Access Audit Trail Report | Reporting>Scheduling>Audit Trail | |
Generating the Report | Appointment Date: To search for appointments by appointment date, enter a “from” and a “to” date Modification Date: To search for appointments by modification date, enter a “from” and a “to” date Appointment ID: Users may enter a single occurrence Appointment ID or Series Appointment ID When entering an Appointment ID that is part of a series, all appointments that are part of the series will also display If user enters an appointment ID that does not exist, a message will appear after clicking search that reads: “This Appointment ID does not exist. Please enter a valid Appointment ID”.
‘Show Only Late Entry Appointments’: Used to search for only the ‘Billing Export-Late Entry’ and ‘Payroll Export-Late Entry’ actions Once Filters are set, click Search to view results, or Export to download an Excel file of the results to your computer | The start and end dates entered for Appointment Date and Modification Date fields may not exceed 7 days Users can search by modification date or appointment date individually, or use both together in the same search Appointments with an appointment date or modification date within the selected range will display from oldest to newest, based on the filter selected It is recommended to use the Appointment ID search field independent of the appointment and modification date fields If a series id is entered, system will display only the “Create Appointment” record
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Report Table Fields Overview | The Audit Trail Table includes the following columns: Appointment ID: This is needed for troubleshooting and investigation Action: The action that was completed Modification Date: The date and time when the action took place Modified By: User who made the action related to the appointment Modified field names: All values that were modified Old Values: Previous field values prior to the update New Values: New field value that was updated
| The details in the audit trail record might differ depending on what action has taken place |
Understanding the Features | A new record will be added to the Audit Trail when any of the following actions are completed: | The following appointment modifications that will create an audit record: Update any field value Edited Staff Verification Appointment status is updated Appointment type is changed Appointment series is updated System creates a new Appt. ID for an appointment that was part of a series
The following actions will result in the system creating a modify session note record: Fields in the session note are modified Session note is submitted after it was saved as a draft A previous session note is restored The session note is Marked as Reviewed A different session note template is chosen and completed The session note is deleted The session note is auto saved and user navigates to another area of the site
If any action was taken during a Global Lock period, users will see a True value to reflect that. There are two reasons why the Global Lock field will display in the audit record: The user with global lock permissions was able to make changes during the global lock period The user with non global lock permissions was given an exception during the global lock period
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