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DCR task history

Data Stewards and Data Managers can see the entire history of actions for each task. Previously, you could only see the changes that the last user made to a processed (completed) task. Now, you have a complete view of the changes that occur on DCRs from the time they are created until they are completed.

This enhancement is enabled by default in your Network instance.

Supported tasks

The task history will be available for all tasks created after Network 24R3.0 is released. All actions are tracked from task creation to task completion.

Tasks that were created and are pending when 24R3.0 is released will contain some details, but not the entire history.

Tasks not supported

Tasks that were processed before 24R3.0 are not back-filled with historical data.

View task history

To view all actions that occurred on a task:

1. Open a DCR and click the DCR Task History button.

   

   The DCR Task History Details dialog displays.

2. On the DCR Task History Details dialog, each change to the task displays the following information:

   • Version - The version assigned to each change. The versions display in reverse chronological order (latest change to first change).

   • Timestamp - The time that the change was made.

   • Action By - The user that made the change.

   • Action - The updates applied to the task.

     For a list of the actions, see Task history actions below.

   • Reassignment - The task was assigned to a user.

3. Click a version to review the field changes in the DCR Task History Details section.

   By default, the latest version of the changes display.

   

   The field details display any changes that occurred.

   • Field - The field label.

   • Previous Value - The field value in the previous, or original, version of the task history.

   • Requested Value - The requested change to the field value.

   • Saved Value - The value saved in this revision.

   • Field Change Status - The status of the field for the revision.

     The following statuses are supported:

     • Accepted - The value was accepted in this revision.

     • Added - The value was added in this revision.

     • Auto Applied - The value was automatically accepted in this revision.

     • Modified - The field value was changed.

     • Pending Review - The value has not been accepted or rejected.

     • Rejected - The value was not accepted.

   Reassignments

   If the action was a task assignment, for example, the task was claimed by a Data Steward, the DCR Task History Details section displays only the following message: Task reassignment: No field updates.

4. Click the x icon to close the DCR Task History dialog.

Task history actions

The following actions are tracked for each DCR.

Action
Approved DCR Processing Error	Task was not processed successfully because of validation or system errors.
Claimed Task	Task is assigned to a Data Steward.
Created Task	Task submitted.
Converted to Change Request - ACT Match	Add Request task automatically matched to an existing record so the task was converted to a Change Request task.
Converted to Change Request - ASK Match	Add Request task was automatically created as a Suspect Match task and a Data Steward approved the match.
Converted to Change Request - Manual Match	Data Steward manually clicked the Match button on the DCR.
Converted to Change Request - Pending Local Stewards Processing	Add request was converted to a change request by OpenData. Local Data Stewards need to process changes to local fields.
Processed by Master - Approved	Task was approved and closed by Veeva OpenData.
Processed by Master - Partially Approved	Task was partially approved by Veeva OpenData.
Processed by Master - Rejected	Task was rejected by Veeva OpenData.
Processed Task	Task is completed and closed.
Reassigned Task	Task was reassigned to another user.
Released Task	Data Steward assigned the task back to the Inbox Task Group.
Saved Task	A Data Steward saved the task.
Submitted to be Processed	Task was submitted and data validation rules will be applied.
System Auto Approval	Custom fields were auto-approved according to the workflow settings.
System Auto Rejection	Task was rejected according to the workflow settings.

Task source

The source system that generated the task now displays in the Associated Tasks dialog. Data Stewards can use the details in the Source System column to prioritize tasks submitted by different sources.

The Associated Tasks dialog is available on data change requests and record profiles.

Supported tasks

Source data is added for suspect match tasks, add requests, and change requests.

Example systems

• VCRM - The task was submitted from a downstream system associated to Veeva CRM.

• No System - The source that created the task did not have a defined system, or the DCR was created locally through the Network UI.

This enhancement is enabled by default in your Network instance.