Complete History report¶
How to view or generate this report
Go to Reports > Identities > Complete History.
The Complete History report captures everything Permission Assist has on file for an identity across their time in the system: every personnel event (onboarding, offboarding, role transition, leave of absence) and every access request, in chronological order. It comes in two variants:
- Summary — a single document listing every event in time order, suitable for a quick overview.
- Details — a ZIP package containing the Summary plus a detail PDF for every event and access request, plus any file attachments that were uploaded to event or access-request comments.
Both variants are scoped to one identity.
When to use this report¶
- Lifecycle audit. When someone leaves the organization, this report captures the full history of how their access evolved while they were here.
- Investigation. During an investigation involving a specific identity, the Details ZIP gives you every authoritative document in one place.
- Compliance evidence. When examiners ask about how access was managed for a specific role or position, this report demonstrates the full history of decisions and provisioning actions.
- Handoff to HR. Personnel-event records make sense as an HR-shareable summary of someone's IAM journey from hire through current state.
Variants¶
Summary¶
| Format | Notes |
|---|---|
| Excel | A single sheet listing every personnel event and free-standing access request in chronological order. |
| A printable version of the same chronological list. |
Columns¶
| Column | Description |
|---|---|
| Created On | The date the event or access request was created, in your organization's configured time zone. |
| # | The event or access request's short identifier. |
| Event | The personnel event type (Onboard, Offboard, Role Transition, Absence) — blank when the row is an access request. |
| Action | The access request type (Add, Change, Remove, Suspend, Restore) — blank when the row is a personnel event. |
| Application | The application the access request targets — blank for personnel events. |
| Status | The current status — see Status values. |
Access requests that are linked to a personnel event are not shown as separate rows in the summary (they appear under their parent event in the Details ZIP).
Status values¶
| Status | Meaning |
|---|---|
| Needs Approval | Awaiting approval responses (underlying status: Pending). |
| Provisioning | Provisioning is in progress (underlying status: Open). |
| Verifying | Provisioning is complete, awaiting verification (underlying status: Resolved). |
| Completed | The event or access request is finished. |
| Canceled | The event or access request was canceled before completion. |
| Scheduled | Scheduled to start at a future date. |
| Snoozed | Paused — used by absence events with an unknown return date. |
Details¶
| Format | Notes |
|---|---|
| ZIP | A single ZIP archive containing the Summary PDF at the root, plus structured folders for personnel events and access requests. |
ZIP contents¶
| Path | Description |
|---|---|
Complete History - <Identity Name>.pdf |
The Summary PDF at the root. |
Personnel Events/Onboards/<Type> #<ShortId>.pdf |
One PDF per onboarding event. |
Personnel Events/Offboards/<Type> #<ShortId>.pdf |
One PDF per offboarding event. |
Personnel Events/Role Transitions/<Type> #<ShortId>.pdf |
One PDF per role-transition event. |
Personnel Events/Leaves of Absence/<Type> #<ShortId>.pdf |
One PDF per leave event. |
Personnel Events/<Type folder>/Attachments/<filename> |
File attachments uploaded on personnel-event comments. Collisions are de-duplicated with a (1), (2), ... prefix. |
Access Requests/Access Request #<ShortId>.pdf |
One PDF per access request — both linked and free-standing. |
Access Requests/Attachments/<filename> |
File attachments uploaded on access-request comments. Collisions are de-duplicated. |