How Can We Help?
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General
- How can I provide feedback or request enhancements for the Directory Manager Web Portal?
- How can I tell what Version of Directory Manager I have?
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- Is there any personal information held in Directory Manager?
- What components is Directory Manager Comprised of?
- What Is Directory Manager?
- What is the current Version of Directory Manager?
- What is the Directory Manager Configuration Client?
- What other components can be added to Directory Manager?
- What Version of Directory Manager Should I have?
- Who is allowed to log a ticket on behalf of our NHS Trust, and how can I request access to the ticketing system?
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- How can I address errors or issues encountered while using the Directory Manager Web Portal?
- How do I upload a CSV using the Web Portal
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- Is there training available for using the Directory Manager Web Portal?
- What are the main components of the Navigation Pane in the portal?
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- What is the purpose of the "Recent Transactions" feature in the portal?
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Configuration
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Access
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- Can I change the default timeout for the Web Portal?
- Can I change the login method for accessing the Web Portal?
- How can I access the Directory Manager Web Portal if I’m unable to do so?
- How can NHS Trusts control who can log a ticket in the Directory Manager Portal?
- How do I access the Directory Manager Web Portal?
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- How do we control who has access to the portal?
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- What are the best security practices when using the Directory Manager Web Portal?
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Provisioning & Account Management
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- How Can I Bring Back a Cancelled Transaction in Directory Manager?
- How can I cancel a transactions we no longer want/need?
- How do I approve of a transaction?
- How do I find specific transactions using Pending Search?
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- How do I Suspend a transaction?
- How Does NHSMail Provisioning Work in Directory Manager?
- Is there a way to see if a PDI has any pending transactions?
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- How can I create a new user account using the Directory Manager Web Portal?
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- How do I reconcile records with a different EmployeeID in Directory Manager?
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- What should I do if an AD Account Created but has not been given an NHSMail Account?
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- When a new user is added through ESR, what status is required before DM will pull down the data and how long does it take?
- Why have transactions failed?
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- Does Directory Manager Also Remove Groups?
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- Why have transactions failed?
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- Does Directory Manager Also Remove Groups?
- How can I see what rule a Transaction met?
- How do I unlink records?
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- What should I do if I am unable to find a record in the portal?
- What should I do if I have approved a Transaction and my record has not been created/updated?
- Why have transactions failed?
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- Does Directory Manager Also Remove Groups?
- How can I see what rule a Transaction met?
- How do I unlink records?
- What is the process for a user who Retires and Returns?
- What should I do if I am unable to find a record in the portal?
- What should I do if I have approved a Transaction and my record has not been created/updated?
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- How do I revoke a PDI?
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- Can I give a record a specific PDI?
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- A System Link is on the wrong PDI, how can I move this to the correct one?
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- I have a match with weighting above the linking threshold why has it not auto linked?
- What are the Descriptors on a System Match?
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- What should I do if I am unable to link a System Match because there is an existing link?
- What should I do if I have opened a match but all the fields for the incoming record are Blank?
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- What should I do if I have unlinked a record from a Digital Directory Profile but it has disappeared?
- Why has a new PDI automatically been created?
- Why Has My Record Not Auto-Linked in Directory Manager?
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Reports and Notifications
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Privacy Compliance and Data Handling
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- How can I access the Directory Manager Web Portal if I’m unable to do so?
- How can NHS Trusts control who can log a ticket in the Directory Manager Portal?
- How do we control who has access to the portal?
- What are the best security practices when using the Directory Manager Web Portal?
- What are the different user roles and permissions in the Directory Manager Web Portal?
- What permissions are required to approve pending transactions?
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What is the purpose of the “Recent Transactions” feature in the portal?
Posted
Updated
ByKieran Jarvis
What is the purpose of the “Recent Transactions” feature in the portal?
“Recent Transactions” provides an audit trail of changes made to a user account including when a new account is created, changes, renames and expirations along with details of the rules triggered and the technologies applied such as AD, Groups, Exchange, Filesystems and Azure. Click on the details link to view transaction information for troubleshooting.
This feature is valuable for determining if and when a transaction was processed and for providing data when raising support tickets with the BDS Service Desk.
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