About Issue Auditing

Issue Auditing allows you to capture most changes made to each issue record. Audit records can be searched from either the issue or the Administration menu, reported on using the Report Writer, and archived by date range.


 

Activating Issue Auditing

Only users with Sys Admin permissions can activate Issue Auditing within your system.

Steps:

  1. Click the gear icon in the upper right > click Issue Audits beneath Issue Setup.
  2. Select Activate Issue Auditing.
  3. Click Update.

The confirmation message will display and the Issue Audits menu option will appear within the Settings Lightbox menu when the update is complete.


 

Viewing the Issue Change Log

Only users with Sys Admin or Can access and maintain Administration functions permissions can search or archive the Issue Audits within the Administration menu. Any agent that can view the issue can access the Issue Change Log from the View Issue screen.

Steps:

Click on Issue Change Log on the right quick menu when on the View Issue screen. The Issue History screen will display, showing the Change Type, Old Value, New Value, Modified By, and Modified Date.


 

Search Audits

Only users with Sys Admin or Can access and maintain Administration functions permissions can search or archive the Issue Audits within the Administration menu. Any user that can view the issue can access the Issue Change Log from the View Issue screen.

Steps:

  1. Click the gear icon in the upper right > click Issue Audits beneath Issue Setup.
  2. Input your search criteria. This could be the issue number, the person that made the change, or when the change was made.
  3. (Optional) Define the Sort Order for the results.
  4. Click Search.


 

Archive Audits

Archived audits are removed from the database and saved to a comma-separated-value (CSV) file on the web server hosting Issuetrak.

Steps:

  1. Click the gear icon in the upper right > click Issue Audits beneath Issue Setup.
  2. Choose Archive from the right quick menu.
  3. Select an Archive Range from the dropdown or input your own start and end date.
  4. Click Archive.

A confirmation message will display when the process is complete. The archive file will be automatically generated with the current date and time values.


 

Reporting on Audits

The Issuetrak Report Writer includes a data set that allows for reporting of unarchived audit values. When building a report, select from the Issues Change Log data set.


 

Deactivating Issue Auditing

Only users with Sys Admin permissions can deactivate Issue Auditing within your system.

Steps:

  1. Click the gear icon in the upper right > click Features beneath System.
  2. Scroll down to the Auditing section.
  3. Deselect Activate Issue Auditing.
  4. Click Update.

The confirmation message will display when the process is completed.