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64

answers:

4

Hi,

I am working on Audit Trail for my project and I have been asked to think of how can we display the fields which have changed between two versions. I have the list of changed fields I am looking for suggestions on how to display the fields so that user can easily find out:

  1. which fields have changed
  2. what was the old and new value

A simple approach will be to display the old and new values in grid with the top row showing new values and the bottom row showing the old value.

But this one is very basic approach

another one i thought of was to display the changed fields in color so that the user understands that these fields have changed but in this case he will not be able to get the old value of the fields.

If any one has some innovative ideas kindly let me know.

Thanks

A: 

Your idea of showing colours would be a good visual aid, but perhaps a list of changed values below the main record would also be beneficial, so you could have an "at a glance" view.

Something akin to:

Firstname: Phil -> Philip

Email: [email protected] -> [email protected]

A bit more innovative, but non standard so potentially open to usability/training issues, would be the coloured input field that when you mouseover/focus launches a bubble to the side with the old value.

philjohn
A: 

Several possibilities come to mind whose suitability depends on the user’s task (doesn’t it always?):

Task: Get a general quick overview of how things have changed in a window. Here the user needs to compare the old values along with the new, but doesn’t necessarily need to check every single field.

Design: Provide a toolbar button and/or accelerator key that swaps the new values with the old. If this can be done instantly (<500ms), the apparent animation will naturally draw the user’s eye towards places where the greatest changes were made. This is especially effective if the content is graphical (e.g., slider values, graphs, or editing an image)

Task: Crosscheck every change of every field to make sure new values are correct. In this case knowing the old values is at most a secondary task (i.e., only occasionally will a user care what the field used to be).

Design: Prominently mark the fields that have changed (see last paragraph) and show the old value as a tooltip with mouseover.

The above designs have the advantage that you can use the “normal” window intended for non-auditing purposes, cutting down on the number of windows users need to learn.

Task: Detail evaluation of how each field has changed, including perhaps a long history of multiple changes for each field, followed by occasionally correcting a value based on the history.

Design: On selection of a menu item, the window expands vertically to show old values in a read-only list below each new value. For long histories, such a list may need a scrollbar. For most alphanumeric values, it’s easier to scan vertically to see how things changed character by character than to scan horizontally. You should allow the user to edit values when in this mode and also select a value on the history list to revert the field. Saving pushes the now old values of edited fields onto the list. Tooltips may be used to provide secondary information (e.g., when each value in the history was entered and by whom).

Design: For “heavy” fields, like a large rich-text box, consider a display mode that uses strikethroughs and highlighting to show changes within the field, such as done by MS Word in Track Changes.

The above two designs still use the “normal” window, which minimizes learning, but modifies the window’s size and layout, requiring somewhat more learning and re-orientation than the first two designs.

Task: Find when and who changed specific fields. Here, the user already knows or suspects which fields have been changed and what the new values are, but now wants to know how they got that way.

Design: If the users generally needs to check only one field, then a menu item opens for the field that currently has focus a small window with a grid listing the history of values, who changed them, when they changed them, and any other auditing information (e.g., who approved it and when). If histories tend to be long, provide sorting and/or filtering. You can provide a command button that sets the current field value to one selected from the history grid. Note that this is different from the list using tooltips in that the user is primarily interested in figuring out who and when the field changed, not in what the field should be –it’s easier to scan through the timestamps, but harder to revert a value.

Design: If the user is likely to need to check and compare multiple fields in a window, provide a closeable history pane rather than a window. As the user tabs through the fields in the window, the pane updates instantly with each field’s history, complete with timestamps and usernames. A menu item can revert the field to a value selected in the pane. This is suitable for a user group for whom auditing is a fairly regular task, not an exception rare done.

The above two designs minimally disrupt the “normal” window, but require the user to learn an entirely new window or pane.

Task: Reconstruct the evolution of data objects through multiple updates of multiple fields. In this case, correcting values is not part of the task.

Design: Provide a general audit window for any arbitrary list of fields or objects, allowing the user to query/filter by fields, field values (e.g., to answer, “when was this ever X?”), windows, database tables, and, of course, timestamp range. In addition to supporting ad hoc query, you can allow the user to open the auditing window for all the fields shown in their current window. You can also provide an easy way to populate this table with fields the user regularly needs to audit or with fields that automation determines should be audited. The audit window shows a sortable grid listing the timestamp, data object (or table), field, old value and new value, and username. When sorted by timestamp (perhaps should be the default), the user can infer how changes influenced each other across fields (e.g., User A change X to 2, which probably led User B to change Y to 4). You may want to provide graphing options to help the user see correlations in changes. This is the most powerful auditing tool of the designs I’ve given, but it also requires the most training and skill to use.

For all the designs, it’s indeed a good idea to color-code recently changed fields to help the users spot what they are likely looking for (i.e., something different than the last time they looked). You may even want to have three or four gradations of recentness. I’d choose a bright color to suggest “newness,” but I’d avoid red which implies something wrong (not necessarily the case) or a required field. How about a sunny yellow “halo” around the field? Something like border will avoid issues with readability of the field. For accessibility reasons and better self-documentation, I would also include a redundant cue such as an alt-tagged icon (maybe a “sparkle”?) or simply the word “new” beside the field.

Michael Zuschlag
A: 

If each field contains fairly simple data then I might just have back and forward buttons so that you can toggle between previous and current view. In the current view (or perhaps both views) highlight the fields that have changed. The previous view should provide some visual cue that the fields are disabled (like greying them out). This gives you locality with respect to the change set (i.e. the user can quickly see what values changed) without too much visual clutter.

Rodrick Chapman
A: 

I'm lazy, so:

  1. Turn the old data into text
  2. Turn the new data into text
  3. Use diff to show the differences
  4. Educate users about how to interpret diff output
Wayne Conrad