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Entity Audit Trail

Sway Dominguez
Sway Dominguez
  • Updated

Track Activity Within an Entity

The Entity Audit Trail records activity within a specific entity. It helps users monitor changes, troubleshoot issues, and maintain transparency.

Overview

The audit trail shows what actions were taken in an entity, who performed them, and when. Entries are recorded automatically, and eligible users can also add entries manually.

All users can view this tab, except Summary-Only users. Read-Only users can view entries but cannot add new ones.

Use the Entity Audit Trail to:

  • Monitor changes made to records in the entity

  • Troubleshoot by reviewing a timeline of actions

  • Maintain accurate records for compliance

Access the audit trail from the Audit Trail tab in the General section of the desired entity.

Add a Manual Audit Log

To add a manual log entry:

  1. Open the desired entity and go to the General > Audit Trail tab

  2. Click the + New button in the top-right corner

  3. In the New Event modal:

    • Select the Event Type from the Type dropdown

    • Choose an Effective Date

    • Select an Event Date

    • Add Tags (optional)

    • Enter a description in the Details textbox (optional)

  4. Click Add to save the entry

The log will appear in the audit history for that entity.

Export the Audit Trail

To export the audit trail:

  1. Go to the General > Audit Trail tab within the entity

  2. Click the Export button in the top-right corner

A .xlsx file of the audit data will download for your review or recordkeeping.


Video instructions