An audit log is a comprehensive historical account of all events that are relevant for a particular entity. In this case, events include general, system, setting, license, user/login, contact, matter, trust accounting and reports.
To search for an audit, select the tools and settings icon (grey cog) from the top menu bar.
Then select audit logs which will take you to the search screen.
The parameters allow you to indicate the period in which you want an audit log to cover. Simply click dated between and type in the start and end date you wish to search.
You also have the option of clicking on the blank boxes which will bring up a calendar to aid in entering in the period.
Then tick the boxes next to the events you want audit log information. If you want an audit log based on all events, simply click all events.
You can also select all parameters within a section. For example to create an audit log showing all transactions/editing involving invoicing select the All Invoicing button (which is the at the end of the invoicing list).
Another useful filter is users. All registered users are listed at the bottom of the page.
By searching a particular user with all events selected you are provided with a results page with detailed information including timestamp, event, who and a summary of the work conducted.
This feature is a convenient way to review what each staff member has entered, and thus ensures greater accountability.
To complete any search, click the green search button on the bottom of the page. The Audit Logs are useful when you are trying to work out who has edited a transaction/entry or to track what has happened to a specific entry. They are used extensively by the Wise Owl Help Desk and Technical Support.
To access the Audit Logs, select the settings cog next to the Reports button and then Select Audit Logs.
If you can't see these options, please inform your System Admin onsite and we will update your permissions as required.
Categories:
The audit logs will give you information based on the selections you make. Below are the categories and a brief description.
Date: By default the date will search records for the last month. You can edit these dates to be as specific as you like.
Events: The events are one of the most important categories as they enable you to search records by what module has been affected. E.g. Contacts, Matters, Trust etc
Each Event will have specific actions within that module that you can search by as well. E.g. Contact Created, Contact Edited, All Contact Records etc
There is also a setting at the top allowing you to search All Events.
Users: This allows you to search by specific users or all users. This category is split up into Active and Inactive Users.
Associate Records: This is to be used if you are aware of specific primary IDs relating to the record you are trying to search. This is used mostly by the programmers however the primary ID is usually found in the Web address.
Searching:
Once you have used the above categories to tailor your audit search, you can press the Search or Download buttons at the end of the page.
Search: The records will appear at the bottom of the page underneath the search categories.
Download: This will download and excel spreadsheet of your results
We recommend that you Search first to ensure your results are as expected and then download from there.
Changes can be made to the search at any time after which you again press Search or Download. If you would like to create a completely new search, select the Reset button to remove all your preferences.
Results:
Your results will be displayed at the bottom of the page with headings to allow ease of access.
If the details listed under results are not enough for your investigation, you can select the Record by clicking on the Time Stamp.
This will take you to a page that details all information about that record. This also includes details solely meant for use by the programmer.
