Viewing the audit trail for a case

Last updated: November 4, 2026

Audit logs record all actions taken and events occurring on cases. The logs note the date and time, and the user who took the action.

Events and actions that are recorded include:

  • Case creation

  • Case stage changes (including case decisions and reopens)

  • Profile decisions

  • Changes in search configuration settings

  • Case assignment

  • Notes added

Viewing an audit log

  1. Go to the case list page by clicking Cases in the top left.

  2. Find the case you want to view using the search box or filters.

    Cases list with the search box and Filters above it and one case row outlined in red

  3. Click the case to view its case details page.

  1. Select the Audit log button in the top right.

Case page with the Audit log button outlined in red in the top-right corner, next to Re-open

  1. The Audit log panel opens on the right.

Case page with the Audit log panel open on the right, listing case events such as assignee and stage updates by date

  1. To close the Audit Log panel, use the X button or click the Audit log button again.

Audit log panel with the X close button in its top-right corner circled in red