Search only in titles

---

Auditing Business Processes (Audit Log)

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 noted 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, including changes to the Hidden Comment check box and an entry that indicates whether a user deleted a comment
• File comments
• Linked Mailbox
• Linked records
• 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
• Update user web service calls

  When user(s) are added or removed using REST API services

• Bulk Update Import Data
• 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

The following events that occur on the Unifier Mobile App are captured in the BP Audit Log:

• Record creation
• Record update
• Line Item addition
• Line Item update

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

---

Last Published Sunday, July 20, 2025