icon under Account Balance. The
Account screen appears.History can be viewed from the Quick View panel on the Student Records and Adults and Teachers screens, and on the History tab in Applications, Student Records, and Adults and Teachers.
Patron History – Quick View
Use the following procedure to view patron history from the Quick View panel on the Student Records or Adults and Teachers screen.
1. Go to Community > Student Records or Community > Adults and Teachers.
2. Search for and then double-click the record line item. Record information appears in the Quick View panel.
3. In the Quick View panel,
click Adjust Funds or click the icon under Account Balance. The
Account screen appears.
4. Click the 
icon (View Transaction History)
to view the Transaction History report. Click the Printer icon to
print the report.
5. Click the X in the top-right corner of the screen to close the report.
Use the following procedures to view history on the History tab accessed from the Applications, Student Records and Adults and Teachers screens.
Note: Previously, history could be viewed in the History section on the Settings tab in Student Records and Adults and Teachers. That section has been removed from the Settings tab. History can now be viewed on the History tab.
History Tab - Student Records
History data is available back to the date of the last rollover (current year).
1. Go to Community > Student Records.
2. Locate the student record and click More Details.
3. Click the History tab on the details screen.
4. The following history type and detail levels can be set:
•Student/Simplified: Provides information related to basic student enrollment and eligibility changes. This is the History tab default.
•Student/Full: Provides information on changes to all fields related to student demographic and eligibility.
•Household/Simplified: Provides information on main items related to the determination of Household eligibility.
•Household/Full: Provides extended information on changes to fields within the Household/Application.
5. The following fields appear on the History tab:
•Change Date: Date and time of the change. History defaults to the most recent date first. Click the Change Date header to reverse the order to oldest date first.
•Name: For student history, this is the name of the student currently selected. For household history, this is the name of the student or member in the household for which the change is being made.
•Field Changed: Name of the field that was changed.
•Changed By: Name of the user who made the change.
•Description: Description of the change made.
History Tab - Adults and Teachers
History data is available back to the date of the last rollover (current year).
1. Go to Community > Adults and Teachers.
2. Locate and then double-click the student record.
3. Click the History tab on the details screen.
4. The following fields appear on the History tab:
•Change Date: Date and time of the change. History defaults to the most recent date first. Click the Change Date header to reverse the order to oldest date first.
•Name: Name of the adult currently selected.
•Field Changed: Name of the field that was changed.
•Changed By: Name of the user who made the change.
•Description: Description of the change made.
History Tab – Applications
Clerks can use the History tab to audit changes to an application. History data is available back to the date of the last rollover (current year).
1. Go to Community > Eligibility > Applications.
2. Locate and then double-click the student record.
3. Click the History tab on the Applications details screen.
4. The following history detail levels are provided: All History, Status Changes, School Changes, Letter History, and Simplified.
5. The following fields appear on the History tab:
•Change Date: Date and time of the change. History defaults to the most recent date first. Click the Change Date header to reverse the order to oldest date first.
•Name: The name of the student or member in the household for which the change is being made will appear in this field. If a change is being made to a general field on the application (for example, Application Number), Household will appear in this field.
•Field Changed: Name of the field that was changed.
•Changed By: Name of the user who made the change.
•Description: Description of the change made.