Audit trail

The audit trail is the memory of your company's account. It records who did what, and when, and it cannot be edited.

What is recorded

Event	Examples
Login	A user signed in
Created	A customer, quote, policy, claim or invoice was added
Updated	A field was changed, with the old and the new value
Deleted	A record was removed
Approval	A request was made, approved, rejected or sent back, with the comment
Action	A policy was issued or cancelled, a claim was paid, a refund was made

Each line holds the date and time, the user, what happened, and the changes. Work done by the system itself, such as the daily reminders, is recorded as System.

Read the trail of one record

Open a customer, quote, policy, claim, invoice, or agent or broker and choose the History tab. You see everything that happened to that record, newest first.

This is the quick way to answer questions such as "who changed the sum insured?" or "when was this claim approved, and by whom?".

Read the whole trail

The main account can open Settings > Audit trail to see every line for the company. Narrow it down with:

• the search box, for a name, a number or a word in the description,
• the event filter, for example only approvals or only deletions,
• the user filter,
• a period, from one date until another.

The IP address of each action is kept too. Show it with the column button at the top right of the table.

Approvals have their own record

Each request for approval keeps its full story: who asked, the amount, every step, who decided, when, and their comment. You find it on the record under Approvals, and under Approvals in the menu. See Approval chains.

Emails are logged separately

Every email the system sends is listed under Settings > Email log, with the recipient, the subject, the time and whether it was delivered to the mail server. See Notifications and email.

Who can see what

• Every user sees the History tab of the records they are allowed to open.
• Only the main account sees the full audit trail.
• Nobody, including the main account, can change or delete a line.