Audit Trail

Whenever someone adds, edits, or deletes elements in certain areas of DASH, the system records these changes, and these can be viewed in the Audit Trail.

To access the Audit Trail:

1. Navigate to the Settings button on the left-hand side.

2. Select Audit Trail.

This page will display any changes made to:

• Contacts: Creation, deletion, and edits (such as income, expenses and assets)

• Agreements: Updates to dates, fees, services

• Tasks: Creation, editing, deletion

• Documents: Creation, updates and deletion

• File Notes: Creation, editing, deletion (notes and attachments)

• Workflows: Creation, editing, deletion

• Templates: Changes to agreement, file note, email, workflow templates

• Roles: Creation, editing, deletion

• Investments: Creation and updates

• Dashboard: Creation and updates

• Accounts: Creation, updates and deletion

• Store: Creation, editing, deletion

• Saved Search: Creation and deletion

• Settings: Modifications to different settings including system configuration, contact categories, risk profiles

The Audit Trail highlights:

• What the change was

• Who made the change

• When the change occurred

You can use the search and filter option at the top right of the Audit Trail page to search for changes made to specific areas of Dash or changes made by specific users.

More areas will continue to be added to the Audit Trail over the coming months.