
<section id='BaseOps_HistoryEventChunk_id'
webfilename='casehistory'>
    <title>
        Using Case History
    </title>
    <para>
        BaseOps' case history feature records the major events that occur
        as you edit a <link target='#BaseOps_IntroductionToCases_id'>BaseOps
        case</link>. Examples of such events include creating the case,
        importing data from a spreadsheet, and running the case. Each
        history event includes the time and date that the event occurred,
        and contact information for the person who performed the event.
    </para>
    <para>
        BaseOps can be configured to automatically record major events
        as they occur. Alternatively, you can maintain the case history
        by manually adding and editing case history events.
    </para>
    <section>
        <title>
            Viewing a Case's History
        </title>
        <para>
            To view a case's history, choose History Events from the <link
            target='#BaseOps_ListPane_id'>object type selector dropdown list</link>.
            The history events are displayed in the <link
            target='#BaseOps_ListPane_id'>object list</link> on the left side
            of the BaseOps window. Select an event to display its details.
        </para>
        <exhibit>
            <img src='BaseOps_CaseHistoryChunk_Viewing_ScreenCap.png'/>
        </exhibit>
        <para>
            You can sort and filter the events by a number of criteria, including
            date, contact information, and event type. See <iref
            target='BaseOps_SortingListPane_id'/> and <iref
            target='BaseOps_FilteringListPane_id'/>.
        </para>
        <exhibit>
            <img
            src='BaseOps_CaseHistoryChunk_Viewing_Sorted_ScreenCap.png'
            standard_colors='true'/>
        </exhibit>
    </section>
    <section id='BaseOps_HistoryEventChunk_AppOptions_id'>
        <title>
            Automatically Recording a Case's History
        </title>
        <para>
            BaseOps can automatically record major events that occur as you
            edit a case. To activate automatic history recording, choose <menutext>Application
            Options</menutext> from the <menutext>Tools</menutext> menu, go
            to the History page, then check the <italic>Automatically record
            case history</italic> box.
        </para>
        <exhibit>
            <img src='BaseOps_AppOptions_History_ScreenCap.png'/>
        </exhibit>
        <para>
            Each type of event automatically recorded by BaseOps is listed.
            Selected the action that BaseOps should take when each event occurs.
            You have three choices.
        </para>
        <unorderedlist>
            <listitem>
                <para>
                    <italic>never record</italic> - BaseOps never records history
                    events of this type.
                </para>
            </listitem>
            <listitem>
                <para>
                    <italic>always record</italic> - Every time an event of this type
                    occurs, BaseOps automatically adds a history event to the BaseOps
                    case, recording details of the event.
                </para>
            </listitem>
            <listitem>
                <para>
                    <italic>record once per day at most</italic> - Similar to <italic>always
                    record</italic>. However, a maximum of one event per calendar
                    day is recorded. If more than one event of this type occurs on
                    a calendar day, earlier history events of the same type are deleted.
                </para>
                <para>
                    Some history events may occur quite often. For example, you may
                    run a case many times while editing it. In such situations, it
                    is typically only that last event that is of historical interest.
                    Therefore, BaseOps can be set to automatically discard such events
                    that occurred earlier in the same day.
                </para>
            </listitem>
        </unorderedlist>
    </section>
    <section>
        <title>
            Manually Editing a Case's History
        </title>
        <para>
            Automatic history event recording is optional. If desired, you
            can disable it and manually maintain a case's history. You can
            also choose a hybrid approach, automatically recording some events
            and manually recording others.
        </para>
        <para>
            History events can be added, duplicated, and deleted as described
            in <iref target='BaseOps_ListPane_id'/>.
        </para>
        <para>
            To edit an event, first select it in the <link
            target='#BaseOps_ListPane_id'>object list</link>, then edit its
            properties in the <link
            target='#WCF_ApplicationMainWindow_id'>text pane</link>.
        </para>
        <exhibit>
            <img src='BaseOps_CaseHistoryChunk_Viewing_ScreenCap.png'/>
        </exhibit>
        <para>
            History events have the following properties.
        </para>
        <unorderedlist>
            <listitem>
                <para>
                    <italic>Event Type</italic> - Select one of the standard event
                    types. Alternatively, select <italic>User-Defined Event</italic>,
                    and type a short description of the event in the text box that
                    appears.
                </para>
                <exhibit>
                    <img
                    src='BaseOps_CaseHistoryChunk_UserDefinedEvent_ScreenCap.png'/>
                </exhibit>
            </listitem>
            <listitem>
                <para>
                    <italic>Date/Time</italic> - Select the date and time that the
                    event occurred. The time should be entered using a 24-hour clock
                    format, as in "14:25" for 2:25 PM.
                </para>
            </listitem>
            [-include "BaseOps_Notes_ListItem.rxl"    ObjectTypeName='history event'-]
            <listitem>
                <para>
                    <italic>Contact</italic> - Type contact information for the person
                    performing the history event. As a convenience, when an event
                    is added, its initial contact information will be the name, position,
                    and organization of the default contact information that is set
                    on the Contact Information page of the Application Options dialog
                    box.
                </para>
            </listitem>
        </unorderedlist>
    </section>
    <note type='note'>
        <para>
            If desired, you can edit or delete automatically-added history
            events just as you can manually-added ones.
        </para>
    </note>
</section>
