Audit Trail for New Requests
We have a large number of internal business customers who submit requests through a publicly available request form. The do not have accounts in Wrike as they do not have a need to access the system. Today, you can request they add their name and contact information to send them a copy of the request and confirm the submission. Some of our processes require an audit trail and we may need the ability to prove the person on the other end is the person submitting the request.
Is there a way to capture an audit trail of the individual who submitted the request?
Hi Chris Cashon, have you looked at the Activity Report function in settings? This allows you to export an audit log of activities that have occurred in the system. One of the operations you can export is the creation or modification of a request form. The one thing I'm not sure about though is how it will handle users who don't have an account. My question is though, how would you trace the request back to someone if they don't have an account to trace it back to? You can log IP addresses of requests, so you could use that as a proxy for their identity but that wouldn't really work for people coming from a corporate public IP address that's NATing a bunch of private addresses behind it. Sorry, thinking out loud here!
So sorry to chime in, but I was following this question and I have since found an easy way to see at a glance a quick audit trail of who changed the status on a request. While in the request, click the 3 dots (more actions), select print, the pdf generates and gives a complete audit of all actions including status changes and the individual that changed the status, commented etc... . If they do not have an account and the name is not known, I am not sure if the system would pick up on the individual. All our users in Wrike are employees or contracted employees who have created an account. You don't have to print, you could save the pdf to a project folder. Below is an example. I hope this helps a little.
(User) Sep 24 2:09 pm
Set due date to Sep 26
Removed project from **Request Inbox**
Renamed project from _________________to ____________________
Changed status to Ready for Production
Assigned project to (User(s)
Thank you both for the ideas. It's may be a challenge to audit submissions from publicly available submission forms without submitters having to have accounts. Essentially, a way to have an audit trail to prove the person that submitted the request is the person they say they are. We're investigating and I'll share here if we figure anything out!