VIEW AUDIT TRAIL RECORDS

You may view audit trail records from the Report Menu, Audit Trail tab. You may also export the records to Excel®.

View Record Changes

Under View Record Changes, you may select from a variety of criteria to filter the data. You may select to:

• View all records
• Filter by record type (training, employee or completion)
• Display all changes to an individual training or employee record
• Filter by change type (add, edit or delete)
• Display all changes made by a specific user

You may also filter for a date range within any of the above selections. You may select to either view the results, or export them to Excel®.

To view record changes, follow these steps:

1. From the Report Menu, go to the Audit Trail tab.
2. Click View Record Changes. A dialog box will open.
   
   
   
   
3. Select the filter type. If you select to filter for employee records or training records, you may select an individual record. For example, you may see all changes concerning the "Workplace Safety" training, or all changes for one employee.
4. Enter the date range. Keep in mind that it is a date and time stamp, so to see all records for a specific date, you need to set the range for the following date.
5. Click View Records or Export.

If you change the filters at the top, click View Records to update the data below.

View User Logins

Under View User Logins, you may view each login event:

• User login
• User logout
• Login failure
• Set or reset password

To view user logins, follow these steps:

1. From the Report Menu, go to the Audit Trail tab.
2. Click View User Logins.
3. The view login screen will open.
   
   
   
   
   
4. Select the filter type.
5. Enter the date range. Keep in mind that it is a date and time stamp, so to see all records for a specific date, you need to set the range for the following date.
6. Click View Records or Export.

If you change the filters at the top, click View Records to update the data below.