PLATFORM WORKFLOW
Task Description: How to access and use the Logs module
Objective: To show Organization Admins how to access and use the Logs in their organization
Organization: HIPAA enabled organizations
System Permission Level: System Admin and Organization Admin
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Logs tab on the Module Menu Panel.
Step 5
Once you have entered the Logs module, you will see the most recent activity entries, along with filters for the Date Range, Event Type, User Name, and a Search Bar.
Step 6
By default, the date range will be set to the current date. If you wish to change the date range, click the date range field in the top left corner.
Once the calendar pop-up appears, you can select a present date range on the right side of the pop-up or utilize the calendar to select a start and end date. Once you have selected your desired date range, click the blue check mark in the bottom right corner of the pop-up to update the activity shown.
Step 7
If you wish to see only specific activity, you can use the Event Type filter. To view a specific event type, click the Event Type dropdown and select the type you wish to view. You can choose one of the following event types.
Contact – Displays when a contact is added, edited, deleted, or viewed.
Login Activity – Displays when a user logs in or out, as well as entering a 2FA code.
Member Management – Displays when a member is added, edited, or deleted.
Patient Rounding Dashboard – Displays when a round is created or updated.
User Management – Displays what a user is created, updated, deleted.
Step 8
If you wish to see activity from a specific user in the account, click the User Name dropdown to only see activity performed by a single user.
Step 9
The Record Name dropdown will list the names of the contacts in the account that fall under the Date Range, Event Type, and User Name configurations you have previously set. Click on the contact to add it to your filter configuration.
Step 10
In addition to using the filters mentioned above, you can also use the Search Bar in the top right corner to search for the name of a specific user, record, or member.
Step 11
Once you have configured one or more of the filters previously mentioned, click the Filter Button for said filters to go into effect.
Step 12
If you wish to clear the filters you have enabled, click the Clear Filter button.
Step 13
Any edits or deletions will have hyperlinked text in the Activity column.
By clicking on the Contact Updated text, you will be able to view any fields or assigned user changes.
Clicking on the Restore Contact text will display a pop-up asking you to confirm you wish to restore the deleted contact, by typing “Restore” and clicking submit.
