Use Change Logs to Automatically Document Frequent Changes

Agencies move at the speed of light, which means it has got to be easy to make changes to the plan in motion, often multiple times a day. When client requests are granted and priorities shifted so frequently, it is important that you are able to track what changes have been made, when, why and by whom so that you have an audit trail to follow when need be.

WorkBook records Change logs at multiple levels to provide the detail you need when monitoring the historical record or for tracking and verification purposes.

Here’s how you can access Change logs for Resources, Jobs, Tasks, User Access and the Finance module:

Resource Change Log

Changes made to a specific Resource (a company, employee, client etc.) can be found on their Resource card under Settings.

Job Change Log

Within the Jobs list you may view a change log of a specific job by selecting View Job log from the dropdown menu in the upper left-hand corner of the list. 

Task Change Log

Within the Schedule of a job, or on any Task card you open, click on the clipboard icon with a clock  to view the Change log.

User Access Rights Change Log

In the User access rights section of the settings module you will find a dedicated report for changes made.

Finance Module Change Logs

Changes made in the Finance Module can be found in their respective sections as a printable report. Below is a list of applicable tabs and their respective logging report:

• Chart of accounts – Report 444
• Debtor list – Report 437
• Creditor list – Report 441