Viewing the Audit Trail by Client

View all changes to session notes and activity statuses using the audit trail

Viewing the audit trail for a single Client in Hi Rasmus

  • Select a client from the dropdown menu in the top left corner
  • From the side navigation menu select [History]
  • Select [Activities]
  • Find the activity you wish to review 
  • Select the 3 vertical dots to the right of the activity
  • Select [View audit trail]

  • The audit trail for that particular activity will pop up.
  • Select the gear icon to add more columns of information to the audit trail
    Screenshot 2024-10-01 at 1.32.57 PM
  • You have the option to add the following information columns to the table
    Screenshot 2024-10-01 at 1.34.30 PM
  • Clicking on a line item within the audit trail will also give you more details on the changes that were made to the activity
    Screenshot 2024-10-01 at 1.36.19 PM