The Audit - Case screen displays all user-initiated changes to case fields that have been flagged for audit in the database, for the case in context.
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For help configuring the fields that are to be flagged, contact an Akcelerant Customer Care Specialist via a Request case on the Collaboration Portal. |
Each change is tracked within an audit table that displays the following information in columns:
| Column Name | Description |
| User | Displays the name of the user who edited the account. |
| Date | Displays the date the case modification was performed. |
| Type | Displays the type of modification performed. |
| Description | Displays a description of the modification. |
Filter Audit History by Date
By default, the Audit - Case screen displays all changes made within the last 30 days, however users are able to refine this table by modifying the date range.
- Click the
button to change the date range to the previous 30 days. - Click the
button to change the date range to the next 3o days. - The Audit - Case screen also contains a variety of pre-configured date ranges that are available from the To drop-down list.
- Users may manually update the date range by updating the From/To dates. To manually update the From/To dates, enter the dates within the fields or use the associated calendar tools.
- Once the desired rate range is selected, click the Refresh button to update the list of audit items
Changing the Case in Context
In addition to refining the date range, users may select the case in context using the case drop-down list located in the Audit - Case tab.
