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Audit Trail Overview

A list of all records posted to the Audit Trail Report

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Written by Susan Griffith
Updated over 9 months 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.

    • Note: The geo-location of the user who performed the action is approximate, and city-level accuracy will vary depending on several factors outside Qualio’s control.

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

View Audit Trail entries for:

Documents

  • Draft Created

  • Approved (comments included)

  • Template Restored

  • Draft Deleted

  • Approval Declined (comments included)

  • 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, comments included)

  • Sent for Approval

  • Template Archived

  • Document Owner Changed

  • Added Tag to Document

  • Removed Tag from Document

  • Approver(s) modified (For Review and For Approval statuses only)

  • Controlled Export Created

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 Event

  • Created Task

  • Approval Declined

  • Re-opened Actions

  • Step Created

  • Closed Event

  • 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 Draft Created

  • Event Template Archived

  • Event Template Unarchived/Restored

  • Event Root Cause Created

  • Event Root Cause Updated

  • Event Step Reverted

  • Event Product
    Created

  • Event Product Updated

  • Event Root Cause

  • Task Comment Added

  • Updated Task

  • Event Product

    Deleted

  • Adding/Removing Tags

  • Event Template

    Made Effective

  • Event Template Draft

    Deleted

  • Created Event Form Draft

  • Cancelled Event Form

  • Reassigned Event Form

  • Reviewed Event Form

  • Approved Event Form

  • Rejected Event Form

  • Event Form Sent for Review

  • Event Form Sent for Approval

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)

  • 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 and 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

  • Created Policy

    Configuration

  • Modified a Policy Configuration

  • Created a Supplier Policy

  • Modified a Supplier Policy

  • Created a Supplier Audit

  • Deleted a Supplier Audit

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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