Overview
As a staff user, you can view a full Audit Trail (activity log) covering:
volunteer activity,
staff activity,
client activity
changes made through integrations/API
You’ll find this in the bottom-left corner of the management section under 'Audit Trail'.
Here, you can see when the action took place, who carried it out (staff or volunteer), and what the action was. You can filter the audit trail by the action or by volunteer/ client.
Permission Levels
To access the Audit Trail, you’ll need editor-level access to System Settings within your role, and your access must not be restricted by groups. If you can’t see this feature, it’s worth contacting your organisation admin to check whether your permission levels have been limited.
Which Activities are Captured in the Audit Trail?
The Audit Trail can now capture the following volunteer activities:
Create report
Upload receipt
Attempt phone call
Request to join a mission
Withdraw request to join a mission
Leave mission
Auto approval for mission
Sync profile
Volunteer modified their address
Sync emergency contacts
Request a shift
Leaves a shift
Join a shift
Withdraw request to join shift
Checked in to shift
Checked out of shift
It can also capture the following staff activities:
Create a report on behalf of a volunteer
Revise report
Staff upload receipt
Edited check-in time
Signed off on check-in time
Remove sign off of check int time
Delete attendance record
Create client
Update client details
Activate client for missions
Deactivate client for missions
Delete client
Create volunteer
Update volunteer details
Turn off volunteer app access
Turn on volunteer app access
Delete volunteer
Create mission
Update mission details
Update mission availability
Update mission options
Update mission items
Update mission location
Update mission qualifications
Archive mission
Restore mission
Delete mission
Assign a volunteer to mission
Remove volunteer from mission
Approve volunteer for mission
Reject volunteer for mission
Create shift
Update shift details
Delete shift
Delete shift and future shifts
Delete all shifts in series
Assign volunteer to shift
Remove volunteer from shift
Assign volunteer to shift series
Remove volunteer from shift series
Filtering the Audit Trail
Filter by action:
Click into the search bar at the top of the Audit Trail page.
Select one of the available actions from the list.
Click the action you’d like to filter by.
The Audit Trail will update to show all activities related to that action.
Filter by volunteer:
You can filter the Audit Trail by volunteer to see a record of their activity.
In the top-right corner of the Audit Trail, click the Filter button.
Select the volunteer you’d like to filter by.
(Optional) Add an action alongside this to view a specific type of activity completed by that volunteer.
The Audit Trail will update to show all actions completed by that volunteer. If used alongside the action filter, it will display only activity related to that selected action.
Filter by client:
You can also filter the Audit Trail to see volunteer and staff actions against a client datapoint.
In the top-right corner of the Audit Trail, click the Filter button.
Select the client you’d like to filter by.
(Optional) Add an action alongside this to view a specific type of activity completed by a volunteer or staff member for this client.
The Audit Trail will update to show all actions completed for that client datapoint.
Video Tutorial
As always, if you require any further assistance with this, please use the support button in your Staff Dashboard or email us at support@volunteero.org.
Our team will be happy to help!😊