Your platform settings
Find who changed what, and when.
Review important administrative changes and account actions with their user, timestamp and related record. Use that history to investigate a query or explain a decision.
What it handles
Record important administrative and operational actions for review and accountability.
Platform capability
What Audit & governance covers
Record important administrative and operational actions for review and accountability.
01
Administrative and operational event history
02
User, timestamp and affected record
03
Searchable review and investigation views
04
Reports on important administrative actions
Workflow notes
Audit & governance in practice
A manager needs to find who changed an important setting and which records were affected. The history should identify the user, change, time and affected records.
What to prepare
Prepare a list of material administrative and operational actions, review responsibilities and retention requirements.
Review the workflow
- Trace a example change to its recorded history.
- Check that the reviewer can find who made the change, what changed and which records it affected.
- Agree how evidence is accessed and retained for your organisation’s review process.
Does an audit history replace an approval process?
No. A record explains what happened; an approval determines whether an action should proceed. Define both where the commercial or operational consequence requires them.
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- Payments glossary — understand the terms used in merchant services.
Before you set it up
Choose the events your managers need to review and name the person responsible for following up any exceptions.
Continue through Platform
Related capabilities
Show us your brands and team structure.
We will walk through brand settings, user roles and approval rights, then show how to configure the platform for your organisation.