a year ago
Inline Edits in Audit Trail
New Feature: Inline Record Editing
- Inline Record Editing: We have introduced a new feature that allows Auditors on ING-Gauge the ability t to audit one or many records by selecting the edit icon one or many fields and making inline adjustments. This feature is designed to substantially reduce auditing time
- Dropdown Field Management: We have added strict control to dropdown fields like Agent and Product, ensuring that you can only select existing options from the dropdown. You can also create new agents or products conveniently through the Edit Product Metric drawer
- Performance Optimization: We understand the importance of a responsive and smooth application. In this release, we have optimized performance.
How to Access the New Features:
To start using the new inline record editing feature .
- To access the Audit Trail card settings, the user is required to navigate to the property dashboard and click on the "Settings" option.
- By default, the Audit Trail status is initially set to "Error." However, it is important to note that the Audit user has the flexibility to select and assign any desired auditing status according to their requirements.
- When there is a need to make modifications to any of the records within the Audit Trail, the process is straightforward. The user simply needs to click on the specific record they wish to edit. This action will enable them to modify any of the open fields within the record.
- After making the necessary edits to the record, the user can save their changes by clicking on the green "Accept" icon. Additionally, the end user has the option to approve an edited record, thus confirming the changes.
- Furthermore, the Audit user has the capability to create new products or users directly from the drawer within the Audit Trail interface. This functionality provides a convenient way to expand and manage the available resources within the system.