Data Audit

The Data Audit section in the Admin portal lets administrators view and filter a log of data changes across Welkin environments.

---

Accessing Data Audit

1. Log in to Admin
2. Click Data Audit in the left navigation menu

---

Selecting an Environment

The Environment dropdown at the top of the filter panel is required. It is pre-populated with the first environment you have audit data access to. Only environments where audit data access has been enabled for your user account appear in the list.

---

Filtering the Audit Log

Use the filter panel to narrow results. Available filters:

Row 1

Filter	Description
Environment	Required. Select the environment to audit.
Start Date	Show events on or after this date.
End Date	Show events on or before this date.
Actor	Filter by the user who performed the action.
Target	Filter by the subject of the action.
Patient ID	Filter by patient UUID.

Row 2

Filter	Description
Object Type	Filter by entity type (e.g., CDT, PATIENT, ASSESSMENT). Options are populated dynamically based on available event types.
Event Subtype	Filter by a subtype within the selected Object Type. Available options update when you select an Object Type.
CDT Name	Filter by CDT name. Available only when Object Type is set to CDT.

Click Apply to run the filtered query.

---

Audited Entity Types

The following entity types are tracked in the Data Audit log:

Entity Type	Tracked Event Subtypes
Assessment	Created, In Progress, Submitted, Partially Completed, Completed, Expired
Assessment Migration	Data migration assessment updated
Calendar	Event created, updated, deleted
CDT	Created, updated, deleted
Communication	Unsupported WhatsApp message
Communication Data Audit	Internal message deleted
Fax	Created, updated, sent, delivered, failed, received, reviewed, deleted, file added/deleted, assigned
Invoice	Draft created/updated/deleted, sent, pre-authorized, voided, updated, subscription invoice created
Patient	Created, updated, deleted, care team updated, POC updated
Patient Program	Program/phase created, updated, deleted, started, ended, changed
Payment Audit	Pre-authorization created/updated
Subscription	Invoice creation requested, created, updated, cancelled, suspended
Task	Created, updated, deleted, watcher added/removed, comment added/removed, completed, canceled
Unrecognized Communication	Email/SMS/voice call reassigned, restored, deleted, permanently deleted

---

Navigating Results

The audit log uses cursor-based pagination — results are loaded in pages without traditional page numbers.

• Page size — use the page size dropdown (bottom-left of results) to control how many rows appear per page
• Next page — click the right chevron (›) to advance to the next page
• Previous page — click the left chevron (‹) to go back one page
• First page — click the double-left chevron («) to return to the first page

Navigation controls appear at both the top and bottom of the results table.

---

Sorting

Click the Event Date column header to toggle between ascending and descending sort order. Changing the sort direction resets to the first page of results.

---

Include Formation

Toggle Include Formation (top of the page) to include or exclude formation-related records from the results.

---

Refreshing Results

Click the sync icon (↻) to reload the current query with the latest data.

---

Exporting Data

Data auditing is useful for ensuring data integrity, verifying user access, tracking changes to important data, and compliance reporting.

Note: Only administrators with audit data access enabled for the relevant environment can view Data Audit logs.