Before you begin
Plans: Enterprise only
Audience: Administrators
This article provides instructions for the following common audit trail use cases:
- Find a deleted equipment record
- Find a task that was removed from a work order
- Find a specific field-level change
Find a deleted equipment record
To find out when an equipment record was deleted:
- Go to Settings > Audit Trail.
- Click the Equipment tab.
- In the date range fields, select the date range you think the record was deleted in (e.g. the past 6 months).
- If you know the equipment’s asset code, enter it in the Assets filter:
- Click Download.
- Open the file in Excel.
- If you need to filter the results, do any of the following:
- Filter the Service column by Asset. This displays only changes to the equipment record itself.
- Filter the Action (CRUD) column by DELETE. This displays only deletions.
- In the filtered results, look for the deleted asset. In the example below, an admin deleted asset A116 on August 9:
Find a task that was removed from a work order
To find a task that was removed from a work order:
- Go to Settings > Audit Trail.
- Make sure that you’re in the Work Orders tab.
- In the date range fields, select the date range you think the task was removed during (e.g. the past week).
- In the Work Orders filter, enter the code for the work order that the task was removed from:
- Click Download.
- Open the file in Excel.
- If you need to narrow the results, do any of the following:
- Filter the Service column by WorkOrderTask. This displays only changes to the work order’s tasks.
- Filter the Action (CRUD) column by DELETE. This displays only deletions.
- In the filtered results, look for the task that was deleted. In the example below, an admin deleted two tasks from work order 17131:
Find a specific field-level change
To find a change to a specific field in a work order or equipment record:
- Go to Settings > Audit Trail.
- Click either the Work Orders or Equipment tab (depending on which type of audit trail you want to view).
- In the date range fields, select the date range you think the change happened during (e.g. the past 2 weeks).
- In the Filter by section, use the filters provided to narrow your results. For example, if you want to find a change made to a specific work order, enter its code in the Work Orders filter:
- Click Download.
- Open the file in Excel.
- Use the work order or equipment data dictionary to find the service and key that correspond to the field you're looking for. For example, to find changes to a work order’s Summary of Issue field, you would be looking for the “Description” key in the “WorkOrder” service.
- Filter the Service column by the service you identified in step 7. Continuing the example above, you would filter for “WorkOrder”.
- Filter or search for the key you identified in step 7. Continuing the example above, you would look for “Description”:
In the example above, an admin changed the work order’s description on August 14.