As a Compliance Officer, you can add audit logs to a case, so the record of who did what is kept together with the rest of the case.
Add an audit log to a case
- Go to the Audit section.
- Choose the users, actions and date range you want to see, and click Search.
- Click the More menu (represented with ...) next to the audit log and select Add to Case.
- Choose the case. Only active cases are shown, in alphabetical order, and you can use the Search for a case... box to find one by name. Cases the audit log already belongs to aren't shown.
You'll see a confirmation message: Audit log successfully added to the case.
Click any audit log to open its Audit Log Details. The cases it belongs to are listed under Cases.
View all audit logs in a case
- Go to the Cases section.
- Find the case you want and click Manage.
- Open the Audit Logs tab.
The tab lists every audit log added to the case, with the following columns:
- Date & Time
- User
- Action
- Object Id
- Object
- Status
- Actions — the More menu with the Remove from Case option
You can sort by Date & Time, User, Action or Status by clicking the column header. The latest 50 audit logs are displayed initially; you can change the number of items per page to 25, 50 or 100.
Remove an audit log from a case
Click the More menu (...) next to the audit log and select Remove from Case. It disappears from the tab straight away. You'll see a confirmation message: Audit log successfully removed from the case.
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