To access the account audit trail, click 'Settings >Audit Trail'. The audit trail data table can be customized by selecting the column icon and checking the column name.
Available columns
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