How to Track Activity and Data Changes

Ensuring data integrity and accountability is core to PropertyCareApp. The system provides a dual-layered approach to tracking modifications: manual collaborative notes and an automated, unchangeable system audit trail.

Step 1: Using Manual Notes for Collaboration

On every edit page (Contacts, Units, Users), you will find a Comments/Notes module. This allows your team to:

• Add Context: Explain why a change was made (e.g., "Updated address per client request"). [00:04]

• Tag Colleagues: Use the @ symbol to mention a teammate. They will receive an immediate notification, ensuring nothing is overlooked. [00:09]

Step 2: Accessing the Automatic Audit Trail

While notes are manual, PropertyCareApp automatically logs every data field modification in the Last Changes tab. Each log entry specifies: [00:16]

• Who: The user who made the change and their system role. [00:24]

• When: The exact timestamp of the update.

• What: The specific field modified, showing both the Before and After values. [00:27]

Step 3: Managing Sensitive Logs

For highly sensitive data like Contacts, Users, and Building Units, a dedicated Log menu is available in the sidebar. This centralized view allows administrators to:

1. Navigate to the specific Log menu (e.g., Contacts Log). [00:31]

2. Monitor all modifications across these critical modules in a single list.

Step 4: Filtering for Precise Auditing

To find specific information quickly, use the built-in filters:

• Filter by User: Track the activity of a specific employee for performance reviews or troubleshooting. [00:36]

• Filter by Date: Narrow down logs to a specific time range to audit changes during a project phase or billing cycle. [00:41]