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Using Audit Logs

← Administration
As an administrator, use Audit Log records to track information about records accessed and changed by your users. Unlike Daily Log records, Audit Log records track everything a user does, including logging in to the system, and accessing, viewing, changing, or deleting records. The system automatically creates Audit Log records, which cannot be deleted.

To view Audit Log records:
  1. From the menu bar of any screen, click the Gear icon, and then select Admin to open the Administration dashboard.
  2. From the Utilities menu, select Audit Logs to open the Audit Log Search screen.

    TIP    : The Utilities menu is displayed in the Administration dashboard, and in the menu bar of any Admin screen. 

    The     Results area displays a list of every Audit Log record in the system.
  3. Use the fields in the Filters area to search for Audit Log records. Use the columns in the Results area to view specific information about the records. For field descriptions, see the sections below.

    NOTE: Because of the large number of Audit Log records that can exist, it is recommended to narrow the search results to a specific user or time period (or both) to make the list easier to work with.

Fields in the Filters area

The Filters area in the Audit Log Search screen contains the following fields:
  • User Name: Select the username of the user for whom the Audit Log record was created. Multiple users can be selected.
  • Logged: Enter or select the time period when the Audit Log record was created. Specific dates or a date range can be used. For more information, see "Searching Using Search Options."
  • Key: Enter the record number of the record with which the person interacted.
  • Activity: Select the type of activity in which the person engaged. For example, Add or View. Multiple activity types can be selected.
  • Success: Select whether the activity was successfully completed. 
  • Module: Select the module in which the person was working. For example, Names or Call History. Multiple modules can be selected.

Columns in the Results area

The Results area in the Audit Log Search screen contains the following fields:
  • User Name: Displays the name of the user for whom the Audit Log record was created.
  • Logged: Displays the date and time the Audit Log record was created.
  • Activity: Displays the type of activity in which the user engaged. For example, Add or View.
  • Success: Displays whether the activity was successfully completed. This column helps to track errors or other issues.
  • Module: Displays the name of the module in which the activity was performed. For example, Names or Call History.
  • Key: If applicable, displays the record number of the record with which the user interacted.
  • Notes: If applicable, displays any additional information about the activity. For example, how the search was sorted, or why the login failed.

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