Understand History Records

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 10, 2023 by Pamela Totas (Deactivated)
2 min read

The Edit Entity workspace in PDC allows you to view the entity history mode, which permits you to maintain history data of an entity. By default, you will see two columns in Entity Details tab. The first is the most recent history record for the checked out entity. The second is the 'second most recent' history record. By default only the most recent record is enabled for editing. The second most recent record is shown as a reference to you, so you can easily identify any recent changes to the entity. By default, it is displayed as inactive (grayed out) because it is not editable. However, editing older history is allowed once history has been enabled.

To open the Entity Details view, which enables you to view details for an entity, perform one of the following steps:

  • Double-click the entity name in the Summary workspace. 

  • Otherwise, select an entity and click Edit in Manage group of Home tab. 

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To enable the history records over a period of time, you set the start and end date parameters to the desired range and click Apply Filters. You see all the entity history records, if available, in that date range starting with the most recent going from left to right.  

Working with Entity History

  • Entity history provides the historical representation of the entities data. You can view, and in some cases can add and edit historical entities data. 
    For example, you can edit the Entity Name, Entity Long Name, Legal Name, Entity Alias, and so on within the Details tab. But you cannot edit an Entity ID.

  • The Assignment tabs also allows you to view and edit current and historical information for Benchmarks, Peer Group Association, Disclosures, and other Entity tabs.