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Tracking Workflow Changes with the Audit Trail in ProcureDesk
Tracking Workflow Changes with the Audit Trail in ProcureDesk

The Audit Trail feature allows you to track any changes made to your workflows, providing transparency and control over workflow updates.

Updated over a month ago

Prerequisites

  • Admin access in ProcureDesk.

Step-by-Step Instructions

Step 1: Go to Configurations

  • Log into your ProcureDesk account and switch to the Admin side.

  • Navigate to the Configurations section from the left menu.

Step 2: Select "Manage Workflows"

  • Under Configurations, click on Manage Workflows to view all available workflows in the system.

Step 3: Open the Workflow

  • Select the workflow you wish to review for changes.

Step 4: View the Audit Trail

  • If any updates have been made to the workflow, you will see an Audit Trail button. Click on it to view the details of all changes, including the user responsible and the timestamps.


FAQs

  1. Who can access the audit trail?

    • Only users with Admin access granted within the system can view workflow changes via the Audit Trail feature.

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