Using Application Audit
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Using Application Audit
- 4 Minutes to read
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Admin users can monitor all actions taken by users. If there are discrepancies, view users that were logged on when the discrepancy occurred as well as the actions each user took associated with the area of the application in question.
Planful provides different levels of user auditing for a variety of Data Integration tasks and planning tasks. The options are:
- View Audit Log - select areas of the application in which you would like to view the actions taken by a selected user
- Setup Application Audit - configure the application areas to be tracked for user actions
- Data Load History - view successful and unsuccessful Data Integration - Data Load Rule processes
Audit Log
How to View Audit Log?
To view the audit logs for the actions performed over the application, follow the steps below:
- Navigate to Maintenance > Application Audit > View Audit Log. The Application Audit Details screen appears.
- Select from the following options to narrow down the logs:
- Select an Audit Area from the drop-down. To learn more about each audit area, click here
- For Action, select the action associated with the Audit Area selected. For example, if you want to view all navigation role deletions, select Navigation Role from the Audit Area list and Delete from the Action list
- Select the date range using the From and To fields for the period you would like to view the audits
- Select an Application User to view actions taken by that user
- For Audit Type choose from an Active or Archive audit log
- Click View Logs to see results based on selections. Once you click View Logs, the results are populated in a table format.
- Audit Time - The date and time the user performed the action
- Audit User - The name of the user selected in the Application User field
- Audit Area - The audit area selected
- Source - Displays how the change was made, indicating whether the log is user input or system-generated
- Audit Action - For example, Add, Edit, Delete. The action the user took
- Audit Description - Displays a description of the action the user performed. For example, Logged In
- Old Value: Displays the original value before the change the user performs. For example, if a user’s Support Role is changed, the existing role details are displayed
- New Value: Displays the new or updated value. For example, if a user’s Support Role is changed, the new role details are displayed
How to Archive Audit logs?
To archive audit logs, follow the steps below:
- Navigate to Maintenance > Application Audit > View Audit Log. The Application Audit Details screen appears.
- Click Archive. The Application Audit Archive screen appears.
- Select the From and To dates for the audit logs you want to archive.
- Click Archive Logs. The logs are archived. To view logs, return to the Application Audit Details screen and click View Logs.
Auditing Hierarchies
Additional auditing capabilities (listed below) are available for all Hierarchical changes made in Hierarchy Management.
- Ability to search all changes under the Hierarchy Audit Area except for Attribute Setup performed via the Setup link in Hierarchy Management. Attribute Setup changes are displayed as User Defined Attributes
- The Audit Description column includes more details on the field modified by a user. Parent information is provided as well
- The Audit Actions list is simplified. All actions are categorized as All, Add, Copy, Delete, Edit, or Save.
How to Set Up Audit Log for Application Areas?
Admins can select specific areas within the system for audit logging to track user actions. To configure the audit areas to be tracked, follow the steps below:
- Navigate to Maintenance > Application Audit > Setup Application Audit.
- Select the Enable Log checkbox next to each area of the application you want to audit. You can also select Check All to enable auditing of all application areas.
- Click Save.
Data Load History
View Data Load Rule process statuses by navigating to Maintenance > Application Audit > Data Load History.
Data Load Rule - Select the Data Load Rule for which you would like to view report log information.
Type - Select to view audit log data for all data loads, both successful and unsuccessful.
From / To - Select From and To period dates to view related report log details.
View History - Generates results based on selection criteria.
Close - Close the Selection Criteria pane.
Detailed Report - View the Data Load History Report, which contains detailed information, such as the name of the loaded file, the number of records loaded, the data type, and time mapping information.
The following fields in the grid are described:
- Start Time - Displays the time at which the Data Load Rule process started
- End Time - Displays the time at which the Data Load Rule process was completed
- Status - Indicates whether the data load was successful or not
- Description - Displays details about the execution of the Data Load Rule process
- Record Count - Displays the number of records loaded in the Data Load Rule
- Run Id - Displays a unique key associated with the Data Load Rule. You can use the Run Id when you contact the Support team for Data Load Rule related issues
- User - The user that performed the data load
Note:
Status Message - Displays the name of the data load rule. This column is available only in the printed (Output > Print) or exported (Output > Export as Excel) Data Load History report.
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