Projects activity logging

Activity logging records changes that users make. Whenever an item is added, updated, or deleted, an entry is logged to track the changes and preserve a complete history of your organization's data.

How it works

There are two areas in the Projects app you can use to track changes:

  • Recent Activity a timeline of activities conducted in a single project or framework
  • History a record of field-level changes for a single item in a project or framework, including the exact before and after change

Information that displays under Recent Activity and History cannot be changed or deleted.

Recent Activity

What gets logged What does not get logged
  • the name and initials of the person that performed the action
  • the type of action performed
  • a hyperlink to a referenced item based on the item's title or description
  • when the action was performed
Tip

When you backup a project, the activity logs under Recent Activity are exported as an Excel file. You can import the Excel file to Analytics to conduct further analysis, if needed.

  • adding a new attachment
  • uploading a new version of an attachment
  • comments
  • project types
  • timestamps

History

What gets logged What does not get logged
  • the person that edited the fields
  • the date the person edited the fields
  • the fields edited
  • the original value of the field
  • the updated value of the field
Note

Updating multiple fields at once creates a single log entry under History.

  • associating a risk to a control (and vice versa)
  • linking evidence from Results
  • formatting changes in rich text fields
  • adding an attachment
  • uploading a new version of an attachment
Tip

Within the attachments section on a page, a datestamp is displayed when you upload a new attachment or upload a new version of an attachment.

Detailed list of logged items

View a detailed list of items that are logged under Recent Activity and History.

 = Logged

 =  Not logged

Item Added Updated Deleted History Signed-off Other logged occurrences
Project

 

 

 

 

 

 Rollforward

 Archived

Project Status

Project Settings

 

 

   

Project roles (both for individual users and user groups)

 

 

 

 

Certification    

Assurance Plan

Note

Change history is logged within individual assurance plans. For more information, see Defining assurance plans.

 

Project linked to an assurance plan

Project unlinked from an assurance plan

Planning

 

 

 

 
Planning Files

Citation Mode: highlights / links to files added, updated, and deleted

  • highlights / links to files added, updated, and deleted
  • clippings added and deleted

Results

 

 

   

Results Files

Citation Mode: highlights / links to files added, updated, and deleted

  • highlights / links to files added, updated, and deleted
  • clippings added and deleted

Objective

 Walkthroughs list

 Test Plan list

 Tests list

 Cloned

 Imported

Assessment Survey   Sent
Narrative

Imported

Citation Mode: highlights / links to files added, updated, and deleted

  • highlights / links to files added, updated, and deleted
  • clippings added and deleted

Risk

 

 Imported

Control

 

Imported

Assessment Driver (changes the value of an assessment)

 

   

Test Plan

 

 

 

Walkthrough

 

 

Control performance schedule added, enabled, or disabled

Citation Mode:

  • highlights / links to files added, updated, and deleted
  • clippings added and deleted

Test

 

 

Citation Mode: highlights / links to files added, updated, and deleted

  • highlights / links to files added, updated, and deleted
  • clippings added and deleted

Issue

Issue Information

Follow-up & Remediation

Retest Information

Citation Mode: highlights / links to files added, updated, and deleted

  • highlights / links to files added, updated, and deleted
  • clippings added and deleted

Action

 

 

Request

 

 

To-dos

 

 

Time entries

 

 

Examples

Scenario

As an Audit Manager, you are responsible for an entire Application Systems Operational Risk Monitoring project. You want to review the types of activities that recently happened in the project, and who has been conducting those activities.

Process

You open the project, and review the information under Recent Activity.

Result

The activity log displays the following information:

Scenario

When you reviewed the information under Recent Activity within the Application Systems Operational Risk Monitoring project, you noticed that your colleague made an update to a control test:

You need to view the exact updates that your colleague made.

Process

From the project dashboard, under Recent Activity, you click the hyperlink associated with the control test: SEC-007: De-provisioning User Access for terminated employees. You then scroll down the page, and review the History section.

Result

The History section displays the following information:

Considerations and limitations

Working with items

You cannot revert to a prior version of an item or filter for a particular activity or activity type under Recent Activity.

Archiving projects

If you archive a project, sensitive data in activity logs under Recent Activity is purged, and History (Before/After changes) are deleted.

Cloning objectives

If you clone an objective from a project, field-level changes under History are also copied from the source project to the target project. Activity logs under Recent Activity are not retained.

Permissions

  • Professional Managers, Professional Users, and Oversight Executives have read access to Recent Activity and History.
  • Contributor Managers, Contributor Testers, and Contributor Users have read access to History and no access to Recent Activity.
  • Oversight Reviewers do not have access to Recent Activity and History.

Track changes

View recent activity

  1. Do one of the following:
  2. On the Dashboard under Recent Activity, click Show/hide content, and do any of the following:
    • View the most recent activities that have occurred in the project.
    • Click the hyperlink of a referenced item to redirect to the page where the information was created or updated.
    • Locate a specific activity by selecting the appropriate page number from the page list at the bottom of the page.

Download the activity log

  1. Do one of the following:
  2. On the Dashboard, click Download activity log.
  3. Click Download.

    The report saves to your computer as a .xlsx file.

View History

  1. Do one of the following:
  2. On the Dashboard under Recent Activity, click Show/hide content.
  3. Click the link associated with the relevant item.

    Note

    Interface terms are customizable, and fields and tabs are configurable. In your instance of HighBond, some terms, fields, and tabs may be different.

  4. Scroll to the bottom of the page and click History to expand the item's history.

    You can examine exactly what changed by looking at the highlighted text in the After column.

    • Green text: added in this change.
    • Red text: removed in this change.
Tip

Hover your mouse over the timestamp on any log to reveal the date that change occurred.