Entity Log
You can oversee and track the activities in the FSM modules through the Entity Log. To view the Entity log, navigate to Setup > Data Administration > Audit Log and select the Entity Log tab.
Click on an entry to see its details. From the Log Details overlay, you can also navigate to the record in question.
Filters
Any of the following filters can be applied along with the Date filter to obtain the entity log entries:
- User
- Module
- Action
- Record Id
Date Filter
The Date filter will have the following values:
- Today
- Yesterday
- Last 7 days
- Last 30 days
- Specific date - Any date within the previous 60 days
- Custom Range - Any date range within the previous 60 days
User Filter
The user filter will list all the active users.
Sub Type Filter
The Sub Type filter lets you choose the module that the user has performed an action on.
- Contacts
- Companies
- Requests
- Estimates
- Work Orders
- Service Appointments
- Assets
- Users
- Crew
- Trips
- Time Off
- Products (Services And Parts)
- Invoices
Action Filter
The Action filter will have the values that the user can perform on the modules in the sub type filter.
- Create
- Update
- Delete
Record Id
Filter to search entity logs using a specific module record ID.Access your files securely from anywhere
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