Audit trail

How to search and filter the audit trail to see who created, changed or deleted customers, jobs and quotes, on the web and on the phone.

Where: web and mobile · Who can use it: People whose role has the View Audit permission. Read-only.

Screens may differ slightly from what you see.

What it is for

The audit trail is a read-only list of recorded actions. Use it to find out who did something, when, and to which record.

Who can use it

People whose role has the View Audit permission. On the web the menu entry (Admin > Audit Trail) is shown only to them. Without the permission the page shows "Access Denied" and "You do not have permission to view the audit trail."

You can see which roles have View Audit on the Role Permissions panel of User Management.

On the phone, the Audit Log button on the home screen is shown only when your role has View Audit. The screen is read-only.

How to use it

Look something up on the web

1. Open Audit Trail from the Admin menu.
2. Type in the search box ("Search by reference or details...") to find a reference such as a customer, job or quote reference.
3. Use the type filter. The choices are All Types, Customer, Job and Quote.
4. Use the action filter. The choices are All Actions, Delete Customer, Delete Job, Delete Quote, Create Customer, Create Job and Update Customer.
5. Select Clear Filters to start again.
6. Select a row to open its details. The details show as formatted text.
7. Use the page buttons at the bottom. The list shows 20 entries a page, with a range such as "1 to 20" and the total.

The columns are Date/Time, User, Action, Type, Reference and Details. Delete actions are shown in red, create in green and update in blue.

Look something up on the phone

1. On the home screen choose Audit Log.
2. Type in the search box ("Search by reference or details...").
3. Scroll for more entries. The top shows the count, for example "12 entries".
4. If the screen shows an error with Retry, select Retry.

Tips

• Search by the reference first. It is quicker than filtering.
• The action filter lists only six actions. Other recorded actions still appear when it is set to All Actions. Use the search box to find them.
• Combine this page with the Recycle Bin when someone says a record has disappeared. See Recycle bin, redirects and merge history.

Things to know

• The page only lists. You cannot edit or delete an entry.
• The type filter offers only Customer, Job and Quote.
• Times are shown in your device's format (day, short month, year, 24-hour time).
• An error message on the phone can mean your role's permission and the server disagree. The screen shows an error rather than crashing.

Related articles

• Recycle bin, redirects and merge history
• Manage users and roles
• Permissions and access rights
• Find, add and check a customer