Actions performed in Records Manager on the following items are logged in the audit history:

  • All parts of the file plan: client, matters, and file parts (physical and electronic records)

  • Boxes

  • Locations

  • Events, schedules, and holds

To view the audit history for an item:

  1. In the Navigation pane, select the Records tab.

  2. Search or browse for the item, and select it.

  3. In the Preview pane, select the Audit History tab to view a list of actions performed on the item.
    Alternatively, from the Action menu, select Audit History. The Audit History window opens listing the actions.

  4. Select Close.