6.8 Audit

Use the Audit tab to view the audit history of a report. It provides details of actions performed on the report and comments provided by the users in the various statuses.

To use the Audit tab, follow these steps:
  1. In the Reports Details page, click the Audit tab. The Audit window is displayed.
    • A record is created in the Audit tab when a user performs any of the following actions:
    • Created From Case
    • Created Manually
    • Modified Reporting Entity
    • Modified Account Involved Details
    • Modified Person or Account Owner details
    • Modified Transaction Details
    • Modified Suspicious Activity Description
    • Modified Narrative and Action
    • Added New Document
    • Modified Document
    • Removed Document
    • Edit/ Delete Report
      • Originating Report
      • New Report
    • E-File Generation Unsuccessful
    • Acknowledgment Details
      • If the report is accepted, then Upload Acknowledgment (Comments displayed - Report is Accepted)
      • If the report is rejected, then Upload Acknowledgment (Comments displayed- Report is Rejected along with error message)
    The Actions pane displays all the actions taken on the report.
    Actions Grid table describes fields of the Action grid.

    Table 6-26 Action Grid

    Fields Description
    Date Thedate on which the action has occurred.
    Action By Thename of the user who acted on this.
    Action Ashort description of the action.
    Comments Thecomments entered while performing an action.
  2. This allows to view all details.