Plan Change Log
The Plan Change Log Screen displays all coding and data activity for the selected Plan within the Sponsor.
Screen Items
  • Recorded Changes List: list showing each change made to the Plan Document, including the prior and new values.
  • Excel: click this button to generate an Excel spreadsheet with the changes in the table.
  • Transaction Dates Filter: are to filter items to display in the transactions list based on start and stop date.
  • User ID Filter: use this dropdown to only show changes made by a particular user.
  • Items to Show: select the specific item category for which changes will be displayed.
PensionSoft Corporation | 860.540.3690 | support@pensionsoft.com