Customer Profile Auditing

Overview

Changes that are made to Customer profiles are captured in the Reports > System History > Audit Report. This includes the creation, modification, or deletion of Customers, as well as Approver Groups, Workplaces, and Billing Groups.

The Audit Report will detail each change that is made in a Users > Customers profile, capturing the settings in the profile at the time that the action was performed. You’ll be able to review which user has made a change, which fields were updated, and the date and time of an action.

Please note that the Audit Report will only capture information that is entered when logged into a portal. This does not include updates submitted through the API.

Audit Changes to Customer Profiles

Actions are summarised and colour coded in the body of the Audit Report, depending on what kind of change is being made: new customers are marked as green, modified records are orange, and deleted records are red. 

You can view further details of a particular change by clicking the arrow to the far right of the audit summary line.  

When a new customer is created in Users > Customers > Add New Customer, the Audit Report will display the user who performed the action, the date and time that the customer was created, and the selections made in the Entity Details, Billing Details, Compliance, Project Management, Default Settings, Customer Notes, and Integration tabs. 

The Audit Report will detail both the previous and updated values for any fields which are modified by a user. This includes any fields that were previously not completed, or populated fields which have had data removed. 

Updates to a Customer record will also include the user, time, and date of the change.

When a Customer record is deleted in Users > Customers, the Audit Report will detail the user who deleted the customer, the settings on the Customer record at the time of deletion, and the date and time that the Customer was both created and deleted. 

Approver Groups, Workplaces, and Billing Groups

In addition to changes made generally to Customers, the Audit Report will capture information on Approver Groups, Workplaces, and Billing Groups. These audit records will follow the same conventions as outlined above for Customer records, whenever a record is created, edited, or deleted. 

Approver Groups

Action	Path	Audit Data Recorded
Creating a new Approver Group	Users > Customers > select customer > Approver Groups > Create New Approver Group	User who created the Approver Group Values set in each field of the Approver Group Date of creation
Adding an Approver to an Approver Group	Users > Customers > select customer > Approver Groups > expand approver group > Add Approver	User adding the approver The Approver ID added to the group Date of addition
Removing an Approver from an Approver Group	Users > Customers > select customer > Approver Groups > expand approver group > Remove	User removing the approver Date of removal
Deleting an Approver Group	Users > Customers > select customer > Approver Groups > select approver group > With Selected… > Delete > Go	User performing the action Date of deletion

 

Workplaces

Action	Path	Audit Data Recorded
Creating a new Workplace	Users > Customers > select customer > Workplaces > Create New Workplace	User who created the Workplace Settings in each field of the Workplace Date of creation
Deleting a Workplace	Users > Customers > select customer > Workplaces > Delete	User who deleted the Workplace Date of deletion
Updating a Workplace	Users > Customers > select customer > Workplaces > Edit	User who updated the Workplace The original and new values for any updated fields Date of update

 

Billing Groups

Action	Path	Audit Data Recorded
Updating a Default Billing Group	Users > Customers > select customer > Billing Groups, under Account Receivable and Default Billing Group	User who updated the Billing Group details Values set in the Account Receivable and Default Billing Group fields Date of update
Creating an Additional Billing Group	Users > Customers > select customer > Billing Groups > Create New Billing Group	User who created the Additional Billing Group Values set for each field Date of creation
Deleting an Additional Billing Group	Users > Customers > select customer > Billing Groups > Delete (in the Additional Billing Groups list)	User who deleted the Additional Billing Group Date of deletion
Updating an Additional Billing Group	Users > Customers > select customer > Billing Groups > Edit (in the Additional Billing Groups list)	User who updated the Additional Billing Group The original and new values for any updated fields Date of update