Client's Package Audit Trail

Modified on Thu, 9 Oct at 10:48 AM

The package audit trail on a client’s profile provides a detailed log of all actions taken on a client’s package. It records activities such as credit creation, credit usage, and manual adjustments, along with the name of the staff member who made each change. This article explains how to access the audit trail and describes the types of data it displays.

Thing to Know:

Access to the Audit Trail hyperlink is controlled by two factors: the hidden setting Enable Enhanced Packages Audit and the Accessing Packages access control. To enable the hidden setting, please contact our support team at support@mytime.com.

Contents

Viewing Audit Trail
Audit Trail Columns

Viewing Audit Trail

Navigate to the Clients tab
Search for the desired client
Open the client's profile
Scroll down to the Packages section
Expand the package
Click the Audit Trail hyperlink
The package audit trail will then be displayed

Audit Trail Columns

Column	Description
Date	The date the action was taken
Activity	The specific action performed on the package. Possible values include: Credit Created: Package initially created Credit Expired: Package reached its end date Manual Adjustment: Credit manually increased or decreased Credit Usage Removed from Ticket: Package label removed after package was used to pay for the ticket Credit Used: Credit was used; shows the associated ticket Credit Refunded: Item on the ticket was refunded, and the credit was returned to the package balance
Applied To	Items eligible for package credit
Modified By	Name of the staff member who performed the activity
Ticket #	The ticket number associated with the transaction
Credit	The amount of credit added to the package
Debit	The amount of credit used or deducted
Balance	The remaining credit balance

If you have any questions, please contact us at support@mytime.com.

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