Client Access Log for Servicing Personnel

Use the Client Access Log to review the users who have accessed specific activities and policies on a particular client, from the activity list and policy list screens. This logging can be helpful, for example, if a client calls your office with a question about their account and then calls back later in the day wanting to speak to the same employee. The log does not record specific changes to activities and policies, only the fact that they were accessed.

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

1. Access the Accounts area and locate the client in question.
   1. To access Accounts from the Home screen, do one of the following:
   • Click Accounts on the navigation panel.
   • Click Areas > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   2. Select Client in the Locate Account dropdown menu of the Account Locate screen.
   3. In the Locate by dropdown menu, select the appropriate option.

   Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).

   4. Select the suitable checkbox or checkboxes to the right.
   • Insureds
   • Prospects
   • Active
   • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and click Locate or press [Enter].
   6. The list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
2. Highlight the desired client in the Results list and navigate to the Client Access Log.
• To review all policy and activity access for this client, click Access > Auditing > Client Access Log on the menubar or options bar.
• To review only the policies for the selected client, do the following:
1. Click Policies on the navigation panel or Areas > Policies on the menubar.
2. Click Access > Auditing > Client Access Log on the menubar or options bar to open the Client Access Log.
• To review only the activities for the selected client, do the following:
1. Click Activities on the navigation panel or Areas > Activities on the menubar.
2. Click Access > Auditing > Client Access Log on the menubar or options bar to open the Client Access Log.

Note: You can open the Client Access Log from the Access menu in any area of a client’s account, but the log only records user activity in the Policy and Activity areas.  

3. The Client Access Log loads blank. To display records for the selected client that meet specific criteria, use the search bar.

Make a selection in each dropdown menu or lookup field and click Find to populate the list.

4. The list displays the 500 most recent log records for the selected client, providing information about the policies and/or activities accessed and the users who accessed them. The Action column displays List Viewed for items that a user only viewed in the Policies or Activities list and Policy Opened for items whose detail screens a user opened.

Note: If you open the Client Access Log from the Policies list, it displays only policy information. If you open it from the Activities list, it displays only activity information.

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