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Audit Trail and Compliance

Understand what Transform records, how to review it, and how it supports compliance.

Overview

Audit trail records who changed what, and when.

Use it for compliance, investigations, and stakeholder confidence.

Screenshot placeholder: audit trail view showing field changes with timestamps.

Key Concepts

  • Audit event: recorded change, such as a status update

  • Actor: Teammate or system process that performed the change

  • Retention: how long audit data remains available (plan dependent)

How It’s Used

Use audit trail during approval reviews and investigations.

Use it to establish accountability for scope and status changes.

Benefits

  • Clear accountability for high-impact changes

  • Stronger governance evidence for approvals

  • Faster root-cause investigation during delivery issues

Setup Steps

Account configuration varies, but audit events often include:

  • status changes

  • ownership/assignee changes

  • field edits (priority, due date, tags)

  • link changes (requirements ↔ tasks ↔ tests)

  • comments and mentions

1

Open the item to audit

Open the requirement, task, test case, project, or artifact.

2

Open Audit Trail / History

Look for a tab or panel labeled Audit trail, History, or Activity.

3

Capture evidence

When sharing findings:

  • copy a permalink to the item

  • capture a screenshot of the relevant event(s)

  • add a summary comment with Decision: and Approved by: when applicable

Best Practices

  • Record approvals in comments using a consistent pattern.

  • Validate high-impact changes using source links and audit events.

  • Confirm retention and exports during governance design.

For formal compliance requirements, confirm retention and export settings with an Account Admin.

Troubleshooting

I can’t see audit trail data

Possible causes:

  • insufficient permissions

  • audit trail feature is not enabled

Ask an Account Admin to confirm access and configuration.

I need account-wide logs

Item-level history may not cover account-level actions.

For Organization-wide reporting, review Account configuration or contact support.

Summary

Audit trail provides the evidence layer for governance and compliance.

Related:

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