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Audit Logs & History

The audit log system tracks all significant changes to permits, payments, and inspections. This provides transparency, accountability, and supports compliance requirements. Users can view audit logs to understand the complete history of any record.


What's Tracked

Permit Record Changes

Event TypeWhat's Logged
Record CreatedCreator, timestamp, initial values
Field ChangesOld value, new value, who changed
Status ChangesPrevious status, new status, who changed
Document UploadsDocument name, uploader, timestamp
Document DeletionsDocument name, who deleted, timestamp
Lock/UnlockAction, who performed, timestamp
Assignment ChangesPrevious assignee, new assignee

Payment Activity

Event TypeWhat's Logged
Payment InitiatedAmount, method, timestamp
Payment CompletedConfirmation number, provider
Payment FailedError reason, timestamp
Refund ProcessedAmount, reason, who processed
Fee AdjustmentOriginal, adjusted, reason, who approved

Inspection Activity

Event TypeWhat's Logged
Inspection ScheduledType, date, time, who scheduled
Inspector AssignedInspector name, assignment method
ReassignmentFrom, to, reason, who reassigned
Status UpdatedPrevious, new, who updated
Result RecordedPass/fail, notes, photos, inspector
RescheduledOriginal date/time, new date/time
CancelledReason, who cancelled

Viewing Audit Logs

In Permit Records

  1. Open a permit record
  2. Navigate to the Activity or History tab
  3. View chronological list of changes
  4. Click on entries to expand details

In Inspection Records

  1. Open an inspection/appointment
  2. Look for Activity Log or History section
  3. View inspection-specific events

Filtering Audit Logs

Filter Options

FilterDescription
Date RangeShow entries within specific dates
Event TypeStatus changes, payments, documents, etc.
UserFilter by who made the change
RoleStaff, applicant, system

Using Filters

  1. Click Filter button in the activity log
  2. Select filter criteria
  3. Apply filters
  4. View filtered results
  5. Clear filters to see all entries

Understanding Log Entries

Entry Components

Each log entry contains:

ComponentDescription
TimestampExact date and time of action
Event DescriptionWhat happened
DetailsSpecific values changed
ActorWho performed the action
Actor RoleStaff, applicant, inspector, system

System vs. User Actions

System Actions:

  • Automated status changes from workflows
  • Payment webhook updates
  • Scheduled notifications
  • Automated calculations

User Actions:

  • Manual status changes
  • Field edits
  • Document uploads
  • Inspector result recording

Access to Audit Logs

Who Can View What

RoleAccess Level
CitizenOwn permit activity (limited view)
StaffPermits they have access to
ManagerAll department activity
AdminFull system audit access

Sensitive Information

Some audit details may be restricted:

  • Internal staff notes
  • Administrative overrides
  • Security-related changes
  • Configuration changes

Using Audit Logs

For Staff

Common Use Cases:

  • Understanding permit history
  • Investigating issues
  • Verifying when changes were made
  • Supporting customer service inquiries
  • Documenting decisions

For Managers

Common Use Cases:

  • Monitoring team activity
  • Reviewing assignment changes
  • Quality assurance checks
  • Performance tracking
  • Compliance verification

For Administrators

Common Use Cases:

  • System-wide activity monitoring
  • Security auditing
  • Compliance reporting
  • Issue investigation
  • Configuration change tracking

Retention & Export

Data Retention

Audit logs are retained according to county policy:

  • Active records: All history maintained
  • Closed permits: Retained per records policy
  • System logs: Archived periodically

Exporting Logs

To export audit logs (if available):

  1. Navigate to the activity log
  2. Apply any filters needed
  3. Click Export or Download
  4. Select format (PDF, CSV, Excel)
  5. Download the file

Note: Export functionality may be limited by role.


Best Practices

For Staff

  1. Review before changes - Check history to understand context
  2. Add notes - Document reasons for significant changes
  3. Verify accuracy - Ensure changes are reflected correctly
  4. Report issues - Notify admin if logs seem incorrect

For Managers

  1. Regular reviews - Periodically audit team activity
  2. Pattern recognition - Look for unusual activity
  3. Documentation - Use logs to support decisions
  4. Training - Help team understand logging

For Administrators

  1. Audit the audits - Verify logging is working
  2. Secure access - Limit who can view sensitive logs
  3. Retention compliance - Ensure policy adherence
  4. Backup - Include logs in backup procedures

Troubleshooting

Q: I can't see the activity log on a permit. A: Check:

  • You have access to the permit
  • Navigate to Activity/History tab
  • Some permits may have limited logging

Q: A change I made isn't showing in the log. A: Some minor changes may not be logged. System logs most significant actions. If critical changes aren't appearing, report to administrator.

Q: Can audit logs be modified or deleted? A: No. Audit logs are append-only and cannot be modified or deleted to maintain integrity.

Q: How far back do logs go? A: Logs are maintained from record creation. Old closed records may have logs archived but still accessible.


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