Reporting on audit events
Every action in Objective Connect is tracked and recorded in an audit trail. The audit trail enables an administrator or workspace owner/manager to know exactly who did what and when.
The audit trail includes information on:
- The date a workspace was created.
- The date a participant was invited.
- The date a document was downloaded.
- The date a document version was updated.
- The date a document version was annotated. There will be entries for public and private annotation, however, the contents of the annotations are not recorded.
As an administrator, an audit trail can be produced for a specific date range across the entire workgroup or for a specific active workspace.
As a workspace owner, an audit trail can be produced for a specific date range for a specific active workspace.
Reporting on audit events is available for both the Objective ConnectStandard edition and Enterprise edition.
- In Objective Connect, go to the workspace for which you wish to report on audit events.
- In the Summary section of the workspace, select in the top right-hand corner then .
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Enter or select the Start and End dates of the audit report.
Tip: Audit events are limited to a year from the selected start date.
- Select to produce a .csv file which can be opened in a spreadsheet application like Microsoft Excel.
As an administrator you can:
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In Objective Connect, select your username in the top right-hand corner of the page and choose the option from the drop-down menu.
The Workgroup page displays.
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In the Workspaces section of the Workgroup page, select
in the Actions column for the workspace, then .You can also choose from the Workgroup page.
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Enter or select the Start and End dates of the audit report.
Tip: Audit events are limited to a year from the selected start date.
- Select to produce a .csv file which can be opened in a spreadsheet application like Microsoft Excel.
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In Objective Connect, select your username in the top right-hand corner of the page and choose the option from the drop-down menu.
The Workgroup page displays.
- Select the workgroup.
- For active workspaces, go to the Workspaces section, select in the Actions column for the chosen workspace, then .
- For closed workspaces, go to the Closed workspaces section, select in the Actions column for the chosen workspace, then .
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Enter or select the Start and End dates of the audit report.
Tip: Audit events are limited to a year from the selected start date.
- Select to produce a .csv file which can be opened in a spreadsheet application like Microsoft Excel.
As a workspace owner/manager:
- Go to the workspace for which you wish to report on audit events.
- In the Summary section of the workspace, select in the top right-hand corner then .
-
Enter or select the Start and End dates of the audit report.
Tip: Audit events are limited to a year from the selected start date.
-
Select to produce a .csv file.
The audit event is created and displayed on your screen. You can save it to your cloud storage or share with others using your email or any messaging tool. The file is displayed on your screen and which can be opened in a spreadsheet application like Microsoft Excel.