Order History

See every change made to an order, who made it, and when, from the History tab.

Last updated About 3 hours ago

Introduction

Orders change all day. A due date moves, a status flips, someone gets pulled off a stage. The History tab records all of it: every change to an order, newest first, with who made it and when.


Where History Lives

Open an order and click the History tab in Order Details. It opens on the whole order: every phase, component, and stage underneath it.

The History tab in Order Details

From Planning, click into a phase, component, or stage and its edit tray has a History tab too. It's the same log, scoped to whatever you opened.


Reading an Entry

Each entry is one plain-language line: "Unit 2002 completed," "Unit 2002 due date 6/30/2026 β†’ 7/14/2026," "Maria assigned to Cut." Underneath it, who made the change and when, in your local time.

A single history entry, with who made the change and when

System means Building Swell made the change on its own, not a person.

When one change sets off others, an italic line says so: "Because Phase A rescheduled," "Cascaded to 14 items below," "Rolled up to Order X." Moving a due date that shifts 40 other dates is one entry, not 40. Click Show details to see everything that one action touched, laid out as a tree.


This Record vs. the Full Order

A toggle at the top of the tab controls how much you see.

Toggle

What it shows

Full order (or Full phase, Full component, Full stage, named for where you are)

Everything under the record you opened: phases, components, stages, and their steps.

This record

The record itself, plus its own stages and steps. Not its child components or phases.

History scope: this record versus the full order

Why a phase and its stages sometimes look identical

Work sessions and form entries live on stages, not on the phase above them. On a phase that only holds stages, This record and Full phase show the same list, because there's nothing at the phase level to leave out.


Filtering by What Changed

Chips above the list narrow it to one or more kinds of change: Record, Status & progress, Dates & scheduling, People, Comments, Documents, Route & stage, Forms, Work sessions. Pick none and you see everything.


What Each Kind of Entry Says

Chip

What you'll see

Record

Created, duplicated from another item (with a link to it), renamed, quantity changed, moved, archived, restored, tags updated, or other details changed (project, shop, cost code, work order).

Status & progress

Completed, started, sent to rework, ready, put on hold, waiting, or a progress percentage moving.

Dates & scheduling

A due date set, cleared, or changed; a reschedule (start and end dates); planning changes (cycle time, duration, crew size); a dependency added or removed.

People

Who was assigned or removed. Swapping one person for another shows both sides at once.

Comments

The comment itself, with any attachments you can open. A reply quotes the comment it answers. A deleted comment shows as removed.

Documents

A document added or removed, as a click-to-open chip.

Route & stage

A route or stage applied or removed.

Forms

A form passed, failed, completed, removed, or its verdict changed.

Work sessions

Someone checked in, logged time, or had a session corrected.

History entries for work sessions

Work session times are when the work happened

A session logged after the fact, like a timesheet correction, shows the actual hours worked, not the moment someone typed it in.


What History Doesn't Do

Nothing in the tab can be edited or deleted. Notes added to an order's Notes tab don't appear here. And you only see what your role can already read: a role limited to one department sees that department's entries, not the whole order's.


Tips

  • Filter before you scroll. Chasing a moved date is a Dates & scheduling job. Checking who worked a station is a Work sessions job.

  • Switch to This record on a stage when you want one station's check-ins without the rest of the order around them.

  • Open Show details on any count line. "Cascaded to 14 items below" doesn't say which 14. The tree does.


Have additional questions? Reach us at support@buildingswell.com.