Audit Trail

The audit trail is FiscFlow's complete, field-level change history for a record - who changed what, from what value to what value, and when. It's how a district answers "what happened here, and who did it?" with confidence.

Who this is for: oversight, fiscal, and admin roles - access is granted by permission.

Opening the audit trail

On a record's detail view, the View Audit Trail action opens its history. Each entry shows the change (the property and its old and new values), who made it, and when - including record creation and deletion, not just edits.

The action appears only for users whose role grants Can View Audit Trail - see Security & user access.

Restoring a prior state

Users whose role also grants Can Restore From Audit Trail can roll a record back to an earlier recorded state - a safety net for an accidental or incorrect change. Because it reverses history, it's a deliberately restricted, high-trust permission.

Restoring changes data. Grant Can Restore From Audit Trail only to the small set of people who should be able to reverse changes, and prefer a correcting edit over a restore when either would do.

Audit trail vs. Notes

The two work together: the Notes & activity history tab is the readable workflow story (submitted, approved, rejected, plus comments), while the audit trail is the exhaustive, field-by-field change log underneath it. Reach for Notes to understand the flow; reach for the audit trail to see exactly what changed.

Applies to: FiscFlow · Setup · Security Last reviewed: August 2026