Audit Trails

Audit Trails

Intended Audience:  Admins


Summary

Audit trails show who performed what action on a portal, and when it happened. Download the resulting records as a CSV file for your organization's records.

Audit trails: overview

Audit Trails
is an interface-based tool for admins to show activities within a portal, specifically:

·         who made changes in Safety Made Simple

·         what changed in Safety Made Simple

·         when these changes happened

With this information admins can:

·        reconstruct events and fix errors

·        advise on best practice to avoid future mistakes

·        compile data for compliance reports


Audit trail filters

The default view of Audit Trails is of all actions, with the most recent actions first, aka in descending order. When you select Reset filters, Safety Made Simple returns to this default display.

The following screenshot shows an example of the default view of recent actions in the portal, performed by an admin, with email addresses obscured.




Currently Safety Made Simple tracks the following high-priority activities on your portal. They appear as filters in the Actions dropdown menu.

·         Enrollment actions

·      User marked complete on a course

·     User unenrolled from a course

·         User actions

·        User deleted

·       User login disabled

·       User login enabled

·         Course actions

·        Course deleted

·        Course archived

·         Learning path actions

·        LP deleted

·        LP archived

·         Exam actions

·        Resetting the exam for a user

·         Group actions

·        Group deleted

·        User removed from a group

Executed by
 shows the name of the person who performed the actions, when the actions happen through the Safety Made Simple interface. The field lists System user for actions performed through batch user import, dynamic rules and API automations.

Target / User
 refers to the learner involved in the action.

Date range
 for audit trails is up to 90 days.

You can view the results from any filter as an ASC (ascending) or DESC (descending) list.

The following screenshot shows the Action drop-down menu after applying 2 actions.



Access permissions

All admins: can access and filter audit trail data on portals and sub-portals


Access and view audit trails

1.     From main navigation go to Audit Trails.

2.     Filter the display using 1 or more options:

·     Actions

·     Executed by

·     Target / User

·     Date Range

·     ASC/DESC, applied to:

·       Date and time

·       Event / Action 

·       Executed by

·       User

·       Resources

3.     Select Reset filters to start over.

4.      Select Export to download a CSV file of the selection onscreen.

    Tip: to keep long-term record of your audit trails, download the CSV file of your portal's actions every 90 days to store outside of Safety Made Simple.