Review history and track changes

Purpose

Use the module history and the AI log, without assuming a universal log of every read.

Step by step#

1. 1

   Open the case-specific record: Time Clock history, Onboarding timeline, automation logs or signature evidence.

2. 2

   Filter person, period and status when offered and check the source action.

3. 3

   For external AI actions, use Settings → AI Integrations → AI Activity.

4. 4

   Check who executed it, the context and the response shown in the history.

5. 5

   Export only through the module's authorized action and keep access to the evidence restricted.

6. 6

   Do not assume every view/login is in Settings → Audit or retained for 12/36 months by plan.