Auditing Business Processes (Audit Log)

The Audit Log tab for a business process (BP) record lists the actions performed on the record. This section describes the events that the Audit Log tab captures and the events that it does not capture.

Note:

Unless otherwise noted, this information applies to both workflow and non-workflow BPs.

Events Captured in the BP Record Audit Log

The Audit Log tab captures the following events:

  • Workflow - <Action> (via Bulk Update)
  • Workflow steps
  • For workflow BPs, when each workflow step was sent and the recipients in the To and Cc fields
  • For non-workflow BPs, the record creation date
  • General comments, including:
    • Changes to the Hidden Comment checkbox
    • An entry indicating that a user deleted a comment
  • File comments
  • Linked Mailbox
  • Linked records
  • Document-type BP folder management:
    • Add
    • Remove
    • Open
    • View
    • Download
  • File attachment actions:
    • Add
    • Remove
    • Open
    • View
    • Download
  • Decline task
  • Transfer ownership
  • Add, modify, or delete detail or summary line items
  • File attachments added to existing line items
  • A copied (cc) user viewing the record
  • Updates to any part of the BP by using the Reverse Auto-Population (RAP) feature
  • Users added or removed through REST API services
  • Bulk Update Import Data
  • Record printing

    The following information is captured for print operations:

    • Event: Print, followed by the selected print type
    • Action: Run Print
    • User Name: User who ran the print

    The supported print types are:

    • PDF
    • HTML
    • Custom Print

      For Custom Print, the Event field displays Print, followed by Custom, and then <Template : Format>.

  • The Audit Log also captures the number of fields cleared and disabled based on the Disabled and Clear behavior configured in a Data Definition Structure (DDS).

Events Captured from the Unifier Mobile App

The Audit Log tab captures the following events performed in the Unifier Mobile App:

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

Events Not Captured in the BP Record Audit Log

The Audit Log does not capture the following events:

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

Audit Log of Task Reassignments

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

  • Date: Date and time of the task reassignment
  • Event: Task Reassignment
  • Action: Task has been reassigned
  • Field: Assignee
  • Old Value: Previous assignee
  • New Value: New assignee
  • User Name: Administrator who reassigned the task