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Engagement History Tracking/Audit Capability

Related products:PX Engagements
  • September 19, 2022
  • 4 replies
  • 150 views

Ashton
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  • Contributor ⭐️⭐️⭐️⭐️

Engagements have significant ramifications for what end users see. Given the power and speed as which mistakes can be made it would be good for audit purpose to know who made what changes on an engagement. 

As engagements are not protected by either the creating user or the product (anyone with Engagement permissions can edit any engagement) it is very possible for others to make unwanted edits to an engagement that could then go out and be problematic with no way to identify the cause. 

Ask is for a historical log of who made edits to engagements. 

4 replies

mmarques
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  • Helper ⭐️⭐️
  • October 20, 2023

We also have a similar issue. Currently, the only option is to manually add text to the description. This is time-intensive and can be missed.


mmarques
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  • Helper ⭐️⭐️
  • May 24, 2024

We recently saw the people had inappropriately modified certain engagements. But we do not know who or when the change was made. A log would be helpful.


JayS
  • Helper ⭐️
  • August 22, 2024

The idea I posted fits into this idea rather well; a log of changes would be very helpful. Thank you for pointing it out @mmarques!

Could a moderator link/merge my idea with this one? 

 


aharkut
Gainsight Employee ⭐️
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  • Gainsight Employee ⭐️
  • May 14, 2026