How to see the Audit Trail of the Referral Actions of a document, even after being cancelled. This will show you when it was referred and who has acted on the document.
Step-by-step guide
- Select document/ folio in the Matter Folios screen or Folio Enquiry screen.
- Right-Click on the document.
- Select "View Audit Trail" from the Context Menu.
- Select Referrals from the dropdown.
Once selected you will be able to view a window that shows an Audit Trail of all actions and data completed.
The Audit Trail feature allows you to display an Audit Trail of referrals added, modified and removed from the selected Attachment.
In the second image, the "Referral Audit Trail for file F-4223" Window shows that the document was added as a referral to resource EJS who has not yet read the referred document.
The Refer Reason being "R" means that it has been selected as "R - Please Review" from the "File Referral Reason" screen and can be set by the Parameter RR.
The "File Type" and "File No" relate to the document being a folio and its assigned folio number.
Finally, the Deleted/ Record Deleted at the top of the table refers to the document referral being cancelled by the user or the referrer
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