View timesheet entry audit trail

Prev Next

Overview

Use the Audit Trail to see any changes made to your employee or technician timesheets.  


Who uses this feature

  • Administrators

  • Primarily for Commercial Service and Replacement business types.

Access Audit Trail

  1. Open the Timesheets screen either through the Time Clock, Dispatch Board, or a Job.

  2. Click Morenext to a timesheet entry, then click View Audit Trail.
    Menu options include 'View Audit Trail' and 'Delete' for document management.

  3. On the Audit Trail that opens, you can:

    1. View the timesheet entry details. If you don’t need to see this, click Hide Timesheet Entry Details.
      Audit trail showing Alex Anderson's timesheet details for Spiral Ductwork project.

    2. View a list of all changes or updates to a timesheet entry, including the date and time, username and user type of the person who made the change, which action occurred, and the details before and after the change was made.
      User activity log showing actions like adding tags and modifying project labels.

    3. Use the filters to filter the list by Date, Username, User Type, Action, or Field.
      User activity log with filter options for selecting specific fields and actions.

Want to learn more?