With our template assignment audit trail, you can see the full story of who has a valid type of document assigned or submitted. This opens up a ton of incredibly useful use-cases for our customers;
- Error detection and correction
- Accountability and transparency
- Compliance monitoring
Before you get started
You will need to browse to the templates area in the Admin menu, and click View against the template of choice.
Reviewing the assignment audit trail
Simply scroll down below the document template to find the assignment audit trail information. When reviewing the information, consider the following
Document status - What status is the document currently in. Review the status’ here
Important dates - review the dates the document moved through different status’
Individual document - Click the document against each person to view the document itself.
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.