Event Auditing Configuration

Event auditing is the ability to record when certain tasks and functions, known as events, are performed within Upland Qvidian. Information about the event, including who performed it and when, are displayed and tracked on the Event Auditing View page and can be exported to create a report. There are over two hundred defined events that you can monitor to track activity. For example, you can see who has created a document type, built a custom document, or opened the library.

Search

  • To search for an event, enter text into the search box at the top right of the grid, and click the Search Search icon icon or Enter.
  • To re-display all events in the grid, delete the entire entry in the box by clicking the X.

Filter the grid

Use the advanced filters to display specific report views quickly on the grid.

  1. Hover over the column header until you see the Filter Filter icon icon appear.

  2. Click the Filter Filter icon icon to display the following dialog to set filtering parameters:

    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
    • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
    • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  3. Click Apply.

    4. Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

Sort columns

  • To sort columns chronologically or alphabetically, click the column header name. The records will display in ascending order.
  • To switch from ascending to descending order, click the selected column header name again.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

Default v Compact column mode

You can switch between the default and compact column modes. Unless updated, the grid will remain in default mode. Compact mode shortens the height of the grid rows.

  • To switch between the modes, go to My Preferences within the header Profile menu and select the Default and/or Compact radio buttons.

Enable and disable events

Events must be enabled to record information. Data on past events cannot be recaptured. When you enable an event, event information is recorded. When you disable an event, event information will stop being recorded.

  1. Go to Administration > Application Settings > Event Auditing Configuration.
  2. To enable or disable a single event:
    • Hover over the desired event and click the More Options More Options menu menu. Depending on the events current state, either the Enable or Disable option will appear in the dropdown menu.
  3. To enable or disable multiple events: 
    1. Select the checkboxes of the desired events.
    2. Click the More Options menu at the top of the grid.
    3. Select Enable or Disable for all selected events.
  4. To enable or disable all events: 
    1. Click the More Options menu at the top of the grid or select the checkbox header at the top of the grid.
    2. Select Enable All or Disable All.

Note: When an event is enabled, a blue checkmark will appear in the row.

Update custom auditing procedure

You can specify a custom SQL database procedure used to conduct the auditing for one or more selected events. Please contact Upland Qvidian Support or Qvidian Professional Services for assistance.