About the Audit Trail
The Audit Trail is a history of the actions related to most actions performed on the platform. It is useful for tracking changes made the system or looking for past data that has been updated.
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Tips On How To Use The Audit Trail Report
The audit trail is a large report and will require having the right filters in order to find the information you need. Below are some tips to start off:
Always start by filtering the report down using as much known information as possible
Update Time GMT - if you know when or a period an action occurred.
Type or Table Name - if you know which specific audit trail table the action affects. This is usually followed up by a “Column Name” filter to further refine the search.
Imos User Name - if you know which user made the change
Filter the report by the Insert, Update and Delete action types.
Insert - when new data is created/entered into the system.
Update - when existing data is updated/replaced with new data and saved.
Delete - when existing data forms are deleted using a delete action. (Note: changing a field containing data to an empty field is considered an update and not a delete.)
Filter using Old and New Values to find specific records.
Use Transaction No to search for all changes made in a single transaction/action.
A transaction in the audit trail refers to an action made by a user such as saving/deleting a form. Sometimes a single action can result in updates to multiple locations. Grouping audit trail records by the Transaction No will show you all the changes effected in a single action.Use Item ID to perform searches on specific items.
The Item ID groups fields of a single item together so that you can trace the audit trail of changes made to an item. Each item is a representation of a single record in a database table. Some examples include Vessels, Cargos, records in Account Periods etc.
Example Scenario
In the event whereby an auditor may request for a company to show proof of when Account Periods were closed, you can use the audit trail for such verification.
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