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History

Searchable timelines of what happened, when, and who did it — across actions, audits, supervision, care hours and meetings.

Who can use it: care-home managers and administrators.

Where to find it

Open Governance → History.

The History library: cards for actions activity, audit completions, supervision / appraisal history, care hours history, meetings history and recent activity

The history library

Each card opens one timeline, with its own filters, a sortable table and CSV export:

  • Actions activity — every edit, completion and evidence change across every action in the home.
  • Audit completions — every saved audit or compliance-document completion: who, when, the date range and type.
  • Supervision / Appraisal history — every supervision and appraisal event: submissions, signatures, acknowledgements, amendments and change requests.
  • Care hours history — every saved care-hours log, effective date and who changed it.
  • Meetings history — every meeting created, completed, cancelled or archived.
  • Recent activity — every sign-in and audit-log event in the home: who and what, filterable by date, event type and free text.

How to

  1. Click a card.
  2. Filter by date, person or type, or search the text.
  3. Sort the table, then export to CSV if you need a copy.

Good to know

  • History answers "what happened, when, and who did it". For trends, totals and key figures, use Reports.

Related: Reports and exports · Audits

← Back to Reports & insights

Need more help? Email [email protected].