This Help topic refers to the following versions;
þ Enterprise þ Professional
The Document Event History, available from a document's right click menu, consists of a list of actions taken on the document.
Users must choose to allow document logging from the Desktop Tools/Options/Administrative menu. Use the check box to allow document logging.
Often called an audit trail the Document Event History is used to determine the actions taken on a particular document. This feature is a requirement for HIPAA compliance.
The log displays the following data:
Subject field data - the index data entry in the subject field
Event Type
Document Added - the document was added
Document Opened - the document was opened
Document Closed: Viewed - the document was viewed and then closed
Document Closed: Version Created - the document was viewed, modified, a new version was created and the document when the document closed
Document Closed: Image Modified - the document was viewed, modified and saved
Document Closed: Index Modified - the document was viewed, the index information modified. You can view new document index data in the Field Values item on the Event Log List View
Printed - the document was printed. If "Require User Description" is enabled you can see the data entered in the Field Values item on the Event Log List View
Document E-mailed - the document was e-mailed. If "Require User Description" is enabled you can see the data entered in the Field Values item on the Event Log List View
Document Deleted - the document was deleted
Document Version Deleted - a version of the document was deleted from the Show Versions List of the Folder List View
Document Checked Out - the document was checked out for editing by a user. If "Require User Description" is enabled you can see the data entered in the Field Values item on the Event Log List View
Document Checked In - the document was checked in after an edit is completed by a user
.. Value Reassigned - an index value has been reassigned to another column.
Exported - he document was exported to a folder on a hard drive. If "Require User Description" is enabled you can see the data entered in the Field Values item on the Event Log List View
Document Merged - the document was merged with other documents.
Converted to ... - the document will be converted to a PDF or TIFF as determined by the print driver being used.
Document Duplicated from… - the document was duplicated from (document name)
Document Closed: Attachment Deleted - a document associated to an index entry, either an Associated Application Document or Image Document, has been deleted in the Document Window and the index data of the document record still remains
“Associated Application Document Viewer” Events:
Pages Substituted - a document's associated file has been replaced with a different file (for example, the wrong Word file has associated with an set of index data. In the Associated Application Viewer you Import a new file to be associated with the index data.)
Pages Appended - pages have been appended to a PDF from the Associated Application Document Viewer
“Image Document Viewer” Events:
Pages Inserted - pages have been inserted into a TIFF image document
Pages Deleted - pages have been deleted from a TIFF image document
Event date and time - the time and date of the event
Field Values - the index data associated with the document including the names of email recipients of the document
Creation time and date - the date and time the document was added to the DocuXplorer database
Event operator - the name of the user who performed the event action
Tip:
See the <Tools><Options><Administrative> to turn on "Require User Description when E-mailing, Printing or Exporting".
The Document Event History provides users with the ability to filter data and create customized views as well as print or export the data contained in the complete or filtered list. Please click on the following link to the Library Event Log which can be filtered, printed and exported in the same manner.
Data in the Document Event History cannot be deleted in compliance with HIPAA regulations.
