Client Access Log for Managerial Personnel

Use the Client Access Log to review the users who have been accessing activities and policies on a particular client’s account, or the activities and policies a particular user has been accessing.

You must enable audit logging in System Settings to begin recording this information in your system.

Note: In addition to searching for access logs from the Procedures area, you can also access auditing from individual client accounts. For more information about client-level auditing, click here.

1. Access the Procedures area.
   1. From the Home screen, do one of the following:
   • Click Procedures on the navigation panel.
   • Click Areas > Procedures on the menubar.
   • Click the down arrow next to Home on the options bar and select Procedures.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.
2. Click Auditing on the navigation panel or Areas > Auditing on the menubar.
3. Click Client Access Log on the navigation panel.
4. The Client Access Log initially loads blank. To view logs per client or per user, click the words Client Access Log in the view filter.

Click on one of the following options:

• Client Search

  To view the log for a specific client, do one of the following:

  • Enter the Client code.
  • Click the lookup button  to the right of the field to locate the client.
  1. Make selections in the Search where dropdown menus, enter at least one character of your selected search criterion in the field the right, and click Find.
  2. Select the client in the list and click Finish or press [Enter].

  To populate the list with records for the selected client that meet specific criteria, use the search bar. Make selections in each dropdown menu and enter a search criterion or select dates from the dropdown calendars.

  The list displays the 500 most recent records of activity and policy access for the selected client. When a user has only viewed the client’s Activities or Policies list, the access record has an Action of List Viewed. When a user has opened a specific item, the record has an Action of Policy Opened.

  To print the list of records, click the Print button  next to the list.

• User Search

  To view client access records for a specific user, do one of the following:

  • Enter the user’s name in the User name field.
  • Click the lookup button  to the right of the field to locate the user.
  1. Make selections in the Search where dropdown menus, enter at least one character of your selected search criterion in the field the right, and click Find.
  2. Select the user in the list and click Finish or press [Enter].

  To populate the list with records for the selected user that meet specific criteria, use the search bar. Make selections in each dropdown menu and enter a search criterion or select dates from the dropdown calendars.

  The list displays the 500 most recent records of activity and policy access for the selected user. When the user has only viewed a client’s Activities or Policies list, the access record has an Action of List Viewed. When a user has opened a specific item, the record has an Action of Policy Opened.

  To print the list of records, click the Print button  next to the list