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.

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