4.4.1.7 Viewing the Audit History
When an action is taken on a case that leads to a change of status or value, such as a transaction is added, the Case Assignee is updated, and so on, the change is recorded in the Audit History.
This allows you to understand who performed an action, why it was taken, when the
action occurred, and what the value was before the change was made.
Note:
To use the search bar options, see the Using Interactive Reports section.
For AML_SURV Cases
To view audit history for AML_SURV case type, follow the step:
- Click Actions menu and select Audit History. The Audit History for Case ID pane is displayed.
It displays record of all actions taken on a case with the following types of
details:
- Date: When the action was taken.
- Action: The specific action which was taken.
- Before: The value or status prior to this action being taken.
- After: The updated value or status after this action was taken.
- Comments: Comments given by the user when the action was taken. If the action was taken by the system, such as an automated status update, this field will be blank.
- Action Taken By: Who the action was taken.
For CS Cases
On Case Summary page, click Audit History to view record of all actions taken on the selected case.