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Audit trail
A read-only history of what changed, when and by whom.
Last updated · 10 November 2026
The Audit Trail tab is a read-only history of changes to the participant record: what changed, when, and by whom. Open the participant, then select the Audit Trail tab.
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The participant Audit Trail shows saved contact, note and section events with dates, actors and recorded details. Correct information in its owning profile section.
Read the columns together: Event names the action, When gives its recorded time, By identifies the actor, Record identifies the affected record and Details adds any recorded summary. No details means the event has no extra summary; it does not mean the event failed.
Entries are added automatically as the record is worked on, for example when the participant is created or updated, when a section is saved, and when a document is added, downloaded or deleted. The newest events appear first. Use the tab to see how a record reached its current state, or when reviewing a change.
Review a change
- Open Participants, select the person and confirm their identity on Details.
- Select Audit Trail. Use the newest events to identify the action, date and person recorded.
- Compare the event with the saved information on the relevant tab. For example, after an address correction, check both the update event and the current Details.
The audit trail is not an editor or an undo control. Correct a current value in the section that owns it, with the required edit permission, and save. An import may not have the same per-record events as an interactive edit, so an absent entry alone does not prove that the information was never imported. If history cannot load, retry before drawing a conclusion.