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View a section audit trail

Review the completion history for a specific form section, including who completed it, when, and any amendment notes.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the section audit trail​

From the form or workflow screen, open the audit trail for the relevant section (for example, by selecting an "Audit trail" or "History" option for that section). A dialog titled "Audit Trail" with the section name opens.

Step 2: Wait for the audit trail to load​

The dialog initially shows a loading state while the system retrieves the section’s completion history. If there is a problem loading the data, an error message is displayed explaining that the audit trail could not be loaded.

Step 3: Review completion entries​

Once loaded, review each listed revision, which is shown as a card with its revision number, completion date and time, and the user or external party who completed the section. Revisions are ordered with the most recent at the top.

Step 4: Check amendment notes​

For any revision that includes an amendment note, read the note displayed beneath the completion details to understand what was changed or why the section was amended.

Step 5: Confirm when no history is available​

If there have been no completions for the section, the dialog shows a message indicating that there are no section completions yet.

Step 6: Close the audit trail dialog​

When finished reviewing the history, close the dialog (for example, by using the dialog’s close control) to return to your previous view.

Last updated: 2025-12-08