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Audit Trail: Is Your Document’s History a Mystery?

Are you interested in ensuring proper handling of your records in Laserfiche? Consider starting the new year using Laserfiche Audit Trail Reporting. In this article, CDI Consultant and Trainer, Kyle Knebel, goes in depth on the features, benefits, and some real-life examples of how companies are generating reports using Audit Trail today.

Audit Trail is an important component of the compliance program that organizations have put into place. Tracking user actions within the Laserfiche repository and discovering how to generate reports is key to a successful implementation. Learning more about the solution is a great place to start our conversation with Kyle and find out all that Audit Trail offers.

What is Laserfiche Audit Trail?

Kyle explains Audit Trail as a “Laserfiche reporting tool that allows one to track and report on activities that happened in a Laserfiche repository.”

Can you describe the differences in the Audit Trail Editions, and how to choose one?

When evaluating the various editions of the solution, it is best to determine which will meet your organization's needs, Kyle describes:

1. Starter - If you need basic regulatory compliance, this is your best choice, and tracks success events of ALL users. The reporting module is the same as all other versions of

Audit Trail. The only limitation is that you can’t report on failure events.

2. Standard - Allows reporting on events on per user or group basis, and you can report on both success and failure events.

3. Advanced - Includes all the features in the Standard edition, but adds the ability to track security changes and any searches performed by users in a repository.

How granular can you get with the reporting?

There are many ways to tailor the reporting features to your individual needs. Kyle says, “Not only can you report upon Event Classes, but you can also select specific events within that class. For example, there are 17 primary Event Classes, each with numerous sub-classes. If one were to look at the ‘Entry’ Event Class, it contains 33 sub-classes. You can check all of them, or just a few, for your report.”

How do you create a detailed audit report?

Kyle tells us, “Creating an Audit Report is as easy as selecting the event type(s) you would like to see by checking the boxes in the Event Type panel. The results grid will automatically refresh to display the matching information.”

What are the most popular audit reports performed on Laserfiche systems?

Kyle says that the most common reports are:

1. Entry Creation

2. Entry Deletion

3. Pages Created