View workforce management details in the audit log viewer

Prerequisites
  • audits > audit > view permission assigned to any user role

Actions that a user takes on schedules, forecasts, historical data import, or work plans add data to the audit log viewer. Here, you can use auditing functionality to see who created and changed schedules, forecasts, historical data imports, or work plans.

  • Schedules: See who created or changed the schedule, the actions taken, who published or unpublished the schedule, and the date the changes occurred.
  • Historical data imports: See who uploaded, processed, or purged the historical data import, the actions taken, and the date the changes occurred.
  • Forecasts and work plans: See who created or changed the forecast or work plan, the actions taken, and the date the changes occurred.

Notes:
  • The audit log viewer only logs saved changes.
  • The audit log viewer does not display pending or failed actions.

Open the audit log viewer

  1. Ensure that you select a workforce management business unit.
  2. 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.
      This step opens a small version of the audit log viewer. Select a service filter to view audit log events. 

View details about schedule edits

  1. Click Filter .
  2. Click Service and select Workforce Management.
  3. Click Entity and perform these steps:
    1. Click Entity Type and select Schedule.
    2. Click Action and select one of the following:
      • Create
      • Delete
      • Publish
      • Unpublish
      • Update
    3. (Optional) In the Entity ID box, enter any identification metrics by which to narrow the search.
  4. (Optional) Click Other and enter any of the following metrics by which to filter the search:
    • User ID
    • Trustee Organization ID
    • Client ID
  5. In the full page viewer, click an entry to view more details. 

View details about historical data imports

  1. Click Filter .
  2. Click Service and select Workforce Management.
  3. Click Entity and perform these steps:
    1. Click Entity Type and select Historical Data Import.
    2. Click Action and select one of the following:
      • Processed
      • Purge
      • Upload
    3. (Optional) In the Entity ID box, enter any identification metrics by which to narrow the search.
  4. (Optional) Click Other and enter any of the following metrics by which to filter the search:
    • User ID
    • Trustee Organization ID
    • Client ID
  5. In the full page viewer, click an entry to view more details. 

View details about forecast or work plan edits

  1. Click Filter .
  2. Click Service and select Workforce Management.
  3. Click Entity and perform these steps:
    1. Click Entity Type and select one of the following:
      • Forecast
      • Work plan
    2. Click Action and select one of the following:
      • Create
      • Delete
      • Update
    3. (Optional) In the Entity ID box, enter any identification metrics by which to narrow the search.
  4. (Optional) Click Other and enter any of the following metrics by which to filter the search:
    • User ID
    • Trustee Organization ID
    • Client ID
  5. In the full page viewer, click an entry to view more details. 

    Set the date and time range for the audit log

    Note: Data for the current day appears by default.
    1. To see data for a different day, click the arrows next to the date range.
    2. To set a different date interval, click the start date and end dates on the calendar.
      Note: Intervals cannot exceed more than seven days.
    3. To set a different time interval, click the up or down arrows to change start and end times.
    4. Click Save.