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Audit Trail Overview

A list of all records posted to the Audit Trail Report

S
Written by Susan Griffith
Updated over 2 weeks 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 your audit trail, click on the Reports tab and then select Audit trail.

Note: Access to the audit trail for documents requires the Quality User role, which is designed to ensure that only personnel with appropriate permissions can review sensitive activity logs.

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

  • Change Control Template Updated

  • 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

  • Periodic Review Approval Declined

Tags

  • Created Tag

  • Deleted Tag

  • Group Added to a tag

  • Group Removed from a tag

  • Modified Tag

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)

  • Manager of Group Assigned

  • Manager of Group Removed

  • User Added/Removed from a group

  • User Removed from Company

  • User Account Deleted

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

  • Password Changed

  • Changes to SSO/SAML configurations

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:

  • Understanding permission roles in Qualio

  • Best practices for audit trail review

For further details, consult the Qualio Help Center or contact support for additional guidance.

  1. How To: Search the Audit Trail

  2. How To: Export the Audit Trail

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