The Audit Trail

The Audit Trail is a log of all activity within ProcessPlan. There are three audit trails: the Full Audit Log, Instance Audit Log, and the Template Audit Log.

The Full Audit Log

The Full Audit Log shows everything done in the ProcessPlan account

To access the Full Audit Log, do the following:

1. Log in to your account

2. Click Administration > Account > Full Audit Log

3. Using the filter column, you can search the Audit Log for any information you may need

The Instance Audit Log

The Instance Audit Log shows everything that has happened in a particular Process Instance.

To access the audit trail for a specific process instance, do the following:

1. Navigate to the Progress Diagram of the instance you want to see the audit log for > click the 3 dot icon in the top right > Audit Trail

The Template Audit Log

The Template Audit Log shows all changes to a Process Template.

1. Open the process you want to see the audit log for

2. Once the template is open, click the 3 dot button on the far right > Audit Trail

Information on the page

• Description - A description of the action that took place

• Field Name - The field in question

• Old Value - The previous value in the field in question

• New Value - The new value in the field in question

• Process Fields - The process fields of the process in question

• Template - The Template in question

• Updated By - The user that made the change

• Date - The date the change was made