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Audit Trail Overview

Audit Trail Overview

A list of all records posted to the Audit Trail Report
David Brown avatar
Written by David Brown. Updated over a week ago

The audit trail generates a list of auditable actions along with:

  • The user that performed the action

  • The type of action

  • The related target (record)

  • The date and time of the action

  • The IP address and geo-location of the user that performed the action.

To view the audit trail, click on the Reports tab and select Audit trail.

View Audit Trail entries for:

Documents

  • Draft created

  • Approved

  • Template Restored

  • Draft deleted

  • Approval declined

  • Periodic review sent for approval

  • Reverted to draft

  • Made effective (automatically, marked as "System" or manually by user)

  • Periodic review approved

  • Sent for review

  • Change control approved

  • Periodic review approval declined

  • Reviewed (document was reviewed)

  • Template Created

  • Periodic review completed

  • Review date changed

  • Template Updated

  • Retired (effective documents only)

  • Sent for approval

  • Template Archived

  • Document owner changed

Training

  • Added Trainee

  • Training completed (on a Document, by assigned user)

  • Removed Trainee

  • Training Setting Modified (in Org Settings)

  • Create Training Plan

  • Update Training Plan

  • Retire Training Plan

Events (FKA: Quality Events)

  • Created Event

  • Signed off on Actions

  • Resolved Issue

  • Created Task

  • Approval declined

  • Re-opened Actions

  • Step Created

  • Closed Issue

  • Owner Changed

  • Sent for approval

  • Closed Task As Failed

  • Event Template Changed

  • Event Actions Signed Off

  • Closed Task As Success

  • Event* Step Status Changed

  • Event* Template Created

  • Event* Template Archived

  • Event* Step Reverted

  • Event* Root Cause Created

  • Event* Root Cause Updated

  • Event* Root Cause Deleted

  • Event* Product Created

  • Event* Product Updated

  • Event* Product Deleted

  • Task Comment Added

  • Updated Task

*Starting 23 Nov 2022, entries titled with "Events" instead of "Issue" to standardize naming. Prior entries were not modified.

User Management

  • User Added (i.e. invited)

  • User Time Zone change

  • Password Expiry changed

  • User accepted invitation

  • Documents, events, tasks or other items reassigned due to user removal from company

  • Company Logo Change

  • User declined invitation

  • Modified user account (e.g. user name changed)1

  • Grant/Remove Billing permission

  • Cancel Invitation sent

  • Create, edit or delete groups

  • Log in Lock Out (Failure)

  • User removed from company

  • User Added/Removed from a group

  • Sign in failed (e.g. wrong password/e-mail)

  • User account deleted

  • Changes to SSO/SAML configurations

  • Password changed

1: Modified user account entries include granting Admin or Billing Access as well as Event permissions.

Suppliers

  • Supplier created

  • Supplier updated

  • Supplier sent for approval

  • Supplier reverted to draft

  • Supplier reverted to draft from archived

  • Supplier review updated

  • Supplier approved

  • Supplier rejected

  • Supplier archived

  • Supplier approval accepted

  • Supplier approval declined

Design Controls

Design Controls: Configuration

  • Created Product

  • Created Test Case Level 2 Policy

  • Deleted Test Case Level 3 Policy

  • Modified Product

  • Created Test Case Level 3 Policy

  • Modified Risk Policy

  • Deleted Product

  • Deleted Risk Policy

  • Modified Requirement Level 1 Policy

  • Created Risk Policy

  • Deleted Requirement Level 1 Policy

  • Modified Requirement Level 2 Policy

  • Created Requirement Level 1 Policy

  • Deleted Requirement Level 2 Policy

  • Modified Requirement Level 3 Policy

  • Created Requirement Level 2 Policy

  • Deleted Requirement Level 3 Policy

  • Modified Test Case Policy

  • Created Requirement Level 3 Policy

  • Deleted Test Case Policy

  • Modified Test Log Policy

  • Created Test Case Policy

  • Deleted Test Log Policy

  • Modified Document Policy

  • Created Test Log Policy

  • Deleted Document Policy

  • Modified Test Case Level 1 Policy

  • Created Document Policy

  • Deleted Test Case Level 1 Policy

  • Modified Test Case Level 2 Policy

  • Created Test Case Level 1 Policy

  • Deleted Test Case Level 2 Policy

  • Modified Test Case Level 3 Policy

3rd Party Integration with Design Controls

  • Created Requirement Level 1 Integration

  • Modified Requirement Level 1 Integration

  • Deleted Requirement Level 1 Integration

  • Created Requirement Level 2 Integration

  • Modified Requirement Level 2 Integration

  • Deleted Requirement Level 2 Integration

  • Created Requirement Level 3 Integration

  • Modified Requirement Level 3 Integration

  • Deleted Requirement Level 3 Integration

  • Created Test Case Integration

  • Modified Test Case Integration

  • Deleted Test Case Integration

  • Created Test Case Level 1 Integration

  • Modified Test Case Level 1 Integration

  • Deleted Test Case Level 1 Integration

  • Created Test Case Level 2 Integration

  • Modified Test Case Level 2 Integration

  • Deleted Test Case Level 2 Integration

  • Created Test Case Level 3 Integration

  • Modified Test Case Level 3 Integration

  • Deleted Test Case Level 3 Integration

  • Created Risk Integration

  • Modified Risk Integration

  • Deleted Risk Integration

  • Created Test Result Integration

  • Modified Test Result Integration

  • Deleted Test Result Integration

  • Created Document Integration

  • Modified Document Integration

  • Deleted Document Integration

  • Created Test Log Integration

  • Modified Test Log Integration

  • Deleted Test Log Integration

Design Elements: Requirements, Risks, and Test Cases

  • Created Risk

  • Modified Test Case

  • Deleted Document

  • Modified Risk

  • Modified Test Case Level 1

  • Created Requirement Level 1

  • Deleted Risk

  • Modified Test Case Level 2

  • Modified Requirement Level 1

  • Created Test Log

  • Modified Test Case Level 3

  • Deleted Requirement Level 1

  • Modified Test Log

  • Deleted Test Case

  • Created Requirement Level 2

  • Deleted Test Log

  • Deleted Test Case Level 1

  • Modified Requirement Level 2

  • Created Test Case

  • Deleted Test Case Level 2

  • Deleted Requirement Level 2

  • Created Test Case Level 1

  • Deleted Test Case Level 3

  • Created Requirement Level 3

  • Created Test Case Level 2

  • Created Document

  • Modified Requirement Level 3

  • Created Test Case Level 3

  • Modified Document

  • Deleted Requirement Level 3

Design Controls: Change Control

  • Created Change Control

  • Not Approved Change Control

  • Modified Change Control

  • User Not Approved Change Control

  • Approved Change Control

Integrations

  • Add connection configuration

  • Update connection configuration

  • Delete connection configuration

  • Enable integration

  • Disable integration

  • Update integration configuration

For Additional information on the Audit Trail see:

  1. How To: Search the Audit Trail

  2. How To: Export the Audit Trail

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