4 posts tagged with "Audit"

The Journey Audit Drawer now includes a Journey Data Changes tab, showing the audit record for journey level data captured in this specific journey. Journey level data is captured by data tasks in the journey rather than against the entity record, and is typically used for gathering field inputs that will drive other journey behaviours or capturing data that is only pertinent to each specific journey instance.

Previously, changes to journey level data were not part of the audit record and were not visible to reviewers. The new 'Journey Data Changes' tab lists each journey level data field that has been populated within the journey along with its current value, who last updated it and when, and expanding a field reveals its full history of changes within that journey. It follows the same layout as the 'Entity Data Changes' and 'Product Data Changes' tabs, and requires no additional permissions to view.

User Guide Reference: Audit in Fenergo -> Journey Level Audit

The Entity Profile Audit Drawer now includes an "RP Associations" tab, showing the audit trail for standard Entity-to-Entity association records (Related Parties) — including additions, removals, and relationship type changes. This enhancement doesn't require any actions to enable.

The Journey Audit Drawer now includes tabs to show audit records for Entity and Product data changes made in this specific journey. Alongside the existing journey lifecycle events under the Journey tab, reviewers can see entity field-level draft changes made within the journey on a new Entity Data Changes tab, and product field-level draft changes on a Product Data Changes tab (available where the Product domain is enabled in the tenant). An Only show edited fields toggle keeps the view focused on changes that matter, hiding fields that have only their initial draft state.

A small enhancement has been introduced to Audit so that the when a value is verified in a journey, the event now includes the Journey Id. Please note this is on a go forward basis.