Transaction History tab for Personnel

Updated by Cheryl Wallace

This tab lists all of the transactions related to the employee. To view the transaction history for a specific employee, look up the personnel record and select the Transaction History tab.

Outstanding issues for items checked out to the individual are highlighted in yellow. Items that are overdue are highlighted in red.

​Double-click on any row to view the transaction details in the Transactions window.
To change the number of entries shown, select a number to view from the Show...entries drop down list.
Click the Show Outstanding Items Only check box to display only items that are currently issued to the current entity.
Click to send a list of outstanding inventory to the email address for this personnel record.

Fields on this tab include:

Location

The location in which the transaction took place.

Date

The date the transaction took place.

Due Date

The date the item is/was due to be returned.

Item ID

The item ID of the inventory record.

Part Number

The part number of the item.

Description

Th description of the part number.

Activity

The transaction type for this record.

Status

The status of the item at the time of the transaction.

Quantity

The quantity of the part number for the transaction.

Watch this video for an overview of managing personnel, references, tips, and best practices.

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