I want to audit how many opportunities/quotations/orders that 1 user/group users/all users that he/she does in a period of time (approve, reject, delegate). Who knows where/how to check it please guide me.
I know how to enable approve. My question is Creatio has the place or section keep all the approve task, so that the auditor can go there to check the approve tasks. The auditor can not go to each record to check the approve status.
There is no specific section where all the approvals are being stored. By default the approval functions are available in the Contracts, Invoices, and Orders sections but you can enable approving in any section.
For a statistic purpose I can advise you to create a corresponding dashboard in the specific section(s) where the needed charts will be set: for a total amount of approvals within the section, for approvals grouped by status, etc.
As well, you can created your own custom section based on Contract/Invoice/Opportunity/etc approval object.
But in my opinion, audit session in CRM system is normal daily work. The dashboard with only number cannot meet with auditor's requirement.
Hope that Create creates a place that auditor can easier review check the daily activities of users, better than change log (only log for section, if you want to check the change log of detail you don't know that a detail belongs with record); user cannot look back last month/last year how many approval request he/she did, and what status he/she did for each requests.
Like the change log for a section where we can trance the changes add/edit/delete made by a user, is there a way to see the list of which records he have "viewed"?
Unfortunately, there is no possibility to track the information about viewed sections/records by system users.
In case you would like to deny access to records for some users please feel free to use record permissions settings. For example, if the [Record permissions] option is enabled, only certain users or roles can view specific accounts or contacts.
Our client has an issue that any change in object permissions is not being recorded in Audit Log, despite the fact that all the system settings for audit log are enabled. Is there anything missing besides system settings that need to be enabled in front-end?
To log changes in object permissions you need to make sure that "Log entity access rights management events" system setting is enabled. It's code is "UseAdminEntitySchemaOperationLog".
Please note that only changes applied in "Use record permissions" will be logged.
In order to log changes in column permissions there, you will have to turn on the "UseAdminEntitySchemaColumnLog" system setting.
As for the Operation Permissions changes, they are not logged in Audit Log.
Is there a way to keep a track of activities like who has deleted the order, invoices and accounts. How can we find who has deleted/edited the orders/accounts/invoices etc? Please let me know if there is any way to do it?
