Reviewing Claim Changes in the Audit Trail

As changes are made to a claim, they are logged in the system. This includes changes to the fields in the workflow, attached items (such as e-mails, documents, and files), payments, and all the details in-between.

Note: The addition and removal of claim parties, changes to the claim parties, and notes or follow-ups are not tracked.

The old and new values, the date and time of the changes, and the users who made the changes are all tracked. This information can be filtered, sorted, and exported.

1. Click Audit Trail in the Common Screens widget. The Audit Trail window opens.

2. Fill in the necessary information. Fields marked with a red asterisk * are required.

Select an option in the Show changes to field to show results related to a specific category.

Claim	Displays all changes to the basic claim itself, such as changes to fields in the workflow, status changes, and policy selection.
Claim Adjuster	Displays changes to the adjuster assignment, either manual assignment or from automatic assignment rules.
Claim Attachment	Displays changes to file attachments, including adding, deleting, or changing details.
Claim Document	Displays new documents generated from the claim.
Claim Email	Displays new e-mails sent from the claim.
Claim Payment	Displays changes to payments, including adding, deleting, or changing details.
Claim Reserve / Estimate	Displays changes to the claim reserves and estimates, either direct changes or changes from payments.

3. Click Search to generate the report. The results appear in the Audit Trail panel.

The Audit Trail panel lists all changes for the selected category. The changes are grouped by the Identifier and Modified On date.

Identifier	Displays the code of the resource that was changed.
Field Name	Identifies the detail or field that changed.
Previous Value	Displays the previous value for the field.
Current Value	Displays the new value for the field.
Action	Identifies the type of change.
Add	A new resource was added or a blank field was filled in.
Update	An existing resource or field entry was changed.
Delete	An existing resource was deleted or a field was cleared.
Modified By	Displays the name of the user who made the change.
Modified On	Displays the date and time that the changes were made. This is the system date and time, with no adjustments for region.

4. Click Close to close the window.