If you have the Audit Role you are able to view the 'Audit' option on selected screens. The 'Audit' will display all of the field changes on the record you are currently viewing.
The 'Audit' function is always located in the grey Action Menu represented with the icon below.
The data returned on the 'Audit' will depend on the screen that you are accessing the 'Audit' from. In the case of the below the 'Audit' has been run on the Customer record screen and shows all the customer changes, the User that changed them and the date/time this occurred.
You can search for a specific change using the keyword search. The keyword search looks at the User, Field Name, From and To values to filter the visible results.
There is also a Date Range drop down. If you select 'Custom' you can select any dates you want to see changes for. To export to Excel click on the icon shown below.
Added Audits To Yard List, User List, Role Management List and Lead Management List (SPW-3658)
In 20.11.1 AP1 users, and user with the Audit role are able to view Audit logs on the Yard List, User List, Role Management List and Lead Management List. The Audit button is located in the top right under the 3 dots on each respective page.
Previously AutoPlay had the ability to Audit individual records in these screens (i.e when a individual user, yard, role or lead management record was edited). This is still possible when drilling down to an individual record, but the new Audit allows the viewing of all records within the list screen - making it easier to see when records were added, edited or deleted in one exportable view. The Audit screen will display;
Yards
- Yard ID
- Yard Name
- Type - Created, Edited, Deleted
- Date & Time
User
- User (User that has been edited)
- User ID
- User Name
- Type - Created, Edited, Deleted
- Date & Time
- User (User that made the edit)
Role Management
- Role ID
- Role Name
- Role
- Type - Created, Edited, Deleted
- Date & Time
- User
Lead Management
- LM ID
- Type - Created, Edited, Deleted
- Date & Time
- User
The Audit will only give us the Audit History for any record created, edited or deleted AFTER 1st December 2020. For more in depth details about what is changed within individual records (such as setting or value changes) use the Audit on the specific record you are viewing.