

● Date: The date when the event occurred.

The Description column can show any of the following standard event descriptions:

● New Sheet Created: Indicates the creation of the SDS in your system. This event is logged when any of the following actions occur:

● A user creates an SDS using the simple method of SDS creation. See Creating an SDS (Simple Method).

● A user creates an SDS using the detailed method of SDS creation. See Creating an SDS (Detailed Method).

● A user creates an SDS by cloning an existing SDS. See Cloning an SDS.

● A user creates a new SDS while performing an SDS task in the MRAP module. See MRAP Task Types. (Requires the Material Request & Approval module.)

● An SDS is created as a result of installing new data delivered by Sphera.

● Assigned to Site: Indicates when the SDS was assigned to a site. This event is logged when any of the following actions occur:

● An SDS is assigned to a site using its Sites page. See Assigning an SDS to a Site.

● An SDS collection is assigned to a site using a batch data operation. See Assigning SDSs in a Collection to Your Site.

● A local site user creates an SDS using the simple method of SDS creation. The new SDS is automatically assigned to the user's local site. See Creating an SDS (Simple Method).

● A local site user creates an SDS using the detailed method of SDS creation. The new SDS is automatically assigned to the user's local site. See Creating an SDS (Detailed Method).

● A local site user creates an SDS by cloning an existing SDS. The new SDS is automatically assigned to the user's local site. See Cloning an SDS.

● A local site user creates a new SDS while performing an SDS task in the MRAP module. The new SDS is automatically assigned to the user's local site. See MRAP Task Types. (Requires the Material Request & Approval module.)

● A material request including an SDS task and a Sites and Locations (Corporate) task is approved in the MRAP module, causing the selected SDS(s) to gain one or more site assignments. See MRAP Task Types. (Requires the Material Request & Approval module.)

● An SDS with one or more site assignments is created as a result of installing new data delivered by Sphera.

● Removed from Site: Indicates when the SDS was un-assigned from a site. This event is logged when an SDS is un-assigned from a site using its Sites page. See Un-Assigning an SDS from a Site.

● Site Archive: Indicates when the SDS was archived at your local site. This event is logged when any of the following actions occur:

● A local site user archives an SDS. See SDS Archiving.

● An SDS collection is archived at your site using a batch data operation. See Archiving SDSs in a Collection.

● The Auto-Update tool in the Corporate Archiving interface is used, causing outdated SDSs to be locally archived. See Auto-Updating SDSs.

● Sphera delivers or assigns a newer revision of an SDS to the site, causing old revisions of the SDS to be locally archived, depending on the site configuration. See Administration: Sites.

● Corporate Archive: Indicates when the SDS was archived at Corporate. This event is logged when any of the following actions occur:

● A Corporate user archives an SDS. See SDS Archiving and Administration: Corporate Archiving.

● The Auto-Update tool in the Corporate Archiving interface is used, causing outdated SDSs to be archived at Corporate. See Auto-Updating SDSs.

● Site Unarchived: Indicates when the SDS was un-archived at the local site. This event is logged when any of the following actions occur:

● A local site user un-archives an SDS. See Un-Archiving an SDS.

● An SDS collection is un- archived at your site using a batch data operation. See Un-Archiving SDSs in a Collection.

● Sphera delivers a site assignment for an SDS currently archived at that site, causing the SDS to be locally un-archived there.

● Corporate Unarchived: Indicates when the SDS was un-archived at the Corporate level. This event is logged when a Corporate user un-archives an SDS at the Corporate level. See Un-Archiving an SDS and Administration: Corporate Archiving.

● Updated: Indicates when the SDS was updated with new information. This event is logged when Sphera delivers data (such as data corrections or additions) for an existing SDS in your system.

● Text File Updated: Indicates when the SDS got a new primary text file uploaded. See Uploading SDS Files.

Follow the procedure below to view an SDS's service history. With the required access points, you can also alter the recorded date of any entry in the history.

To view an SDS's service history:

Starting at the SDS Home page (How do I get there?), do the following:

1. Click the Service History icon on the SDS toolbar. The SDS’s service history will open.

2. To edit the date of a history action, click the edit () icon in the far left column, do your editing in the field that appears in the Date column, and click the Save button. If the SDS was ever archived with a replacement, you may click the icon in the Repl[acement] column to view the replacement SDS.