Application Audit
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Application Audit

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Article summary

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 as well as other tasks. Auditing options are:

  • View Audit Log - select areas of the application in which you would like to view the actions taken by a selected user.
  • Data Load History - view successful and unsuccessful Data Integration - Data Load Rule processes.


Audit Log


View Audit Log
  1. Navigate to Maintenance > Application Audit > View Audit Log. The Application Audit Details page is opened.
  2. Select the Audit Area from the drop-down.
    To learn more about each audit area, click here.
  3. 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.
  4. Select the date range using the From and To fields for the period you would like to view the audits.
  5. Select an Application User to view actions taken by that user.
  6. For Audit Type choose from an Active or Archive audit log.
  7. Click View Logs to see results based on selections.


Audit Log Results

Once you click View Logs, the results are populated in a table format.

Audit User - The name of the user selected in the Application User field.

Audit Area - The audit area selected.

Audit Action - For example, Add, Edit, Delete. The action the user took.

Audit Time - The date and time the user performed the action.

Audit Description - Displays a description of the action the user performed. For example, Logged In.


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.
  • Three additional informational columns are displayed in the results when auditing hierarchies. These columns are Source, Old Value, and New Value and they provide more detailed information about the actions performed by an end user.
  • 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 Add, Edit, or Delete.
  • Information on session timeout and reasons for login failures is provided.

In Practice

  1. Navigate to Maintenance > Audit > View Audit Log.
  2. Select search/filter criteria.
  3. Click View Logs. The results are displayed.

The Source column provides information on how the change was made. For example, a user performed “input”. The Old Value column provides information on the original value before the change the user performs. For example, the user changes the member code from xyz to abc. So, xyz is shown as the Old Value. The New Value column provides information on the updated value. So, if the user changes the member code from xyz to abc, abc is shown as the New Value.

Archiving Audits

To archive audit logs:

  1. Navigate to Maintenance >Audit >View Audit Log. The Application Audit Details screen appears.
  2. Click Archive. The Application Audit Archive screen appears.
  3. Select the From and To dates for the audit logs you want to archive.
  4. Click Archive Logs. The logs are archived. To view logs, return to the Application Audit Details screen and click View Logs.


Setup Application Audit


To set up Audit functionality, navigate to Maintenance > 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.


Data Load History


View successful and unsuccessful Data Integration - Data Load Rule processes. Access the Data Load History page by navigating to Maintenance > 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, those that failed, or those that were successful.

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.

Click Exception Report to view the Data Load Exception Report, which contains information on data loads that were not successful. 

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.
  • Status Message - Displays the name of the data load rule. This column is no longer be available in the grid. However, this column is available in the exported or printed Data Load History report.

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