The ‘Audit’ button in the ‘View’ column can be used to see what has happened to a document in intervention. You can use the ‘Columns’ button if you can’t see this column. The ‘Audit’ button will only be visible for documents that are currently in intervention or have been through intervention.
The following is an example of what the screen might look like when you click the ‘Audit’ button. The actions are ordered from bottom to top and there is a time-stamp for each stage.
This document has gone into the Pennine intervention (as can be seen from the ‘Name’ column) and has been submitted by an ELFS email address. This means that it must have gone straight into ELFS’s side of intervention. The ‘Audit’ screen doesn’t differentiate between different types of submission – this document could have been junked, returned to sender, submitting successfully after using completion etc. The ‘Status’ and ‘Reason’ columns in the main Portal screen will tell you what has happened to the document.
Alternatively, notes can be added in intervention to explain what action is being taken. Here is one example:
Working from bottom to top we can see from the left-hand side that the document was sent the Herts Community intervention and then transferred over to ELFS’s side of intervention by a CloudTrade email.
On the right-hand side, we can see the notes. When CloudTrade transferred the document over, they added an explanation of the issue and a request for information. Then an ELFS added a note detailing the action they had taken. Finally, the same ELFS employee added a note with the supplier code and transferred it back to CloudTrade. We can see when it was transferred by looking at the top action on the left.
At the time of taking this screenshot the document was still in intervention, as signalled because the top action is not ‘submit’.