Auditing

Introduction

Records365 provides a comprehensive Audit Log of all actions that take place on a record, both in the Content Source (where supported by each connector) and in the Records365 platform itself.

Each record within Records365 maintains its own unique audit log, which merges together the list of all audited activities from the Content Source and the Records365 platform. These activites might include a document being viewed or checked out in the Content Source, or being reclassified in Records365.

Viewing the Audit Log

To view the Audit Log for a record, click on the Audit tab when viewing the Record Details page.

Audit event types

Each row in the Audit page provides the detail of an action that was performed on your Record.

The Source column shows whether the audit is coming from Records365 (Records Management Platform) or from your Content Source. You can use the Filter panel at the top right of the page to filter the audits for a Record.

Below is a list of what each Audit Log entry means specifically in Records365:

Audit Event Type Operations to be Audited Username Description
Record Created When a Record is created in Records365. The name of the connector or module responsible for creating the record. [objectType] [title] was created by [userName]
Record Modified When a Record is modified in Records365. This also creates a new version of the record. Either the name of the connector or module responsible for updating the record, or System for internal operations. [objectType] [title] was edited by [userName]
Record Viewed When a Record is created in Records365. The name of the connector or module responsible for creating the record. [objectType] [title] was created by [userName]