Has someone in your team changed something in the dashboard or a FieldWorker has told you they've submitted a time sheet but you can't see it in the dashboard?
The audit trail registers all these changes, allowing you to go back and see what was changed or submitted on a certain date. 

The audit trails tracks and registers the following user actions in the system, so you can see who’s done what and when they did it:

  • Dashboard log ins
  • FieldWorker log ins
  • Timesheet add/edit/approve functions 
  • Timesheet uploads
  • Allocation acceptance/rejection
  • Changes/amendments completed in an order
  • New invoices created 
  • Password updates
  • Personal detail update
  • Docket uploads
  • Form submissions
  • Competency updates
  • New competency requests
  • Creating a new tag

To run the Audit Trail report:

  1. Click Reports > Audit Trail to run a report showing listing actions in the Dashboard and Fieldworker app.
  2. You will see a list showing all user actions in the system (last 500 records).
  3. Start typing in the search bar to filter the report or search for a specific user action/s, e.g. by module, actioned by, user name/type, description or date/time.
  4. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
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