Audit Trail Process

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

  • Quality Events
  • CAPAs
  • Action Items

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

  1. Navigate to the Audit Trail page, and select the desired scope from the dropdown menu, choosing from Quality Events, CAPAs, or Action Items.
  2. Use the Actions Taken dropdown to check or uncheck the specific actions you want to include.
  3. Enter one or more users in the Select Created By field.
  4. Define the date range by selecting Start and End dates using the calendar icon.
  5. Enter any specific Record IDs, separated by commas, to narrow results to those records.
  6. Enable the Include Subform checkbox to include data from subforms linked to the parent forms.
  7. Click Apply to retrieve the results.
  8. The Audit Trail screen presents results according to the configured filters and scope.