Audit Logs

Contents

Overview

Ordway provides the ability to view Audit Logs for select items across the platform. Audit Logs track system activities such as user sign-ins, record creation, updates, deletions, invoice generation, and other system actions.

Audit Logs help administrators monitor system activity and understand who performed an action, when it occurred, and how the change was made.

Notes

Audit Logs display timestamps in the UTC time zone.

• Log retention is:

  • 90 days for Production environments

  • 30 days for Sandbox environments

Methods to View Audit Logs

There are two ways to access Audit Logs in Ordway.

Method 1: View All Audit Logs

You can view all logs across the UI.  The Source column identifies where changes originated from. Examples include UI, Salesforce (SF), or the system. 

Steps

• In the left navigation menu → Operations → Logs → Audit Logs. This page displays all audit events recorded across the platform.
  

• You can review activity such as record creation, updates, and other system actions.

Method 2: View Audit Logs from a Specific Module

Audit Logs can also be accessed directly from specific modules.  

Examples

Steps

1. Navigate to the desired module. Example: Credits

2. Locate the record.

3. Click the Actions menu (⋮) next to the record.
   

4. Select Logs → Audit Logs.

5. This displays the audit history for the selected record.
   

Audit Logs Page

The Audit Logs page displays a list of recorded system events.

Each log entry includes the following information:

Examples of Source values include:

• UI – Action performed directly within Ordway

• API – Change made through an API request

• Salesforce (SF) – Change initiated through Salesforce integration

• System – Automatically generated system action

Sort Audit Logs

1. Click the Date column header to sort available Audit Logs by date. 
   

2. This helps to quickly locate the most recent or older events.

Filter Audit Logs

Use filters to locate a specific Audit Log.

Steps:

1. Click Filters.
   

2. Select the desired filter criteria.

3. Click Apply Filter.

Common filters include:

• Object

• Record ID

• User

• Event Type

• Date Range

Log Actions

The available hyperlinks for each Audit Log may vary depending on the module being viewed.

View Log

To view details for a specific log entry:

1. Locate the log.

2. Click the three-dot menu (⋮) next to the log.

3. Select View.
   

4. The Event Details are displayed.
   

Event Details

The Event Details window provides detailed information about the selected audit event. It includes a summary of the event and the specific record data captured during the action.

Event Summary

The Summary section displays key details about the audit event.

Example: Create Credit – CR-00087

This indicates that the credit record CR-00087 was created by the user through the specified source.

Credit Parameters

The Credit Parameters tab displays the complete set of parameters captured for the record at the time the event occurred.

The information is displayed in JSON format and may include:

• Credit ID

• External ID

• Customer ID

• Billing contact details

• Credit amount

• Associated metadata

This section allows users to review the complete object data stored during the event.

Changed Parameters

The Changed Parameters tab displays the specific fields that were modified during the event.

For each field, the system displays:

The system may also display changes related to associated records. This provides field-level visibility into what information changed during the event.

Refer configure Audit Fields for more details

Benefits of Audit Logs

Audit Logs help to:

• Track record creation and updates

• Monitor field-level changes

• Identify who performed specific actions

• Maintain system transparency and compliance

• Troubleshoot unexpected changes