Log of changes - who deleted a contact, registration, or changed data
Is there a way to find out which admin deleted or changed a contact registration or details.
For example we have an event which a company registered their attendees and paid online. One of the admins deleted the registration. Is there a way to find out which admin deleted that contact?
If this is not available could is possibly be added in the future? I like the fact that the 4.0 service will allow read only admin access which will help with this issue but I am still curious which of my admins deleted that contact.
Melody Pokorny commented
i need to be able to audit the activities of administrators whether they be full administrators, gatekeepers, or assigned to a particular function.
i need to be able to see when they login, ALL changes they make, date and time, additions/deletions of membership information, etc.
bottom line - full auditing feature that can be turned on and left on at all times.
Corinne Colbert commented
This would be useful not only for events, but for data in general. As the system admin for our organization, I'd need to be able to see which other admins have logged in and when ... and what they did, especially since not all of them are tech-savvy and one gets the occasional PITA who just likes to mess things up. :-(
Yes, it's old but we haven't implemented it yet - so it's waiting here for its turn, collecting comments and votes. We're currently focusing on top-voted suggestions.
I realise this is an old thread, but the issue appears unresolved. Is there any update on whether Wild Apricot has added a user-logging feature? Becky's suggestions seem really useful. Looking forward to a positive update from the Admin Team. Thanks.
Include export contacts logging as well to track who/when/and what fields where exported using the Export feature, please.
Brandon Longley commented
This would useful, it would be good for me to know what information is updated by members and donors, I see there is a date of profile last updated but a log of information about changes would be good.
Mainly important because I'm updating a volunteer database with information that comes from Wild Apricot such as contact information and addresses and it would make it easier to determine the most up to date information.
Also it would be easier for me to keep track of the changes I have, and haven't made to contacts such as deleting an address because of a return to sender (RTS), but not making a note in their notes of removing their address due to RTS, otherwise I look at a contact that has a blank address and want to populate it with the one that's from the volunteer database (that could be incorrect).
Duncan Todd commented
Would be good to be able to see a date when a record was archived and by who; thanks.
LeBon Abercrombie commented
In particular, we would want to see and be notified of changes in First Name and Last Name (for example, by the member). These are the keys to our customer records in QuickBooks, so surprise changes can be time-consuming.
This would be immensely helpful. The log should record the change date, the admin or user that made the change, what field(s) were changed, and what it was before/after. Optimally, it should also have a Notes text area so that the person who made the change can log why the change was made (e.g. member called in with updated info, fixed a typo, etc.). This is especially important to us since we are a retirement association and members often don't remember the changes that they've reported to us. I've created custom fields so we can at least record the very last change to a record, but this is both inefficient for admins (have to go in and edit a separate section of the member's profile, enter in that day's date, note what type change, etc.) and doesn't keep a history of changes.
Jarren Kinch commented
I would like a simple addition to this: whenever a change is made to a contact, invoice, payment, refund, etc., the person making the change should be required to add a comment (which would be used to explain the reason for the change). Currently when I look in the audit log, I just see something like "Refund deleted by Treasurer. Amount $20." or "Payment edited by Treasurer. Amount $20." It doesn't explain what the reason was, or what exactly the change was that happened.
Please add another big YES vote. It's a critical component of basic site controls to be able detect that a change was made and what it was.
You think that you comment should be addressed as a part of either of these two:
What do you think? If agree, please add a comment there - so it get higher in priority list.
Keith Rice commented
With so many administrators, all of whom are volunteers we are finding it very difficult to track changes to Events and Contacts
Duncan Todd commented
We definitely need to track changes in a member's level and other status changes through the member's life (offices held, committees served, rank changes, transfers between areas/chapters etc) with our organisation.
Ideally we'd be able, on a per member basis, to produce a "change log" of all significant updates and changes to a member's record within a date range or on a life-to-date basis.
In order to get around this we're having to add many, many fields, e.g. first office held from/to dates, second office from/to dates, third office from/to dates etc. This is very clunky. We even tried to have membership levels (at least) tracked using the "audit log" only to discover this log depends on there having been a financial transaction, something we don't do with level changes.
Please give us some idea of when this "change log" functionality might happen.
Yes, very simple logging of contact database changes is needed. Similar to the 'Last Changed' box.
Date of change, who changed it, what field was changed, Before Value, After Value
With turnover in organizations, being able to see changes from years ago, provides assurances of data quality.
No need to restore, we can re-enter data if someone makes a bad change. But we need to know what the history was.
I have one organization in WA and want to bring in another, but tracking changes is a must have especially for a not-for-profit corporation.
Denise Williams commented
Being able to follow the trail of changes would be useful.
We are somewhat 3, but we do not log everything, just some updates - mostly finances. we're not afraid to share data, we just dont have one to share. To properly implement this request, we will have to do proper logging.
Here's another vote. This has been top complaint about WA in general. Yes, it is important to to be able to determine who deleted a contact or registration, but on a more abstract level, each and every change (insert, update, delete) that leads to the "current" set of information should be available to allow a complete transactional history of contacts, members, event sign ups, payments, ...
Here is an example of what I should be able to extract from the database:
List in chronological order all transactions for member x to include date their membership record was created, changes to membership status, membership invoices created, membership payment entered, .....
I've been involved with the development of online database systems for many years. All systems that I am familiar with fall into one of three categories:
1. System builds a transaction from user input and then applies it to the "current" records and keeps the transactions around as a complete history of how the "current" record got to its current state.
2. System uses user input to update the "current" record without first building transactions. The only history are any fields that on the "current" records such as "member record creation date". This is typically done by people who have no database experience and do things buy a copy of Microsoft Access and create a Members table to track their members.
3. System uses user input to update the "current" record as in number 2 above and also writes some basic information to a log file which is better that number 2 but not a robust as number 1.
So, I would like to know which of these WA is doing and hopefully if it's number one or number 3 I'd like an explanation why you won't make it available. Do you not have the transactional data to share, do you think your customers are not smart enough to use the data, are you afraid you competitors will somehow use this to your disadvantage, do you not have enough staff to implement?
Based on the thread, it appears that people have been asking for some time for this ability. Have you taken any action to "test the waters" or are you just relying on the number of people that post here?
For Organization details - no, no way to see who did the change.
I'll keep this request here, so people can comment on it and eventually it will get into our development roadmap.