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Audit trail

 

Prerequisites

  • Access to the Portals menu.
  • “Audit trail” permission enabled on the Configuration > Access group (CM011) menu.

 

Introduction

Audit trails allow for tracking events that have occurred on system portals. This includes adding, editing, deleting, copying, and viewing content.

A significant aspect is that even users without permission to access certain portals can monitor the events that take place in them.

See below how to access the audit trail:

 

Monitoring events

1. Access the Portals > See all menu.

2. Click on the button and select the Audit trail option.

3. On the displayed screen, all events that occurred and are related to system portals will be listed.

4. In the available field, enter the name of the desired portal and click on Search.

5. Click on Apply.

6. After adjusting the filter information, click on Search.

  • It is possible to customize the columns displayed on the audit trail. To do so, click on the Columns option and enable those you wish to view. This flexibility allows users to adjust the display according to their specific needs and preferences.
  • Through the Filters option, it is possible to select several filters to perform different searches related to portals.
 
  • For the events to be listed in the audit trail, they must be configured in the Configuration > Audit trail (CM012) menu of the SoftExpert Configuration component.
  • The Configuration button on the audit screen is a shortcut to the CM012 menu and allows the configuration to be performed by the users who have permission to configure the system audit trail.
 

 

Conclusion

This way, it will be possible to track the events that have occurred on created portals.


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