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Eptura Knowledge Center

Audit

This is a centralized Audit interface lets Managers and Senior-level users see visibility into employee actions across the system.

Access the Audit Records


  1. From the menu, click Settings.
  2. Under the Tools and Support section, click Audit.

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  1. From the Audits menu, select a module.
  2. Select an item.

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In this example, we will look up the address change for a vendor.

  1. From the contact drop-down, select the contact.
  2. Optional - From the Modify Type, select either Deleted, Inserted, or Updated. Note that All is the default selection.
  3. Optional - From the Modified by, select the username.
  4. Optional - From the Max results drop-down, select either 50, 100, 250, or 500.
  5. From the Start Date and the End Date calendar picker, select the dates you want to search between.

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  1. Click the Fetch records button.

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Filter Records


Similar to the customizing the grid the records grid lets you search, sort, and filter.

Column Search

When you search for records, it will display only those records for the search criteria. Each column contains the search, and this will let you focus on the items you want.

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Column Sort

Click the column heading to sort ascending or descending.

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Column Filter

When you click the Filter clipboard_b84cae89-94c9-4aee-a977-f3c6106bd2a1.png icon, a menu will appear showing you the items you can select.  

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Export Records


If needed you can quickly download the audit records.

  1. Click the Export all data clipboard_8f1d6086-694b-4315-a5fb-16e5a7f5cc2e.png icon and the AuditRecords.xlsx downloads.
  2. Open the spreadsheet to see the records.