Description
This quick guide outlines the steps required to create and download a self-service audit using the Audit Trail feature.
About
The Audit Trail feature produces a downloadable CSV file that contains the activities performed by all users in a practice within a specified period of time.
Note
This feature is only available to users with Administrator access.
Steps
- In the Sidekick, click the More menu, then click Administration.
- In the Administration menu, within the Reporting drop-down list, click Audit trail.
- The Audit Trail module is displayed.
- Complete the fields in the Audit Trail module:
- Click the Generate Audit button.
- The spinner in the Download column indicates the audit is processing.
- Once complete, click the download icon to save the CSV file.
1. Enter Start and End dates or use the calendar.
2. Select the applicable User(s).
3. Select the relevant Module(s).
Note: The audit process may take a full day. It remains available in Curve Hero for seven days.
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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
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