View workforce management details in the audit log viewer
- audits > audit > view permission assigned to any user role
Actions that a user takes on workforce management entities add data to the audit log viewer. Here, you can use auditing functionality to view detailed information about workforce management functionality.
Workforce management entity | Actions taken |
---|---|
Activity codes | Created, deleted, or changed |
Business units | Created, deleted, or changed |
Forecasts | Created, deleted, or changed |
Historical data imports | Uploaded, processed, or purged |
Management units | Created, deleted, or changed |
Planning groups | Created, deleted, or changed |
Schedules | Created, deleted, changed, published, unpublished |
Service goal templates | Created, deleted, or changed |
Shift trades | Created, deleted, or changed |
Time-off plans | Created, deleted, or changed |
Time-off limits | Created, deleted, or changed |
Time-off requests | Created, deleted, or changed |
Work plans | Created, copied, deleted, or changed |
Work plan rotations | Created, copied, deleted, or changed |
You can also see which user took action on the workforce management items and the date and time that changes occurred.
- The audit log viewer only logs saved changes.
- The audit log viewer does not display pending or failed actions.
Open the audit log viewer
- Ensure that you select a workforce management business unit.
- To open the audit log viewer, do one of the following:
- From the Admin menu, under Troubleshooting, click Audit Viewer.
This step opens the full page viewer, which enables you to click an individual row for a more detailed view of an audit entry. - At the bottom of any admin menu or workforce management view, click Show audits footer in the lower right corner.
- From the Admin menu, under Troubleshooting, click Audit Viewer.
View details about the workforce management entity
- Click Filter .
- Click Service and select Workforce Management.
- Click Entity and perform these steps:Note: The available actions and entity ID options vary, depending on the entity type that you select.
- Click Entity Type and select the workforce management type that you want to view.
- Click Action and select the appropriate action by which to filter the workforce management type.
- (Optional) In the Entity ID box, enter any identification metrics by which to narrow the search.
- (Optional) Click Other and enter any of the following metrics by which to filter the search:
- User ID
- Trustee Organization ID
- Client ID
- In the full page viewer, click an entry to view more details.
Set the date and time range for the audit log
- To see data for a different day, click the arrows next to the date range.
- To set a different date interval, click the start date and end dates on the calendar.
Note: Intervals cannot exceed more than seven days. - To set a different time interval, click the up or down arrows to change start and end times.
- Click Save.