Audit Logs in Zoho Survey - Online Help Guide

Audit Logs

Audit logs track all the relevant records of significant activities related to surveys, portals, and departments in chronological order. You can find the date and time of action along with the username and the activity in detail. However, the audit logs retain only the latest 180 days' history. You can also apply filters to check the activities by user, date, and action. It also captures all the following actions performed in the surveys, portals, and departments—Create, Update, Delete, and Download.

Note
Department admins can only view their own and their department members' audit logs.



With HIPAA compliance, you can now track all ePHI modifications and export the audit logs into CSV or spreadsheet formats as well. However, it is the responsibility of the covered entities to protect and retain the data as per HIPAA requirements.



The Audit Logs track the following activities within the survey builder:
Section
Actions

Questions

  1. Create, update, and delete questions
  2. Delete questions from trash
  3. Create questions in bulk
  4. Delete questions and restore them in bulk 

Pages

  1. Create, update, delete pages

Custom variables

  1. Create, update, and delete custom variables
  2. Delete custom variables from trash
  3. Delete custom variables and restore them in bulk 

Tags

  1. Create, and delete tags

Scoring

  1. Update scoring

Translate survey

  1. Create, update, and delete translations

Share survey

  1. Create, and delete shared surveys

Copy/transfer survey

  1. Create, delete, and copy/transfer surveys

Logic

  1. Update logic conditions

Export

  1. Download, and delete files

Public preview

  1. Activate, and deactivate the URL

Reviewer

  1. Create, and delete reviewers

Settings

  1. Create, update, delete settings and survey preferences

CRM integration

  1. Create, update, and delete records

Trigger emails

  1. Create, update, and delete trigger emails

Trigger functions

  1. Create, and update functions

Webhook

  1. Create, update, and delete connections

Offline survey

  1. Create offline survey

Inline email

  1. Create inline email

Buy responses

  1. Create a research panel

Email distribution

  1. Create an email for survey distribution

Pop-up survey

  1. Create pop-up survey

Visibility

  1. Update visibility settings

Restrictions

  1. Create, update, and delete restrictions

Password protection

  1. Activate, and deactivate password

Response

  1. Create (collect), and delete responses

Reports

  1. Create, update, delete, and download (export) reports

Schedule reports

  1. Create, update, and delete scheduled reports

Share report

  1. Create, update, and delete shared reports

Filter

  1. Create, and delete filters

Charts

  1. Update charts

The Audit Logs track the following activities within the survey setup:
Section
Actions
Portal

  1. Update portal name
Department

  1. Create, delete department
  2. Update department name
Portal/department user

  1. Activate, and deactivate users
White label

  1. Create, update, and delete custom domains
Domain authentication

  1. Create, and update configuration
Roles and permissions

  1. Create, update, delete roles and permissions
Themes

  1. Create, update, and delete themes

  1. Open any survey and click Audit Logs in the left pane.
  1. Click Setup in the user info widget.
  2. Click Audit Logs within Portal Setup in the left pane.

  1. Click Setup in the user info widget.
  2. Click Audit Logs within Department Setup on the left pane.

To apply filters to the logs:

  1. Open survey/portal/department Audit Logs.
  2. Click the filter icon in the top-right corner.
  3. Select the user in the Filter by user dropdown list to filter the activities a particular user performed in the survey.
  4. Select a time range in the Filter by date dropdown list to filter the activities for a particular time period.
  5. Select the actions (Create, Update, Delete, Download) you would want to filter for in the Filter by action dropdown list.

To export audit logs as CSV or spreadsheet:

  1. Open survey/portal/department Audit Logs.
  2. Click Export in the top-right corner and select As CSV/As spreadsheet.
  3. Edit the File Name if required.
  4. If you'd like to keep the file protected with a password, turn on the Password knob.
  5. Enter the password in the Enter Password field.
  6. Click Export.
    Note: Portal and department admins can now manage the exported files within Setup> Portals and Setup>Departments respectively. Read more on Exports and where to find the exported files here


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