The auditing tools allow you to keep track of actions made within your management portal. You are able to see both actions made by a user, as well as actions made against or to a user.
Permissions
Viewing audit logs
By default, only Administrators have this permission enabled, if you need other users to be able to access this, you will need to enable the permission: Tools → "Access audit tools".
❗ Be aware that by giving a user access to the auditing tools, they will be able to view every action made within the management portal across all teams
Log in attempts
If you wish to allow a user role access to see the log in attempts made by a user, there is a separate permission; Users → View a user's log in attempts.
How can I access the auditing tools?
There are three places that the audit logs can be found:
Within a user account
Here, there are separate sections for each of the following
Log in attempts
Actions made against the user
Actions made by the user
Clients
See actions made relating to the client such as tasks created, documents added and amendments to their schedule.
Audit explorer
All actions made across all teams within the management portal.
Reading the audit logs
The audit logs all have the same format for displaying audit items (individual activities). Each audit item will have its own unique number and will have information within the following columns:
ID - The unique ID number of the audit item
Timestamp - The time and date that the action happened
Event - What triggered the action to be recorded. By default, create, update and delete event are logged for all records.
Description - A 'human-readable' version of the activity (this field is not always populated)
Subject - What the activity was recorded against, e.g. a user, a carer contract type, a client's medication
Causer - Who performed the activity, this is most likely a user (if left blank, it could be a background update performed by the system)
Clicking on an audit item will open it up, allowing you to see more information.
Clicking show properties will expand the properties section to show raw data recorded when the activity is logged. This often includes properties of the record that has been changed.
Filters
If you need to find any specific audit items, there are filters that you can apply, these are:
Date - Select a single date and one of the below options
Is
Is not
Is after
Is after or equal to
Is before
Is before or equal to
Is empty
Is not empty
Causer - Whether the action was caused by a specific user, or not caused by a specific user
Log name
Event
Subject type - All activity relating to the subject type, for example if the subject type is booking, it will pull though allocations, time changes, notes, task completions etc
All of the filters can be applied together to allow you to search for more specific events, should you need to.