Account Audit Trail Overview

When a user is given permission to access the Account Audit Trail, the option will be listed on the left hand column under Settings:

The Audit Trail includes the following columns and can be customized by selecting the icon highlighted above and checking the column name.

Module - Module that the action was taken place in

Time Stamp - Date and time the action was taken

User ID - User's email address

User Name - Name of the User

Item ID - System generated Item ID

Event - Brief description of the action that was performed by that user, this column is text searchable

Risk - Action will be tagged as being a Risk if the action was a super editor transaction or admin changes, the table can be sorted by Risk status

Comment - Comments

Each column has a search tool in the row under the column header, so the table can be sorted by any of the columns. The Table can be exported in an excel or a csv, which will show further details for each transaction.

Events that will be logged in the Account Audit Trail

User Profile & Setting Information including:

• Email, First Name, Last Name, Title, Phone Number, Fax, Supervisor, Site,  and/or Mailing Address Changes
• Password Resets, Two Factor Authorization Changes
• Language Preference Changes
• Log Ins
• Notification Setting Changes
• Adding/Removing Custom Fields From Users Table
• Changes to User Table Custom Field Values
• Activating & Disabling Users

Settings Information including:

• Turning Modules On & Off
• Adding & Removing Users From Roles
• Creating, Updating, or Deleting a Role
• Merging Roles
• Creating, Editing, & Deleting Account Custom Fields

API & Single Sign On Information including:

• Creating, Deleting, or Regenerating a Token
• Turning a Token On or Off
• Changing Details in the API Slider
• SSO Creation, Changes, & Disabling
• SSO Creation, Changes, & Deletions

Document Information including:

• Batch Uploads
• Document Views
• PDF Exports
• Adding or Removing Links
• Uploading & Deleting Attachments
• Document Metadata Changes
• Link & Attachments Copying Over to New Document Versions
• Document Creation
• Document Deletion
• Document State Changes
• Collaborative Editing Information
• All Document Workflow Activity
• Adding, Editing, or Deleting Training Challenge Questions
• Adding and Removing Assigned Trainees
• When Users are Marked Compliant, Forced to Retrain, or When a User Completes a Training
• Issuing, Accessing, or Destroying Controlled Copies
• Review Initiation
• File Uploads
• Author Assignment & Removal

Document Category Information including:

• Changes to Name, Description, or Key ID
• Changes to Training or Security Settings
• Creation, Activation, Retirement, & Deletion
• Creating, Editing, & Deleting Custom Fields
• PDF Export Setting Changes
• Role & Permission Changes
• Changes to Workflows

Issues, Change Controls, & Task Information including:

• Editing Stage or Task Assignees
• Editing Fields in a Record
• Exporting a PDF Record
• Viewing a Record or Task
• Workflow Activity
• Deleting Records
• Chat Log Activity

Issue and Change Control Category Information including:

• Creation, Activation, Retirement, & Deletion
• PDF Export Setting Changes
• Role & Permission Changes
• Stage Workflow Activity
• Changes to Stages

ZenQMS Help Desk Information including:

• Anytime a Change is Made in the Account via the Help Desk

SCORM Information including:

• Creating, Approving, Deleting, Up Versioning, & Retiring a Training
• Adding/Removing Users From Training
• Adding/Removing Owners
• Adding/Removing Roles From Training
• Viewing Training Items
• Updating Training Item Details

ZenSign Information including:

• Emails Sent
• Security Codes Sent
• When Record is Viewed
• Signature Acceptance or Rejection
• PDF Downloads
• E-Signature Disclosure Acceptance
• Turning Module On & Off
• Adding ZenSign Permission to Role(s) & Categories

Items Marked as High Risk:

• Changes to Email from Personal Information Page
• Personal Information Updated on Users Table  
• Creating Temporary Passwords Users
• Any changes Made Under Super Editor Mode
• ZenQMS Help Desk Changes via Request