Viewing Policy History

Prev Next

Introduction

The Policies > History feature in the Workforce Experience Platform (WXP) enables you to track all changes made to a policy over time. This capability provides transparency, ensures accountability, and helps with troubleshooting when policy behaviors change unexpectedly.

This guide explains how to access and interpret policy history, including best practices to follow.

Prerequisites

  • You must have access to the WXP platform with appropriate permissions.

  • At least one policy must be created and modified in the system.

Viewing Policy History

  1. Log in to your Workforce Experience Platform. The Home page is displayed.

  2. From the left menu of the platform, click Remediations > Policies. Three tabs are displayed - PCs (default), Printer Policies, and Assignment.

  3. Locate the policy you want to investigate on PCs tab or Printer Policies tab.

    • Use the search option to find corresponding policies.

  4. Click on the policy name to open its details page. Three tab are displayed - Overview, Assignments, and History.

  5. Click on the History tab. A chronological record of all changes to the policy are displayed, with the following details:

    • Time: The exact date and timestamp when the change occurred. For example, "March 20, 2023 at 7:19 AM MST”.

    • Description: A detailed description of the change, including:

      • The name or ID of the user who created or updated the policy.

      • The type of action taken. For example, created, modified, and assigned.

      • Brief text about the specific change. For example, "Bruntz, Joseph assigned policy 'Driver GVA' to device group '6475df5263762c469105ecdb'" or "Bruntz, Joseph created a new policy 'Driver GVA'"

Filtering and Searching Policy History (If Available)

Depending on the policy's age and activity level, you may need to filter or search the history:

  1. Use the search field at the top of the History tab to find specific changes

  2. Look for filtering options that may allow you to:

    • Filter by date range

    • Filter by user

    • Filter by action type (creation, modification, assignment)

Interpreting Policy History Information

When reviewing policy history, pay attention to:

  1. Timing of Changes: The date-time when modifications were made.

  2. Sequence of Events: The chronological order can reveal cause-and-effect relationships.

  3. User Attribution: The user who made that last update to establish accountability.

  4. Assignment Changes: The timeframe when the policy was assigned to or removed from device groups

  5. Setting Modifications: Specific configuration changes that might affect behavior

Best Practices for Using Policy History

Regular Audits

  • Schedule regular reviews of critical policy histories to ensure only authorized changes are being made.

  • Document major policy changes in your change management system with references to the history timestamps.

Troubleshooting with History

  • When investigating policy-related issues, always check the history to identify recent changes.

  • Compare timestamps between policy changes and reported issues.

Change Documentation

  • When making significant policy changes, add detailed notes in your change management system.

  • Reference specific policies and the changes being made for future audit trails.

Training New Administrators

  • Use the policy history feature to demonstrate change tracking for new team members.

  • Show how history can be used to understand policy evolution over time.

Related Articles

Contact Us Articles

If you encounter any issues, create a support case or email [email protected].