Basics: Dashboard & FieldWorker App Audit Trail

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.