View audit data

View options are at the top right corner of the table.

You can choose to display only the audit data for a specific assigned shift, open shift A shift that is scheduled for a job, but no employee is assigned to work it., pay code edit, leave edit, or schedule tag A graphic on the schedule that identifies a specific characteristic that applies to a specific employee on a specific day. Not a shift or a pay code. Example: On call. in the Schedule Planner.

To view audit data for a specific schedule item:

1. Right-click on the schedule item — assigned shift, open shift, pay code edit, leave edit, or schedule tag — in the Schedule Planner to open its glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item..
2. Select View Audit. In some cases, you may need to select More > View Audit.

Note: You must have the appropriate access configured for the View Audit option to display in the glances.

The Audit tab displays the audit data for the selected schedule item only. The schedule item that is being used to filter the audit data is shown in the Entity field.

3. To remove the filter and have the Audit tab display all audit data for the selected employee, click X in the Entity field.

Select an employee to audit

Do any of the following:

• ClickTap the name box to select an employee to audit.
• 
• Start typing the employee's name in the Search box, and press Enter when the name appears.
• Scroll through the list and select an employee in the displayed schedule, or select Previous or Next to select the preceding or next name in the list.

Header menu

In the header at the top of each column, select to open a menu of commands:

Icon	Command	Function
	Sort Ascending Sort Descending	Sorts the table by the value of the characteristic in that column, in ascending or descending alpha-numeric order. If you select multiple columns to sort by, the table applies the column sorting in the order you select them, and places a small numeral next to the sort icon, indicating the priority of the sorting.
	Hide Column	Removes that column from the table. (To include the column again, use the Main Menu )
	Group	Collapses all the transactions that have the same value for that column into one row in the table
	Ungroup	Expands transactions collapsed for having the same value in that column, to display each transaction as a separate row.

Include system generated audits

Audits generated by the system — for example, shift change audits due to business structure changes, primary job changes, or updates to labor category entry lists — can clutter the Audit tab and make it difficult to focus on schedule edits made by managers and employees. Use the Include System Generated Audits option to toggle between filtered or unfiltered system generated audits.

To filter out audits generated by the system:

1. Clear Include System Generated Audits.
2. Click Tap Reload to reload the data.

To include audits generated by the system:

1. Select Include System Generated Audits.
2. Click Tap Reload to reload the data.

You can filter specific rows out of the table by using the filter control for any column.

1. ClickTap Filter and select Show Filters Row.
2. In the filters row at the top of each column, click to open a list of the following options. If the option does not appear, it is not applicable:

3. Option	Meaning
   Starts With	Shows only transactions where this field starts with the text you enter
   Not Starts With	Shows only transactions where this field does not start with the text you enter
   Custom	Allows system administrators to code a different option
   In	Shows only transactions where this field contains the text you enter
   Not In	Shows only transactions where this field does not contain the text you enter. If you use more than one value for In or Not In, each value must be separated by a semicolon.
   =	Shows only transactions where this field exactly matches the text you enter
   !=	Shows only transactions where this field does not exactly match the text you enter
   Is Null	Shows only transactions where this field is empty
   Is Not Null	Shows only fields where this field is not empty
   Between	Shows only transactions where this field is between two text values, separated by a space, using time, date, or alpha-numeric sequence as applicable to the format of the text in the column
   Not Between	Shows only transactions where this field is not between two text values, separated by a space, using time, date, or alpha-numeric sequence as applicable to the format of the text in the column

3. Enter the text to filter by in the text box.
4. Press Enter to apply the filter.
5. To remove the filters row, click tap Filter and select Hide Filters Row.

A transaction can be an add, an edit or a delete. Each column represents a different characteristic of the transaction. Not all columns are applicable to all transactions; if the characteristic defined by the column is irrelevant to the transaction, the cell in that row is blank.

A transaction can be an add, an edit or a delete. Each column represents a different characteristic of the transaction. Not all columns are applicable to all transactions; if the characteristic defined by the column is irrelevant to the transaction, the cell in that row is blank.

Transaction details are shown about each logged outcome for each employee contacted about an open shift, such as the employee who was notified for the shift, the outcome of the notification, the date and time the employee was contacted, and the manager who contacted the employee. Data is organized by shift.