As you populate Planhat with filters, automations, custom fields, and more, tracing changes to objects becomes increasingly important. You may notice a Company with an erroneous status, or a License with an unexpected value. You want to know - is this a systematic issue, perhaps caused by a mistake in an automation or an incorrect value imported via integration, or is this a discrete event, caused by human error?
Our Logs display all changes made to all objects in Planhat
You can drill down into logs to trace exactly what caused an update or creation of a Company, License or any other object throughout the app, as well as where the update originated. To do this, you simply click on the "i" icon next to the Action label in the Log list (or if you are accessing Logs in the Customer Profile or Data Module, click on the relevant row instead). You can also see who created custom fields, elements in dashboards, and corresponding properties, to name a few.
Where can I access Logs?
You can access Planhat's Logs through the Teams Module, under "Recent Activity", through User Profiles (clicking or searching on a User), through the Customer Profile, and through the Data Module.
In the Teams Module, you are able to filter events by Object type, Action, and Actor. In the User Profile you can see all changes caused by the relevant User. In the Customer Profile, and Data Module, you are able to see all changes relating to the relevant object.
Logs are separated into Object types (e.g. Company, License, or Custom Field), Actions (Created, Updated, Deleted, Added to filter, Deleted from filter), and finally "Actors" (System, Automation, User, Integration).
In the Teams Module, under "Recent Activity", you can view all changes made to all objects, as well as a number of changes made to custom fields, elements, email templates, Health Profiles, and more. Everything is listed, and filterable, in "Recent Activity".
Furthermore, you can filter on the type of Action - for example, you may wish to see all objects that have been created, updated, or deleted, but exclude all objects which have entered or left a filter. This is possible in "Recent Activity". You can also filter on "Actor" - i.e. who (or what) it was that originated the event. For example, you may be interested in seeing all recent events caused by Users, Integrations, and Automations, but exclude the multitude of events generated by the System itself!
In the User Profile, you are able to see all changes implemented by the relevant User. As in the Teams Module, this spans all of the Object Types listed in the Team Module filter, including creation of elements, updates to Companies, and updates to Health Scores to name a few. Through clicking the information button, you can find out exactly which properties were changed, by which Actor, and at what time!
In the Customer Profile, you can see all changes linked to the Company in question, caused by Users, Automations, and Integrations (please note that changes caused by the system, e.g. auto-renewal of Licenses, will not show in the Customer Profile).
This includes if a Company is added to a filter, if an Automation was triggered to update a field on the Company level, or even if an End User connected to the Company was added to a filter!
In the Data Module, you can see detailed Logs for all objects (except Companies and End Users).