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Tracking Team Activity with Audit Trail
Audit Trail lets you track, filter, and review all team member actions in HelpDocs.
For large teams, knowing who's doing what matters. In HelpDocs we track each action a team member makes and allow Owners and Admins to review it. Here's how it works.
Finding Audit
There are a few ways to access Audit Trail in HelpDocs depending on what you're looking for:
Finding general Audit activities
Head to the Audit tab in the left hand sidebar.
Activity for a specific article
Head to the article, click the ☰ More button, then click View activity in Audit.
User-specific activity
Head to Settings > Access > Members, select the person you want to find activities for then click View audit log at the bottom of the table.
Filtering Audit Data
The first step is to narrow down your search. Do you want to see what everyone did this month? Maybe you'd like to see who's been creating articles recently.
Once you've narrowed down your search using the video above, here are all the filtering options available:
Filter Type | Description |
Date Range | Start & end date for the events |
Users | Specific team members to find activities for |
Articles | |
Categories | Events within specific categories |
Event Names | Specific types of events |
Data Types | Create, Read, Update, or Delete actions |
Example Audit
Here are some common scenarios and how to filter for them:
🆕 Track recent article updates
Set Date Range to last 7 days and Data Type to Update.
👋 Monitor new team member activity
Select the specific user and set Event Names to Create Article and Update Article.
🚮 Review deleted content
Set Data Type to Delete and choose relevant Categories if needed.
📂 Check article translation updates in the last month
Choose an article in Include articles, set Event Name to Translate Article, and Date Range to the last 30 days.
Data Types
If you're familiar with development you'll likely have heard of CRUD (Create, Read, Update, Delete).
If not these are basically the four basic types of functions the majority of applications allow. In the Audit Trail you can view by Data Type and you'll get the following data back for each action:
Data Type | Description |
Create | Anything that is newly created, like an |
Read | Something was accessed, like a |
Update | Something was updated, like an |
Delete | Something was deleted, like a |
For example the Event Types
Restore Article, Translate Article, and Update Article are all Update Data Types.Download to CSV
You can quickly download the data on the page to CSV:
- Filter your data
- Click Export in the top right
The CSV file will download to your computer with all the filtered audit data, ready to open in Excel, Google Sheets, or any spreadsheet application.
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