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Audit trail

The Audit Trail shows all changes that are made to your study. This includes changes both during building the form and during data entry. The Audit Trail will be visible if a study team member has all management rights.

The Audit Trail

The audit trail enables you to review changes to study settings and study data. To see all changes made in the eCRF, navigate to the 'Audit Trail' tab:



Click on the row to view the event details, for example:



The details for each event will differ.

You can filter the Audit trail by the event creation date, by the user triggering the event, as well as by various events such as, but not limited to: survey package is opened, a study is set to live or changing of user rights.



All the changes that are made to the study are displayed in the "Audit Trail" tab.

  1. Click on the 'Filters' button to display the filtering options.
  2. Here you can filter the Audit Trail on the creation date, event type, or  user.
  3. An overview of all events are given relating to the filter. If no filter is selected all events are shown.

See changes made in a single field

You can also view the audit trail for a single field from within the study view:

 

To see the changes that are made to a specific field click the cogwheel next to a field in the study overview. A popup will appear detailing the changes to the field. The date, the user who changed the field, and the new value are all displayed:

Please note that the test institute and the institute that is set up in the study creation form are not counted as "institute created" event. Therefore, only the institutes added after the creation of the study have this event.

Retrieve Audit trail via API

It is possible to retrieve the Audit trail via API /study/{study_id}/audit-trail/ endpoint. The authorised users can retrieve the selected time range of the audit trail events or filter by event types and user ID. 

Due to changes in the audit trail architecture, Queries and Comments created before 1st of August 2020 are not available via this endpoint. Nevertheless, these are always accessible via the Audit Trail user interface.

NOTE: When accessing the Audit trail, date and time  are displayed in ISO8601 format (YYYY-MM-DD HH:mm:ss).

Exporting the Audit Trail 

The audit trail export typically does not include the study build, i.e., creation of phases, steps, fields, etc. We provide audit trail export for free once at the end of the study in the CSV format. Please note that for additional audit trail exports there will be an additional fee.

Events that are included in the audit trail export are:

  • record created and archived
  • data entry events (only study and reports)
  • comments and queries
  • report created and archived
  • verifications (and drops)
  • signatures (and drops)
  • locks and unlocks (phases/steps/records)
  • user permissions
  • export created

To request an audit trail export, please send a request to support@castoredc.com including the study title for which the export should be created.

Audit Trial Events

To view the entire list of audit trail events and event_types parameter for use in API endpoint /study/{study_id}/audit-trail, please refer to the document below.

Audit_trail_events_list_-_2022.1.pdf

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  1. Tonya

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