Help CenterThe Audit Trail provides a detailed history of actions performed, helping you track changes, monitor employee activity, and troubleshoot questions about records or appointments. Whether you're verifying who made a change, reviewing when an action occurred, or investigating modifications to a client, pet, or appointment record, the Audit Trail gives you a clear record of activity throughout the system.
To access, click on Manage tab>Audit Trail.
Use the search filters to quickly locate activity related to a specific client, pet, employee, module, or action type.
The list will display the date and time the action was performed, the module and action taken, what employee completed the action and record details. In this example, a groom appointment was added for Grace Street on 9/23 at 9:57am by user jpardue.
Quick Tip: Modification Details Can Be Expanded
When a record has been modified, click the plus (+) icon to view exactly what fields were changed and what information was added, removed, or updated.
In this example, the daycare appointment was modified and a Daycare room (Board + Daycare) and an exercise (Cuddle Time All Day) was added.
Common Uses for the Audit Trail
- Determining who made a change
- Reviewing appointment modifications
- Investigating scheduling discrepancies
- Tracking record updates
- Auditing employee activity
- Troubleshooting client or pet record questions