Adding the audit trail
Live audit trails
The easiest way to get started with audit trails is to ask our web team to turn it on as a (live) overview of answered questions in the same page as the question forms (if they haven’t already).
Note that the installed audit trail XSL template may be older than this tutorial describes (should be this one). If something doesn’t work as expected, double-check with our web team.
You will then see the audit trail appearing in the preview pane, with the possibility for the user to open it in a second tab of their browser.
If all you need is a live audit trail, skip to part2 of this tutorial.
Audit trails for further use or processing
You may have other goals for your audit trail. These may be as varied as:
- e-mailing the document,
- offering it as a PDF download,
- sending it off to your internal document management system (DMS),
- or something we haven’t even thought of in all our wisdom.
If so, you will need to generate the audit trail explicitly in the model (well, maybe not for the last option, because then, as ever, it depends …).
Also, you will probably (but not necessarily) will want to create a PDF.
- If you do not want to create a PDF (but plain HTML), then:
- Download the html report XSL template;
- Add this as an XSL document to your model
- If you do want to create a PDF, then:
- Download the odt report XSL template;
- Add this as an XSL document to your model, and
- Tick the box next to ‘Use a PDF converter’.
- Ask our web team to (help) configure the server for document conversion
A note about the downloads: some browers will show you the contents of the XSL template files, instead of offering to download them. If so, choose
Save link asfrom the context (right-click) menu.