Audit Log (Open Beta)

Table of Contents

What is the Audit Log?

Where is Case Audit Log located?

What does the Audit Log track?

What Event Types are Tracked in the Case Audit Log?

Events - Coming Soon

 

What is the Audit Log?

The Audit Log is a compliance capability that logs events that have happened over the course of a case. It offers clarity to the actions taken in a claim and who had visibility to what. This is specifically important surrounding sensitive claims and material, such as workers comp cases.

 

Where is the Audit Log located?

The Audit Log is located on the Inbox Tab in the Actions Menu by clicking Audit Log.

 

What does the Audit Log track?

The Audit Log captures four different categories of data from within a case

1. Reference ID - Allows viewers to refer back to a specific case
2. Event Type - Specifies the event type that occurred
3. Initiated By - This column displays who is responsible for the event
4. Event Time - Shows the time the event occurred

Below is the current list of the tracked event types and their names:

1. Create New
2. Case Viewed
3. Primary Operator Updated (Assign or Reassign)
4. Secondary Operator Updated
5. Un-assign
6. Opt-In
7. Opt-Out
8. Set Branding
9. Set Language
10. Survey Score Received
11. Survey Feedback Received
12. Close
13. Reopen
14. Operator Message
15. Customer Message
16. AI Message
17. Event Message
18. Set Privacy
19. Tagged User in Note
20. View Case
21. Multi-Party User Invited
22. Multi Party EndUser OptOut
23. Multi-Party EndUser Joined
24. Multi-Party EndUser OptIn
25. Message Needs Attention
26. Message Sent
27. Needs Attention Badge Removed
28. New Survey Sent
29. New Not Created
30. Redact SSN
31. Redact Bnk Acct
32. Redact Driv License
33. Redact CC Num
34. Redacted Message Viewed
35. Redacted SSN Viewed
36. Redacted Bank Acct Number Viewed
37. Redacted Drivers License Viewed
38. Redacted CC Num viewed
39. Mark Chat Unread
40. Message Needs Action Displayed
41. Message Needs Action Replied
42. Message Needs Action Dismissed Message
43. Message Needs Action Dismissed For Case
44. Needs Attention

Is there a limit to how many events the Audit Log will track for a long case? 

The audit log shows up to 500 events at a time and can download up to 500 events at once. In the rare case that a case has more than 500 events, the Audit Log will still continue to record cases, and you can change which 500 are displayed and/or downloaded by updating the sort order of any of the table columns. 

You can sort each column of the Audit Log in Ascending or Descending order. This is particularly helpful when trying to find either the first events from a case, or the most recent ones.