Audit Trail Filters

Users can apply additional filters to the selected parameter. The following filters are available in the Audit Trail modal, allowing users to retrieve specific data.

  1. Actions Taken: This dropdown displays a list of actions to be selected from the dropdown menu for filtering the audit trail as per the selected parameter. The Actions Taken dropdown populates and displays actions depending upon the parameter selected. Users can either select all actions or select specific actions by clicking on their respective checkboxes.

  2. Select Created By: In the Select Created By field, users can specify one or more usernames associated with document creation in eTMF. When a username is selected, the Audit Trail screen filters and displays records corresponding to the specified user.

  3. Date Filters: Users must enter start and end dates in their respective fields to search for a document. By default, the start date is set to the previous month, and the end date is set to today. To select dates, click on the calendar icon. Once the dates are chosen, click the Apply button on the right side to view the search results. Users can also select dates from the previous year by scrolling up in the Months field.

  4. Record ID Filter: The Record ID field allows users to retrieve audit trail for a specific document by entering its ID number, separated by commas. After entering the document ID, users must click the Apply button on the right side to view the search results. As per the selection of the parameters the Record ID gets changed.

  5. Include Subform: The Include Subform checkbox is used when the activity has a Subform along with it.

    Example: QC Workflow - Claim CAPA, QC Workflow - Return Document Back, etc.

  6. Apply: The Apply button display the data related to selected parameters or the criteria that is set by the user.

  7. Refresh: The Refresh button is visible and accessible when the audit trail results are displayed. When a parameter or a filter is updated, users need to click the Refresh button to update the audit trail records as per the newly applied filters and parameters.