View a list of the what changes are tracked for projects, transactions, and documents. The audit includes details of who made the change, and when the change was made.
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N / A
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Assistant project manager
Project manager
Director access
Assistant administrator
System administrator
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Open Project > Audit
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Project audit available
Project changes
| Documents |
Y |
- Add new document to the project
- Check-out a file for edit
- Check-in of a new file version
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| Contacts |
Y |
- Add new contact
- Primary contact
- Invoice contact(s)
- C / O invoice contact(s)
- Portal access granted contacts
- Edit of a project contact
- Delete of a project contact
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Transaction changes
| Written-off |
Y |
- Transaction automatic write-off from the stage fee type.
- Transaction manual write-off.
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| Queried |
Y |
- When the transaction was queried by the project manager and sent back to the staff member for review. The details of the queried transaction(s) are also shown.
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| Delete |
Y |
- When the transaction was deleted by a project manager, and what the details of the deleted transaction were.
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| Locked |
Y |
- When the transaction was locked to stop any future edits of the item as it will be included on a invoice. The details of the locked transaction are shown.
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| Approved |
Y |
- Transactions can be approved when they are 'unlocked' or resubmitted after a transaction query. The details of the approved transaction are shown.
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Document changes
| New |
Y |
- New file or document is uploaded.
- Document is created from a Synergy document template.
- Tracks uploads for the projects, contacts and staff documents.
- Tracks uploads in the project image gallery.
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| Versions |
Y |
- New file versions uploaded for each document or image.
- Document templates created or re-built are tracked as new versions.
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| Delete |
Y |
- Any documents or images deleted.
- Tracks deletes from the project, contact, and staff document libraries.
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| Draft invoices |
Y |
- Each new invoice created has a word document created automatically. This is tracked in the audit automatically with the file name 'draft.docx' shown until the invoice is finalized.
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| Finalized invoices |
Y |
- The date and time that the invoice or credit note is finalized is tracked.
- The document created as the invoice was finalized is tracked as a new file version, which displays the finalized invoice number instead of the 'draft' invoice label.
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