QEval New UI User Manual

Audit Trail Report

Audit Trail Report displays the changes done in an already submitted evaluation form.

To view this report, select Reports > Report > Trending/Audit Trail /Tactical Report > Audit Trail Report:

The following page will be displayed.

 
Configure the following fields to view the required result:
 

Screen Elements

Description

Start Date

To set the date range, firstly, select a start date.

End Date

Select the end date.

Client Name

Select the name of the client from the dropdown list.

Program Name

Select a program from the dropdown list which will display the Program Names as per the selection of the Client Name.

Evaluation Form Name

Select the name of the evaluation form from the dropdown list.

Question

Select the question from the dropdown list which displays the questions added in the selected Evaluation Form.

Agent

Enter the initial characters of the user’s name and select the name from the dropdown list displayed.

Note: If the user name is not selected, it displays the reports for all the agents.

Once the search criteria are set, then, click on the button.

The report for the specified will be displayed as shown below:

From this view, the following actions can be performed:

1. Navigate between the pages: To navigate between the pages:

 – Previous Page

 – Next Page

 – First Page

 – Last Page

2. Refresh the page: To refresh the report.

3. Go back to the Parent Report: To go back to the parent report if the child report is displayed.

4. Zoom page: To zoom in or zoom out of the report page.

5. Export dropdown menu: To export the report in – WordExcelPowerPointPDF, and Data Feed.

6. Print: To print the report.

7. Find Text in Report: To find any specific text in the particular report. Enter the text in the search box and then click Find. The entered text will be displayed in the highlighted format in the report. To find the same text in another place, click Next.

 

To view all the evaluations of the audit trail, click on the View All Trial Evaluation link displayed in the report as shown highlighted on the below screen:

This will redirect the user to the following console displaying all the audit trail evaluations in one place:

To view the detailed Audit Trail Report, click on the numeric value displayed under the View Trail column as shown highlighted on the below screen:

The system will redirect to the detailed report of Audit Trail in the format as shown in the below screen:

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