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Run audit report for the Vault

If you have the Admin - Company Vault Audit administration right, you will be able to view a history of files that were uploaded, downloaded, deleted or moved within the company Vault.

To search for a history of changes to the Vault:

  1. From the main menu, select Administration > File Management > The Vault.

    The Vault appears in a separate window, defaulting to the Inbox.

  2. Click Audit Search.
  3. Define the following search criteria to refine your search results:

    Employee ID. To restrict the search to a particular individual, enter their unique employee ID in the field.

    Employee First Name/Employee Last Name. To restrict the search to a particular name, enter the full or partial name in the fields. For example, ‘dan’ as a forename would return account holders with names beginning with Dan, such as Daniel or Danny. Entering ‘%dan’ returns names containing dan, such as Daniel or Brendan.

    File Name. To restrict the search to a particular file, enter the full or partial file name. For example, ‘te’ would return file names beginning with Te, such Test. Entering ‘%te’ returns names containing te, such as Rated.

    Action Performed. This option restricts the search to a particular action type or allows you to select all action types.

    Folder. This option restricts the search to a particular Vault folder or allows you to select all folders.

    Start Date/End Date. Set a date range for the period you want to review.

    Execution Range. An alternative to using the Statement Period or State Date/End Date fields, this option allows you to search using one of several typical date ranges, for example, today, yesterday, current calendar week, last 28 days. Note: This option only appears if the Statement Period or State Date/End Date fields exist.

    Note: To run an audit report for the Vault, you must enter the start and end dates or select an execution range.

  4. Click Search.

    The results displayed are categorized by folders that you can click to expand and collapse.

    Note: Click Reset to reset the search fields and define new search criteria.

  5. To search for specific values within your results, enter the value in the Find field at the top of the results and click .

    Note: You can search for a value in any column.