Understanding Document Audits
PeopleSoft delivers three document audits:
Document Level audits – This audit records the date, time, and name of the person who performed an action on the document; for example transfer, cancel, complete, acknowledge and so on. Audits at the document level are always turned on; you do not need to select the PS Audit Enabled check box on the ePerformance page. Audit information is displayed in the Audit History group box near the bottom of the page when you are establishing criteria or entering evaluation information on an ePerformance document.
Item Level audits – This audit records the date, time, and name of the person who created or modified an item on an ePerformance document. Audits at the item level are always turned on; you do not need to select the PS Audit Enabled check box on the ePerformance page. Audit information is displayed at the item level near the bottom of the section when you are establishing criteria or entering evaluation information on an ePerformance document.
Detailed Item History audits: – This audit is controlled by a database trigger and is delivered turned off. To enable this audit select the PS Audit Enabled check box on the ePerformance page . In addition to selecting this check box, you must also use Application Designer to turn on the audits that you want to use. Select the Audit fields in the Record Field Properties dialog box for the EP_APPR_B_ITEM object.
When this audit is enabled, the system displays the Modification History link on document pages used for establishing criteria data. Users can click this link to access the Modification History page (EP_ITEM_MOD_HISTRY), which displays before and after values by field name.
For more information about creating record definitions, see the product documentation for PeopleTools: Application Designer Developer's Guide.
Document Level Audit History Fields
Here is a list of audit information (user who performed the action and the associated date and time) that is visible in the Audit History group box of documents throughout the evaluation cycle, starting from when criteria are defined to the completion of the evaluation:
Acknowledged By
Acknowledged Date and Time
Approved By
Approved Date and Time
Canceled By
Canceled Date and Time
Checkpoint # Completed By
Checkpoint # Completed Date and Time
Checkpoint # Re-opened by
Checkpoint # Re-opened Date and Time
Checkpoint # Skipped by
Checkpoint # Skipped Date and Time
Completed By
Completed Date and Time
Created By
Created Date and Time
Criteria Finalized By
Criteria Finalized Date and Time
Finalize Criteria Reopened By
Finalize Criteria Date and Time
Last Modified By
Last Modified Date and Time
Manager Signed By
Manager Signed Date and Time
Reopened By
Reopened Date and Time
Transferred By
Transferred From
Transferred To
Transferred Date and Time
Note: The system only displays the fields and the associated data when the field is populated. The system does not display information in the Audit History group box for fields that don't have a user ID or date and time stamp. For example, if the document isn't canceled, the system won't display the Canceled By field in the Audit History group box.