Material Timeline and Audit Trail
📜 Material Timeline and Audit Trail in Ontraccr
Overview
Every material and assembly in Ontraccr comes with a built-in audit trail called the Timeline. This feature provides a transparent history of edits, quantity updates, and workflow-triggered changes — so your team always knows what happened, when, and why.
This article shows how to access the timeline and what kinds of actions are tracked.
🔍 How to View a Material’s Timeline
- From the Materials Page, click on any material or assembly.
- This opens the non-edit view of the item.
- At the top, switch to the “Timeline” tab.
🧾 What the Timeline Shows
The timeline includes:
- Creation details (date/time and who created it)
- Edits to:
- Name, description, pricing, cost codes, etc.
- Inventory quantity or thresholds
- Workflow activity:
- Updates from forms or processes (e.g., daily logs, purchase orders)
📌 Use Case: See if inventory dropped because a team member submitted a daily log that debited wire.
🔄 Integration with Workflows
If your forms or boards use the “Update Material” step, any automatic changes will also appear in the timeline.
Example:
A daily log form deducts 5 units of wire.
Timeline entry appears:
“Material debited by 5 units via Daily Log (submitted by John Doe on May 10)”
📌 This creates a full audit trail, even for automated system actions.
✅ Benefits
- Transparency: Know when stock levels changed or fields were edited.
- Accountability: See which user made each change.
- Troubleshooting: Quickly track down inventory issues or data entry errors.
🧠 Real Use Cases
- Confirm whether a part was added manually or via upload
- Audit labor pricing changes during a rate update
- Validate inventory deductions tied to a work order