View record activity

Use the audit trail functionality in the ValidMind Platform to track or audit all the information events associated with a specific record. See a record of comments, workflow status changes, and updates made to the record.

Prerequisites

• You are logged in to ValidMind.
• There are records registered in the inventory.¹

¹ Register records in the inventory

View record activity

The Activity page shows a record of activities for the selected inventory record, including actions performed by users in your organization, activity from automated workflows, and updates generated via the ValidMind Library, such as:

• Fields updated²
• Stage transitions³
• Updates to documents: documentation,⁴ validation reports,⁵ ongoing monitoring reports⁶, or custom documents
• Test results or metrics added via the library⁷
• Artifacts added, updated, or removed⁸
• User comment creation and replies on documents⁹
• Stakeholders added or removed¹⁰
• Workflow activity¹¹

² Edit inventory fields

³ Manage model stages

⁴ Working with model documentation

⁵ Preparing validation reports

⁶ Ongoing monitoring

⁷ ValidMind Library

⁸ Working with artifacts

⁹ Collaborate with others

¹⁰ Manage record stakeholder types

¹¹ Working with workflows

To view record activity:

1. In the left sidebar, click Inventory.

2. Under the record type drop-down, select the type of record you want view activity for.¹²

3. Select a record or find your record by applying a filter or searching for it.¹³

4. In the expanded sidebar that appears for your record, click Activity.

¹² Manage inventory record types

¹³ Working with the inventory

View individual field activity

To view activity for individual inventory fields:¹⁴

¹⁴ Edit inventory fields

1. In the left sidebar, click Inventory.

2. Under the record type drop-down, select the type of record you want view field activity for.¹⁵

3. Select a record or find your record by applying a filter or searching for it.¹⁶

4. Hover over the field whose individual activity you want to view until the icon appears.

5. Hover over to view individual activity for that field.

¹⁵ Manage inventory record types

¹⁶ Working with the inventory

Filter record activity

Filter to narrow down record activity by category or specific values:

1. In the left sidebar, click Inventory.

2. Under the record type drop-down, select the type of record you want filter activity for.¹⁷

3. Select a record or find your record by applying a filter or searching for it.¹⁸

4. In the expanded sidebar that appears for your record, click Activity.

5. Click Filter to open the filter popover.

6. Click Add Rule to add a filter condition.

7. From the Select category dropdown, choose your filter options:

   Event Category

   Shows all events in a category:

   • Logged Artifacts¹⁹ — Artifacts logged on the record, by type.²⁰ Only types of artifacts logged on the record will appear for selection.
   • Logged Metrics²¹ — Metrics over time logged on the record.
   • Record Stakeholders²² — Stakeholders added or removed from the record.
   • Record Fields²³ — Inventory fields updated on the record (label reflects current UI).
   • Record Documents²⁴ — Updates made to documents on the record, including any logged test results from the ValidMind Library.²⁵
   • Record Lifecycle²⁶ — Record stage transitions.
   • Record Workflows²⁷ — Workflow activity on the record.

   Filter by Value

   Shows events for specific values in a category you select. Select a value key, then choose one or more specific values from the secondary dropdown:

   • Logged Artifacts²⁸ — Artifacts logged on the record, by type.²⁹ Only types of artifacts logged on the record will appear for selection.
   • Record Fields³⁰ — Inventory fields updated on the record. Only inventory fields populated on the record will appear for selection.
   • Record Documents³¹ — Updates made to documents on the record, including any logged test results from the ValidMind Library.³² Only documents with activity will appear for selection.
   • Record Workflows³³ — Workflow activity on the record. Only workflows applied to the record will appear for selection.
   • User³⁴ — Events performed by user. Only users with activity on the record will appear for selection.

   (Optional) Add more rules by repeating steps 5 and 6. Multiple rules combine with AND logic.³⁵

8. Click Apply Filters to apply your filter rules.

¹⁷ Manage inventory record types

¹⁸ Working with the inventory

¹⁹ Working with artifacts

²⁰ For example, selecting Artifacts: Validation Issue shows all validation issue artifact type events.

²¹ Work with metrics over time

²² Manage record stakeholder types

²³ Edit inventory fields

²⁴ Working with model documentation

²⁵ ValidMind Library

²⁶ Manage model stages

²⁷ Working with workflows

²⁸ Working with artifacts

²⁹ For example, selecting Artifacts: Validation Issue shows a secondary selection for the names of validation issue artifact type events.

³⁰ Edit inventory fields

³¹ Working with model documentation

³² ValidMind Library

³³ Working with workflows

³⁴ Manage users

³⁵ For example, filter by an event category AND a specific user to see only that user’s activity in that category.

Remove active filters

After applying filters, active conditions appear as chips below the header. Click on any chip to remove that filter, or click Clear All Filters to reset.

Share filtered views

Filters persist in the URL, so you can share or bookmark a filtered view.