System| Enhanced Logging and Audit Trails for Improved Tracking and Self-Support
Summary:
Improve logging, audit trails, and user prompts for critical actions within jobs, invoices, and recurring job profiles to enhance transparency, tracking, and self-support capabilities.
Improvements:
Job and Invoice History:
Record all invoice date changes, not just those from job date changes.
Update history message format for clarity: "Updated invoice date from XX Month, Year to XX Month, Year because the job's due date changed from XX Month, Year to XX Month, Year."
Log Invoice Date instead of Invoice Due Date for better clarity.
Comprehensive Audit Trails:
Log changes for the following areas:
Form actions
User changes
Resource changes
Job Type Templates changes
Settings changes
Form builder changes
Contact changes
Integration profiles
Provide detailed tracking of modifications to assist in troubleshooting and self-support.
Recurring Job Profiles:
Add a prompt when deleting recurring job profiles in the scheduler to ensure user awareness and prevent accidental deletions.
Include deleted recurring profiles in the deleted jobs section for recovery purposes.
Benefits:
Increased Transparency: Clear and comprehensive logging of changes across multiple areas.
Better Tracking: Enhanced ability to track and compare changes.
Enhanced Usability: Simplified and more understandable history logs for users, aiding in self-support and troubleshooting.
Improved User Awareness: Prompts for critical actions to prevent accidental deletions and enhance data recovery capabilities.
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Comments2
Keith Azzopardi
Jul 26, 2024
Hi @JJM Pest Management
we’ve incorporated your request about “Prompt for deleting profiles of recurring jobs“ in this feature request.
thanks,
Keith Azzopardi
Jul 17, 2024
Original Request:
We collect a lot of data on changes that are made in various areas, which is not currently visible. Making this data accessible would be highly beneficial for both our support team and clients, enabling self-support.
For example, the job history feature shows data on what has been done or edited on a job, helping us understand who made changes and when.
Applying this visibility to other features would be beneficial. For instance, if actions on a form template are changed, we could track when and why these changes were made.
This way, if a client asks why a form was emailed to a specific address, we can see that the form action was added at 11 AM today, explaining why the form submitted yesterday behaved differently.
Examples of areas that could be enahanced:
Form actions
User changes
Resource changes
Job Type Templates changes
Settings changes
More detail on form builder changes
Form changes (PDF / Details / etc)
Contact changes
Integration profiles