Audit Trail

Overview

The Audit Trail allows users to review activity performed on Properties, Units, and Leases in SIRE.

Use the Audit Trail to see when a record was created or updated, who completed the action, where the change came from, and which values changed. This helps users validate record setup changes, review updates made through integrations or imports, and support internal audit and control processes.

Accessing the Audit Trail

The Audit Trail is available from the View and Edit screens for the following records:

• Properties

• Units

• Leases

To open the Audit Trail:

1. Open the Property, Unit, or Lease record.

2. Click View Audit Trail.

3. The Audit Trail modal will open and display the activity recorded for that item.

The Audit Trail follows the existing View permission for the record. If a user does not have permission to view the Property, Unit, or Lease, the user will not be able to access its Audit Trail.

Information Displayed in the Audit Trail

The Audit Trail displays the following information:

For example, if the Property Name is updated from the General tab, the Field value will display as:

General: Property Name

If the Country is updated from the Addresses tab, the Field value will display as:

Addresses: Country

Sources

The Source column identifies where the action originated.

When an action is performed by a system job, the Completed by value may display SIRE when no individual user is available.

When an action originates from Sage Intacct and is integrated into SIRE, the Completed by value may display Sage Intacct.

Supported Records and Areas

The Audit Trail is available for the following areas in Phase 1.

Action Behavior

Create

The Create action is displayed when a new Property, Unit, or Lease is created.

For Create actions:

• Field displays -

• Before displays -

• After displays -

If a Property is duplicated and saved as a new Property, the new Property will show a Create action.

If a Property is created as part of the Move Property process, the new Property will show a Create action.

Modify

The Modify action is displayed when a tracked field is updated.

For Modify actions:

• Field displays the changed field using the Tab: Field format

• Before displays the previous value

• After displays the new value

If multiple fields are changed in the same update, the Audit Trail may display one row per changed field.

Activate and Inactivate

The Activate action is displayed when a Property, Unit, or Lease is activated.

The Inactivate action is displayed when a Property or Unit is inactivated.

For Activate and Inactivate actions:

• Field displays -

• Before displays -

• After displays -

Move Property

When the Move Property functionality is used:

• The original Property displays the action as Move.

• The new Property created by the move displays the action as Create.

For Move actions:

• Field displays -

• Before displays -

• After displays -

Terminate Lease

The Terminate action is displayed when a Lease is terminated.

For Terminate actions:

• Field displays -

• Before displays -

• After displays -

Cancel Lease

The Cancel action is displayed when a future Lease is canceled.

For Cancel actions:

• Field displays -

• Before displays -

• After displays -

Exporting the Audit Trail

The Audit Trail can be exported from the Audit Trail modal.

Available export formats are:

• CSV

• Excel

• PDF

The exported file includes the same audit activity displayed in the modal.

For CSV and Excel exports, the file includes the following columns:

For PDF exports, the file includes:

• Title: Audit Trail: [Object Type] - [Object Key]

• Audit trail for: [Object Type] - [Object Key]

• Generated on: current date and time

• Generated by: user name or user ID, depending on availability

• Activity section with the audit trail records

Frequently Asked Questions

Which records have an Audit Trail?

The Audit Trail is available for Properties, Units, and Leases.

Why do Field, Before, and After show -?

Some actions are recorded as record-level actions instead of field-level changes. Examples include Create, Activate, Inactivate, Move, Terminate, and Cancel.

Why do I see multiple rows for one update?

When multiple fields are updated, the Audit Trail may display one row for each changed field.

What does the Source column mean?

The Source column shows where the action originated, such as the SIRE User Interface, API, Import, System Job, or Integration.

Why does Completed by show Sage Intacct?

This means the change originated in Sage Intacct and was integrated into SIRE.

What time zone is used in the Date column?

The Date column is displayed using the user's computer/browser time zone.

Can I export the Audit Trail?

Yes. The Audit Trail can be exported in CSV, Excel, and PDF formats.

Why can't I see the View Audit Trail button?

The Audit Trail follows the View permission for the record. If you do not have permission to view the record, you will not be able to access its Audit Trail.

Are deleted records included?

Delete actions are not included in the Phase 1 Audit Trail available from the record screens.