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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 Record Audit Log:

• Workflow - <Action> (via Bulk Update)
• 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 checkbox 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, and then select <Print Type>
  • Action - Run Print
  • User Name - User who ran the print

  The print type can be PDF, HTML, or Custom Print. For Custom Print, the format in Event is Print, select Custom, and then select <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 that occur on the Unifier Mobile App are captured in the BP Record Audit Log:

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

The following events are not captured in the BP Record Audit Log:

• Actions undertaken at the creation step
• Accept task
• Undo accept task
• Add assignees or copy users between steps

Audit Log of Task Reassignments

When a Company Administrator reassigns a task, the BP Record Audit Log displays the following information:

• Date: Date and time stamp of the task reassignment
• Event: Task Reassignment
• Action: Task has been reassigned
• Field: Assignee
• Old Value: The user name of the previous assignee
• New Value: The user name of the new assignee
• User Name: The name of the administrator who reassigned the task

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Last Published Friday, April 11, 2025