Audit Trail
How to use Audit Trail in Monitoring & Backups: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review the available system health, logs, scheduled jobs and backup controls. A backup is useful only when its restore procedure and required recovery keys are known and tested.
This page is a settings page in System Admin → Monitoring & Backups. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: DocType, Document.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Audit Trail from System Admin → Monitoring & Backups, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
DocTypedoctype_name | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Documentdocument | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Start Datestart_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.