Audit Trail Process

Users can retrieve the audit trail based on selected parameters. The options in the Actions Taken dropdown are displayed according to the chosen parameter.

  • Quality Events
  • CAPAs
  • Action Items

To retrieve the audit trail detail, follow the steps below:

  1. On the Audit Trail screen, specify a parameter from the available dropdown options.
    • Quality Events
    • CAPAs
    • Action Items
  2. Click on the Actions Taken dropdown and select or deselect actions by clicking on their respective checkboxes.
  3. Specify one or multiple users in the Select Created By box.
  4. Add the From and To dates by clicking on the calendar icon.
  5. Add Document IDs separated by commas to retrieve data restricted to the specified document IDs.
  6. If the user wants to add the Subform created within the particular parameter, click the check box of the Include Subform option.
  7. Click on the Apply button.
  8. The audit trail information will be presented in the following columns:
    • Activity Date
    • Created By
    • Record ID
    • Record Name
    • Activity Type
    • Activity Related Data