Administration Guide › Tools › Audit Options

Audit Options

For reviewers to make full use of the iConsole event audit features, administrators need to configure the following features in the Administration console:

Audit fields

Field labels and list items in the iConsole Issue dialog are fully configurable, so that the terminology used and the available options can be customized to meet your organization’s requirements. For example, administrators can define multiple 'audit status' labels, 'actions taken' labels and other predefined comments. They can also specify additional, mandatory updates to the audit trail when a reviewer changes an event's audit status. For audit e-mails, administrators can also predefine recipient addresses and the e-mail subject.

Audit buttons

Administrators can customize the behavior of audit buttons in the iConsole toolbar. These buttons allow reviewers to instantly change specific audit details from one value to another. For example, they can configure a button to automatically change the audit status of the currently selected events, or to change the 'Action Taken' from 'Reviewed' to 'Referred to Compliance Officer'. Up to five separate buttons can be configured.

Note: If an administrator reconfigures the iConsole audit buttons, these changes will only become effective the next time a user logs into the iConsole. Users currently logged on to the iConsole must log off and log back on before these changes become effective.

Audit e-mail templates

Administrators can define templates for audit e-mails and make them available to reviewers in the iConsole (in the Compose Email dialog). These templates can include predefined recipient lists, plus predefined body and subject text to match your organization's terminology and requirements. Reviewers can use these templates, and change the predefined details if necessary, when composing audit e-mails.

Important! If these event auditing features are not fully configured in the Administration console, then event auditing will not be available in the iConsole. That is, reviewers will not be able to audit events in either console.

More information:

Set up Audit E-mail Templates

Set up Audit Field Labels

Populate Audit Field Lists