Show the date and time client records where updated. Currently it says 3 months ago but doesn’t specify the exact date and this is required for an audit trail.
At the moment, when a client record is updated, it just shows something like “3 months ago,” which isn’t that helpful when we’re trying to track exactly what’s happened and when, especially for audit purposes.
It would be really useful if we could see the actual date and time a change was made.
Even better would be a proper audit trail showing:
who made the change,
what they changed,
and when it happened (down to the time).
Something like:
Curtis Berry – Changed Plan Subject from:
“Withdrawal – Send RWL” to “Withdrawal – Send RWL – Response?” at 16:40 on 26.06.25
Curtis Berry – Deleted Task “Withdrawal – Send RWL” at 16:40 on 26.06.25
Would make a big difference in being able to properly review or evidence actions taken, especially if reviewing a workflow that is the subject of a complaint
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Comments1
Curtis Berry
Jun 26, 2025
At the moment, when a client record is updated, it just shows something like “3 months ago,” which isn’t that helpful when we’re trying to track exactly what’s happened and when, especially for audit purposes.
It would be really useful if we could see the actual date and time a change was made.
Even better would be a proper audit trail showing:
who made the change,
what they changed,
and when it happened (down to the time).
Something like:
Would make a big difference in being able to properly review or evidence actions taken, especially if reviewing a workflow that is the subject of a complaint