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Keep track of everything using our Audit Trail
Keep track of everything using our Audit Trail

This article aims to help you understand our Audit Trail feature, its benefits, and how to interact with it

Anika Gadher avatar
Written by Anika Gadher
Updated over a week ago

This article is intended for buyers. If you're a supplier, check out our supplier help articles here.

This article contains:

What is the Audit Trail

The Audit Trail feature meticulously tracks all significant events, responses, communications, and revisions on your live Request. This ensures that a comprehensive Audit Trail report can be downloaded at any stage of your Request process, providing details of all actions taken. It logs:

  • The person responsible for each action

  • The time the action was made

  • Details of the action undertaken

However, it does not log any comments made as part of internal team conversations in the Comments tab. The Audit Trail feature promotes transparency in all RFx’s, offering protection against legal proceedings. It automatically captures all activities, saving time and effort in the event of a formal audit. Additionally, it facilitates straightforward internal audits for management.

✏️ Please Note: Only the Request Owner or a Request Member with the appropriate permissions can download the .csv of the Audit Trail.

How to Access and Use the Audit Trail

  1. Access the Audit Trail:

    • Login and navigate to the Request you want to review.

    • Click on the Audit tab.

  2. Download Audit Trail:

    • Click Download CSV on the right hand side to download your Audit Trail for the Request in a CSV file.

    • Import this file into your preferred spreadsheet program (Excel, Google Sheets, etc.)

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