Reviewing the audit trail before a client visit

Practical steps

1. 1

   Open the record. Scroll to the activity log or audit trail section.

2. 2

   Read the entries top-to-bottom. Created, assigned, photographed, commented, closed.

3. 3

   Confirm every action has a named user and a timestamp. Anonymous actions are a red flag.

4. 4

   Check for gaps. A gap of more than 5 working days between actions usually needs a comment explaining why.

5. 5

   Print or PDF the audit trail if the client requests it. Most apps have an Export button at the top.

Key takeaways

• Audit trails are read top-to-bottom; the story should make sense without you explaining.
• Gaps need a comment. A blank week looks bad in legal review.
• Export to PDF is the fastest way to hand a clean record to a client or auditor.