From the left-hand taskbar, navigate to the Clients section.
In the client screen, enter the client’s name into the search bar to locate their profile and access their audit information.
Scroll down to the bottom of the client's profile screen to locate the Audit Tab, which provides a detailed record of all activity within the profile.
Within the open Audit Tab, you can review a comprehensive history of all changes made to the client profile, including updates to Client Needs, Account Type, Address, and more. The audit trail serves as a valuable tool for tracking modifications over time, allowing you to identify previous values in case corrections are necessary. This ensures transparency and supports accurate client management. The audit trail also includes Initials that identify the source of changes. Common Initials to see are:
SYS: Actions taken from the driver’s mobile app, such as selecting "No Show" from the status dropdown.
BITS: Actions performed by RoutingBox support.
Broker Initials: Actions initiated by Brokers.
Initials: Actions taken by your staff, displayed as their initials. For example, if a client’s address is updated, the audit trail will show the previous address, the updated address, the timestamp, and the initials of the staff member who made the change. Similarly, if a trip status changes to "No Show" and the initials are "SYS," it indicates that the driver selected this status via the mobile app.
These procedures apply similarly when navigating to and selecting an Employee or Vehicle in the Operations Tab, a Location Profile under the Location Tab, a Provider Profile in the Providers Tab, Accounts in the Billing Tab, or Schedule Trip within Trip Viewer under Scheduling. This consistent process streamlines user experience across different modules, making it easier to access and review relevant records throughout the platform.