How do I track changing reporting lines in order to tell which people what has changed in their reporting lines (Changes Report in Practice)

This is a example of using Change Report for tracking property value changes.  The approach here in practice is generic.

It is possible to use an advanced method for tracking evaluated/generated properties - not strictly supported by Change Report - using expressions and splash command.  This requires the generated property is captured at the baseline level in the first instance, and then the branch is created, including that tracker property: the Changes Report should give you the required granularity for tracking, with comparisons to the main dataset based on your changes in the branch.

Both methods are described below.

 

Basic Property Tracking in Change Report

The method here is to set a baseline property e.g. property create a branch of your main dataset, then run the activity. The changes report should give you the required granularity for manager by person, with comparisons to the main dataset based on your changes in the branch.

The steps would be:

  • create a branch from your baseline
  • make the changes in the branch
  • access the Changes Report dashboard track changes per node/tracked property

To generate an output like the below showing the differences between the baseline and the branch

 

 

 

Advanced Property Tracking in Change Report

A more sophisticated report would allow tracking of named managers, this data is not available in the original baseline so needs to be a generated property

  • Before creating the branch, in the baseline add a text property to hold manager's name, which in the below instance is called Parent
  • Add the following splash command to write manager's name across the dataset (in this case, individual names have the property name 'full name'):
node.p.fullname!!

 

  •  with the following result

The next steps would be:

  • create a branch from your baseline
  • make the changes in the branch
  • in the branch's dataset, reapply the splash command as above to reflect the new parent values
  • run the change report with configuration as below

Note that as the Parent value is generated, any change in the organisation structure in the branch means there is a requirement to again splash the standard expression if it changes.

Note also that the Changes Report currently does not support evaluated/generated properties, so if the Parent value has been changed, there will need to be an explicit Refresh action to acknowledge the changed data.

This approach could be used for other generated/evaluated properties with appropriate adjustments to the underlying expression

 

 

 

 

 

 

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