Audit Settings

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**Note: This content is intended for system administrators and is technical in nature**

Audit settings allow system administrators to configure triggered doc notes that will be written when specific changes are made to various records within Practifi. 

An audit setting is configured on an object including the trigger field and a templated note. When a change to the trigger field is detected, the templated note will be evaluated within the context of the record, and the output of this will be written into the feed on that record. 

To add an audit setting:

  1. Navigate to Practifi Settings (in the settings menu accessed from the logged in user  ). 
  2. Click the Audit Settings tab (represented by  ).
  3. Click the  icon to add an audit setting. 
  4. Complete the fields (required fields will appear in red). 
  5. Click Save.  

To edit an audit setting:

  1. Navigate to Practifi Settings (in the settings menu accessed from the logged in user  ). 
  2. Click the Audit Settings tab (represented by  ).
  3. Click the  icon to edit an audit setting. 
  4. Edit the fields (required fields will appear in red). 
  5. Click Save.  
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