Audit Trail
TurnKey Lender allows system owners and administrators to know what changes were made in the system by whom and when. Audit Trail contains this functionality, and gathers all the activities that modify customer data, for example:
- When a manager logged into or logged off from the system;
- Informs that loan application was created in the system;
- Shows when and what interaction/contact was made with a customer (an Email notification or a reminder);
You can locate the Audit trail tab in System workplace:
Grid contains several parameters with useful info for the Administrator:
- Time - date and time when certain action/activity was made.
- Action - the name of the action
- Target - where the object is stored and what action was performed
- Target details - a record in the system with the details and the activity that performed.
- User name - the name of a back-office user who initiated this action/activity.
- IP address - the IP address of the PC (place) manager used for initiating action/activity
- Actions - is the area that contains the active 'Details' button to get additional information.
Date filter panel and search
Date filter filters the grid view by the following values:
| Name | Value | Comment |
|---|---|---|
| Date |
| "All" by default |
| From | The values can be selected with a date picker | Appears if the Custom option is selected in the Date Filter dropdown |
| To | The specified period From-To is used to filter the Loan Export Grid by Disbursement date |
Search: the field is used to search actions by values contained in the columns:
Time
Action
Target
Target Details
User name
IP Address.
Search works with sub-strings without case checking
Audit Trail detailed view
When Back-office users want to get detail about a specific action, they can access it by clicking the Details button (Figure 1), after that Audit trail details window opens:
Detailed information is displayed in raw form and may require additional knowledge about the application's data structures to be interpreted correctly.
- Request section - contains parameters (pulled from the BD or that was newly added to the system)
- Result section - contains information about the result of the action made (ex. what was created/saved in the system.)