Using the History Feature

Checkpoint's History feature stores research sessions for the last two weeks when there are more than 10 sessions. There is no limit on the number of searches or documents in a session history. Checkpoint automatically logs the session information and the research event, such as running a search or retrieving a document. You can use History to:

To access the History tables

Click History from the top toolbar. The History screen appears, displaying the previous research sessions on the left in a Session Histories table. The research events (search and document history), if any, appear on the right for the selected session from the Session Histories table.

History Table

To view information from a session

To view information from a particular session, click the link for the desired date and time on the Session Histories list. 

sessionhist.gif

Note: History uses both the number of Session Histories and their dates to determine when sessions are deleted. Checkpoint automatically removes all sessions beyond 10 that are older than 14 days.

To view the content from a different session, click the desired session on the left.

To re-execute a search from a previous session

To re-execute a search, click the magnifying glass icon or the keyword link on the right.

To retrieve a document from a previous session

To retrieve a document, click the document icon or the document title on the right.

To schedule a search

Use the diskette icon to schedule a search.

To save an executed search

Use the diskette icon to save an executed search to a folder in the My Folders screen.

To save a document

To save a document, first select the check box to the left of the document you want to save, and then click Add to My Folders at the bottom of the screen.

To re-execute a calculator

To re-execute a search, click the icon or the keyword link on the right. You can also save the Calculator results to My Folders by clicking the diskette icon.

To recreate a chart

To recreate a chart from History, click the icon or the keyword link on the right. You can also save the Chart to My Folders by clicking the diskette icon.

To view an assembled document

To view an assembled document from History, click the icon or the keyword link on the right. You can also save the assembled document to My Folders by clicking the diskette icon.

To save or export a session history to Microsoft Word

To save or export a session history to a Word document, click Options from the top toolbar to select the export format. Then return to History by clicking History on the top toolbar. Select the session to be exported, then click the Export link on the left to export the content on the right.

To annotate a session

Click the Notes icon to add a descriptive note about the search, document or folder. (Notes can be up to 200 characters in length.)

To view a complete source list for a search

To view a complete list of sources for a particular search, click the More... link at the bottom of the source list of that search.

Note: If you don't want your searches and viewed documents to be stored in the History tables, clear the History option on the Options screen.

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