Lineage & activity
See the source.
Understand the record.
When a value raises a question, follow it back. LiftShift Records keeps the source, the value in use and any later correction distinct.
Explore a report in LiftShift Records- 01 Source
- The value as it appeared in the retained source.
- 02 Transformation
- The mapping that turns a code or stored value into a readable field.
- 03 Correction
- A later change to the record, with its own reason and history.
The history of the record
What happened
to this record?
Activity gives a reviewer a different kind of context. It shows when a report was processed, opened or exported, and who performed the recorded action.
The example shows a report view, an attachment view and an export alongside processing and publication events.
“Who exported this report, and when?”
During implementation, agree on the events, the review permissions and the outputs your organization needs.
This example is laid out for a wider screen.
Make the distinction clear
A corrected record still
has a source.
Correcting one record is different from changing how a report reads the source.
A correction can show the value in use, who changed it and why. A mapping or report change can affect a broader set of records and belongs in its own review process.
See corrections and record historyStart with a real records question
Make the history easier to explain.
Show us the questions your staff need to answer. We’ll walk through the report, source and activity views.