Review Audit Logs

Content

• Overview
• Pre-conditions
• Steps
  • Review an Automation Rule's Audit Log
  • Review all Executions targeting a document/template
• Notes

Overview

There are 2 standpoints from which to review and export an audit log of executions:

• from an automation rule (source).
• from the document/template they got executed on (target).

From its Automation Rule

The automation rule can be found on the Automation tab of the document or template where it was created, or even in the Admin Panel module as it contains all types of automations, with either local scope or global scope (as it can span further than just documents associated to 1 template). 

In the rule's audit log, all executions across all associated documents can be examined with a summary-level view and a detail-level view.

The following information is displayed in an audit log of any specific automation rule:

• Summary-Level View:

• • Type.
  • Date - when automation rule was executed.
  • Duration - time it took to complete execution.
  • Status: 
    • Successful - when all actions are completed with 100%.
    • Failed - when 0 actions are completed.
    • Some errors - when actions completed less than 100%.
  • Associated Document - what document this automation rule was executed in.
• Detail-Level View:
  • Time - when the action started.
  • Name - name of the action (e.g. Send Email).
  • Status:
    • Successful - when action is completed with 100% (for example, sending email to 10 people out of 10).
    • Some errors - when action completed less than 100% (for example, sending an email to 6 people out of 10).
    • Failed when 0 were completed (for example, sending an email to 0 people out of 10).

• • Results - information about the action results.
  • Details - Additional detail for the issues.

From the Document/Template they got executed on

In a document*, all of the executions that targeted it can be viewed in its Executions sub-tab, found within its Automations tab.

So whether a targeting execution originates from an automation rule in the deriving-template, or from the same document itself, it will be listed for review.

The following information is displayed in an executions list of any document/template*:

• Name: name of the automation rule.
• Description: description of the automation rule.
• Time: when the automation rule was executed.
• Created by: user who created the source automation rule.

Pre-conditions

Reviewing Logs of Automations on a Template/Document Level

• System Level Permission: [ 'System Administration' ] or [ 'Manage Automations' + ( 'Edit Documents' or 'Create Documents' or 'Document Manager' / 'Create Templates' )]
• Document/Template Level Permission: 'Owner', 'Editor', 'Reviewer', 'Viewer', or 'Read Released'

Reviewing Logs of Automations on a Platform Level

• System Level Permission: [ 'System Administration' ] or [ 'Manage Automations' + 'Document Manager']

Steps

Before proceeding with the core steps, there are 2 ways to configure an automation:

• Template/document level - Narrow/simple scope
• Platform level - Wider/complex scope, as this encompasses multiple elements (so across any combination of the document, template, or stage elements)

For the former, you have to go to the document or template (so you need direct access to it).

For the latter, you have to go to the Admin Panel module and navigate to the Automations tab.

Review an Automation Rule's Audit Log

1. (If on a document/template) Click on the icon in the top pane.
2. Select the specific automation rule.
3. Switch to the Audit Log tab.

1. 1. Optional: Click on More Details to view more information.
   2. Optional: Click on Export Table.*

Review all Executions targeting a document/template

1. Open the document/template.
2. Click on the icon in the top pane.
3. Switch to the Executions sub-tab.
   1. (Optional): Click on Export Table.*

Review All Runs Globally

This can only be done in the Admin Panel > Automations tab.

Select All Runs tab.

Notes