The business process (BP) Audit Log tab lists the actions that have been taken on a specific BP record. The following table describes the events that are, or are not, captured in the Audit Log tab.
Note: Unless note otherwise, the following information applies to both workflow and non-workflow BPs.
The following events are captured in the BP Audit Log:
- Workflow steps
When and to whom (To and Cc) each step was sent (workflow BPs)
- Record creation date (non-workflow BPs)
- General comments
- File comments
- Linked Mailbox
- Linked records
- Discussion group: start and end (Classic View only)
- Add or manage Document-type BP folders: new, remove, rename, move
- Add, remove, open, view, or download file attachments
- Decline task
- Transfer ownership
- Add, modify, or delete a line item: detail or summary
- File attachments to existing line items
- Copied (cc) user views the record
- Updates performed on any part of the BP using the Reverse Auto-Population feature
- Record print
The entries include:
- Printing from BP record
- Single & Bulk Printing from the BP log
- Single & Bulk Printing from the Task log
The log entries are:
- Event - Print > <Print Type>
- Action - Run Print
- User Name - User who ran the print
The print type can be PDF, HTM or Custom. In case of custom print, the format in Event will be Print > Custom > <Template : Format>
- Disabled and Clear
The Audit Log captures the number of clearing and disabling of data fields, based on the Disabled and Clear behavior set option in a DDS.
The following events are not captured in the BP Audit Log:
- Actions undertaken at the creation step
- Accept task
- Undo accept task
- Add assignees or copy users between steps
Auditing of Task Reassignment
When a Company Admin re-assigns a task, the BP record Audit Log will have the following entries:
- Date
Date and time stamp of the task reassignment
- Event
Task Reassignment
- Action
Task has been reassigned
- Field
Assignee
- Old Value
User Name of the previous assignee
- New Value
User Name of the new assignee
- User Name
Name of the administrator who did the task reassignment