Understanding the Task Audit Trail
Keeping track of who did what and when is crucial for maintaining accountability and transparency in your operations. Uptick provides several powerful tools to audit task activities, from simple status changes to detailed session logs. This article will guide you through the different ways you can track and audit actions in Uptick.
What You'll Learn
How to use the Timeline for a chronological overview of task events.
How to access and interpret the Show Audit Log for detailed session data.
How to find complete event history using System Logs.
How to track task cancellations and other status changes.
The Timeline: Your Primary Audit Trail
The Timeline is your first and most immediate source for understanding the history of a task. It can be found on nearly every page in the Uptick Web Platform where you can click View to see more details, including on tasks, properties, and quotes.
The Timeline acts as a central log for both system-generated events and manual user actions. This includes:
Status Changes: See when a task's status was changed (e.g., from
ReadytoIn Progress) and by whom.User Notes: View all notes and comments added by office staff and technicians.
Cancellations: When a task is cancelled, the reason for the cancellation is automatically added to the timeline, creating a clear audit record.
System-Generated Events: The timeline logs automatic actions, such as when a task is created or when a stock reservation is collected.
How to view the Timeline:
Navigate to any task in the Uptick Web Platform.
Open the task to view its details.
The Timeline section will display a chronological list of all events and notes associated with that task.
Note: The Timeline displays up to 200 events. For a complete history, you may need to access the System Logs.
Realtime Activity Dashboard and the 'Show Audit Log'
For a deeper dive into technician activity and timesheets, the Realtime Activity Dashboard is your go-to tool. It provides detailed information on task sessions and includes a powerful audit feature.
Key features include:
Raw Session Data: Access raw data that shows discrepancies between system-tracked session times (from the play/pause buttons in the app) versus session times manually changed by users.
Location Verification: See the distance between a field technician and the task location when a session began, helping to verify they were onsite.
How to access the Audit Log:
On the Uptick Web Platform, navigate to Insights and Reports > Realtime activity dashboard.
In the detailed breakdown of sessions, click the Show Audit Log button.
This will reveal the raw data for all sessions, showing the origin and any modifications.
System Logs for Complete History
When you need to see the full, unfiltered history of an item beyond the Timeline's 200-event limit, you can use the System Logs. This is especially useful for auditing purposes or investigating historical data.
How to access System Logs:
Note: Access to the Control Panel and System Logs is restricted to users with appropriate permissions.
Navigate to the Control Panel.
Under System Logs, you can access the full event history for most modules in Uptick.
Tracking Other User Activity
Beyond tasks, Uptick offers other ways to monitor user activity:
Stock History: To audit all stock movements, go to Billing > Warehouses and click Stock History. This shows a complete log of all stock consumption and transactions across your warehouses.
Account Device Audit: To see user login history, go to Control Panel > Security > Account device audit. This log shows all logins to your Uptick system for the past 14 days.
