Predefine Reasons

Predefine audit log reasons for recurring tasks. If a user wants to change data in the system, they can choose from the template reasons.

Before you start

  • You have activated the audit trail functionality.
  • You are assigned to a user group that has the permission Edit log reasons.

About this Task

When changing data in the system, the user is asked to specify the reason for the change. in order to be able to select predefined reasons, these must be created in advance. The following steps show this.

Procedure

  1. Click on Traceability
  2. Click on Audit Trail Reason.
  3. Click on Action and then Add row
  4. Type in the reason and the select the user groups which are allowed to use the reason
  5. Click on Save

Results

You have created a predefined reason that a user can select when making changes.

What next

  • make a change and log the reason
  • Review the audit log