Managing audit logs
Audit logs show all the changes made in the system. Audit logs include the date, event, user who made the change, a reference identifier, and details of the change.
The time zone for Third-Party Manager is UTC except for workflows. The time zone cannot be changed.
View an audit log for a third-party
To view the audit log for a specific third-party, follow these steps:
- From the Dashboard's left menu or the link at the top of the page, select Third Party Management.
- On the Third Party List grid, select the third-party.
- On the Record Detail tab, select the Audit Log tab.
- Select Include case Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action. logs to display the logs associated for a case. A case can be a form A form is a questionnaire to gather information. (questionnaire) sent or an investigation, such as an Open Source Investigation.
View an audit log for a third-party case
To view the audit logs for a third-party's case, follow these steps:
- From the Dashboard's left menu or the link at the top of the page, select Case Management.
- On the Case List grid, select the case.
- On the Case Folder tab, select the Audit Log tab.
View and export audit logs (system wide)
You can filter system wide audit logs and export log information to a csv file. Filters include:
- A date range.
- Your events or all user events for the date range specified.
- One or more event types or all event types.
- (Optional) A specific Reference identifier. For a third-party, the Reference identifier is the Profile #.
For a case, the Reference identifier is the Case #.
Actions that are unrelated to a specific case or third-party display but are not assigned a Reference identifier. These include logging in, creating a risk model Created for different third-party types and categories within the type to apply separate evaluation criteria to diverse types of third parties. Four factors make up a risk model: country, type and category, DDQ questions, and third-party custom field questions., updating a setting, updating a custom field A field is a way to input information, often a question., adding a renewal rule, adding a new user, and so on.
To view and, optionally export, an audit log:
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From the Dashboard's left menu or the link at the top of the page, select Settings.
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Select the Audit Log tab.
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Perform the following actions, as needed, then click the Refresh button.
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Enter dates in the From and through date fields to view events for the range.
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Select My Events to see the audit logs for events you performed. Deselect My Events to see all users' changes.
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Select Events and select events you want displayed:
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Check All (or check selected events): Display events with and without References identifiers.
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Uncheck All: Only items without Reference identifiers display. These include logging in, creating a risk model, updating a setting, updating a custom field, adding a renewal rule, adding a new user, and so on.
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Invert All: Select Invert All to deselect the selected items and select the items previously not selected.
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- To search on a Reference identifier (Profile # or Case #), enter the identifier then select the Refresh button.
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To export the grid information displayed to a csv file, select the Export button.