The Audit Trail can only be accessed by Site Administrators.
The Audit Trail shows audited events that have happened on your Site within the last 180 days. You can access the Audit Trail via the Site Admin section of the GoTo Menu or via the Title menu in an Item Notebook.
Within the Audit Trail there are two main sections. The First at the top of the page is where you can filter the Results by Date, User, Item and type. Below that is that is a list of all the Audited events for your Site based on your Filters.
For more detail on what each filer does, please see our Online Help.
Tip: If you open the Audit Trail via an items Notebook, the Audit Trail will automatically be filtered to show recorded events for that item only.
The Audit Trail can also be accessed in Classic. Please see our Classic help for more information.
Audit Trail Limit
The Audit Trail is limited to the last 180 days of Activity. If you need any Audit Trail Records from beyond that limit, please contact the Pentana Performance Helpdesk and let us know what information you are looking to retrieve.
Why can't I save my Query?
In Classic, you do have the ability to save an Audit Trail Query you create, but that functionality is not available in Browser. However, as you filter the Audit Trail you may notice that the Page URL changes. So instead of saving the Queries you can bookmark the URL or include the URL in your Site Admin Portal for Quick Access.
What are Status Changes?
When a PI is updated or its settings change it status may also change, and this is recorded in the Audit Trail, for example ‘PI05 Survey Responses: Status changed from R to U’. Below is a Key of what each letter means:
R – Red
Y - Amber/Yellow
G – Green
U - Unknown
Why can't I find an Item on my Site?
When you Search for an item and it's not showing in the list screen there could be a few reasons for this and by using the Audit Trail you can investigate what happened.
First Step is to open the Audit Trail and select the ‘Deletes’ filter and search though the results to look for the Item that was deleted. You can use ‘Ctrl + F’ to open your Browser search bar to find specific text, which can make searching through multiple pages of results faster.
If an Item is deleted, you will see an Audit message like the above. However, if you do not see a delete Audit it is possible something else has happened. Change the Audit Trail Filters to ‘Update’ and continue to search for the Item name, so we can find that the most resent update made to it.
Another possible cause could be that a User has changed the Code, Title or Both for the Item, thus why it will not have appeared in the search screen. As you can see in the Below Audits, the code and the Short name where changed for this PI and as the message includes the old code, you can easily locate it.
Further Filtering Data
There are some entries that you may not be able to show specifically. An example of this would for when a User has been created, as this Audit Event is an ‘Insert’ Type but has no Item category against it. To view this event you would have a list of all Insert type Audit on your site.
To find these events specifically, you can export that data into Excel by either copying the data on the results screen or creating and Audit Trail Report in Classic.