View screen snap shot history
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For me the use case is mostly to readily confirm no net changes apply to documentation I have sent to other parties, such as invoices, group certificate, payslips, BAS, Tax (profit & Loss statement, Balance sheet).
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I agree when net changes have occurred then Managers detail history feature is the best way to know why. However the “solution” will depend on the details of why the values are different, for example if the old data was wrong for any reason, then ensuring the third party is now working from current values and has discarded the old would be the required action. Together with retaining access to prior correspondence.
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The test needs to be simple so it is independent of changes by users, settings, and program code.
A possible implementation is to add view screen snap shots to key Manager screens.
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When the user prints, emails or saves from that view screen, the output text and numbers are saved. A simple format should be used that supports easy later comparison, a text file is probably appropriate. I used “Output metadata” above to try and describe this but that’s probably a miss leading description.
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When a user later looks at the view screen history, the historical number and text are shown but any values which are different to the current dynamic report are highlighted.
I agree. The changes the user intends would show as changed. But ideally the things which have not changed would also show as not changed such as the totals