Field History Tracking

Contents

About Field History Tracking

Some state-specific fields are tracked historically. PowerSchool stores a record each time the value of the field is changed and these records can be viewed and edited at any time. Additionally, the tab Student Selection > State/Province - CT > Field Tracking details all historical records that have been created. Changes can be made to historical records either through the Field Tracking tab OR by clicking the black box icon that appears next to the field on the original UI page where the field is entered.

When the PowerSchool update containing historical tracking is implemented, PowerSchool automatically creates the first historical record for all historically tracked fields based on the information present in the UI. If needed, more historical records can be created to capture information that was changed prior to the addition of the historical tracking feature.

A security setting is now available in Group Security that allows you to edit field tracking records.

Editing Historical Records

Historical records are created automatically each time a new value is entered into a historically tracked field and the page is submitted. To view/edit a historical record, click the black box icon that appears next to the field. A pop-up window appears containing a table with the following information:

Note: Only one new historical record can be automatically created per day. For example, if a student's Homeless code is changed from 00 to 01, PowerSchool automatically creates a historical record detailing the code change that took place on that day. If, on the same day, the user changes the code from 01 to 02, PowerSchool changes the record that was automatically created. Instead of adding a new record, the same record displays the change from 00 to 02, rather than creating a second record. If, however, the change from 01 to 02 is made on a DIFFERENT day from the original change of 00 to 01, PowerSchool creates a new historical record, displaying both changes as different records for different days.

Adding a New Historical Record

To add a new historical record directly from the UI page:

1. Click the black box icon that appears next to the field. The Field Tracking History: [Field Name] pop-up window appears.
2. At the top of the pop-up window, click the Add New Records button. The Add New Records pop-up window appears.
3. Enter an Effective Date for the new record.
4. If different from the originally selected field, choose a field name.
   Note: This field automatically populates with the field that was originally selected.
5. Enter a value for the new record.
6. Click the plus icon (+) to save the new record.

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Editing Historical Records from Field Tracking Page

The Field Tracking page allows you view, edit, and add multiple historical records at once. Note that changes to current records must be made in the original UI page. The Field Tracking page only allows you to modify or add past historical records. To update a current field value, navigate to the original page where the field appears.

When the PowerSchool update containing historical tracking is implemented, PowerSchool automatically creates the first historical record for all historically tracked fields based on the information present in the UI. This appears as the first record on the Field Tracking page. All historically tracked fields display on the initial record. All records created after the initial record contain only the fields that have been updated.

To edit a field:

Navigate to Student Selection > State/Province - CT > Field Tracking to view the page. The Field Tracking page contains a basic filter that allows you to search by field, Effective Date, User, or Date Submitted. It also contains a table with the following information that can be viewed or edited:

Adding New Historical Records

To add new historical records:

1. Click Add. The Add History Records pop-up window appears.
2. Enter an Effective Date for the historical record.
3. Select the fields to add history records from the multi-select list.
4. Click Show selected to display the fields for editing.
5. Enter/edit the historical values for each of the selected fields
6. Save the changes.

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Historically Tracked Field List

The following table indicates all fields that are historically tracked. For more detailed information on these fields, see Student Setup and CRDC Student Setup.

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