The Audit Log in SchemeServe provides a clear record of activity within your site. This guide explains the table layout and the meaning of each event type so you can understand and trace actions with confidence.
 

Audit Log Table Columns
Below is a simple explanation of each column shown in the audit log:

• Date & Time
  The exact date and time the event took place.
• Event Type
  The category of activity that occurred (e.g., Login, Client, Policy). A full list of event types is included later in this document.
• Reference
  The item or record the event relates to. This may be a username, client ID, scheme ID, policy number, or another internal reference.
• Action
  What happened during the event. Common actions include:
  - Success – The action completed successfully (e.g., successful login).
  - Updated – A record was changed.
  - Created – A new record was added.
  - GoLive – A scheme or item was published.
• User Name
  The SchemeServe user or system account that performed the action.
• IP Address
  The IP Address from which the action was performed. Useful for security checks and tracking access.
   

Event Types Explained

Here is a list of all event types available in the Audit Log and what they represent.

• Account
  Changes to user accounts, such as updates to profiles or settings.
• AgentStatementSentToAgent
  Records when an agent statement has been generated and sent.
• Case
  Activity relating to cases (policies) within your site
• Claim
  Events relating to claim creation or updates.
• Client
  Creation or updates made to client records.
• DocumentTemplate
  Changes to document templates used for generating PDFs or dynamic documents.
• Endorsement
  Updates or creation of endorsements.
• Insurer
  Changes made to insurer profiles or configurations.
• Login
  Records user login attempts.
• 2FA
  Two‑factor authentication events – typically approval or verification attempts.
• MasterPin
  Events related to master PIN authentication (only used internally by SchemeServe).
• PasswordReset
  Tracks when passwords are successfully reset.
• PasswordResetRequest
  Captures when a user initiates a password reset process.
• Policy
  Policy‑related activity, including updates to policy details.
• QuotationTemplate
  Changes made to templates used for generating quotations.
• RateFile
  Updates to rate files used for calculating premiums.
• Rule
  Changes to rules (e.g., workflow rules).
• RuleAction
  Activity relating to actions triggered by rules.
• RuleCondition
  Changes to the conditions that define when rules activate.
• Scheme
  Events relating to schemes, including creation, update, or publishing (GoLive).
• User
  Changes to user accounts, permissions, or settings.

 How to Use the Audit Log:

1. Filter by date range to review specific periods.
2. Filter by event type to investigate specific categories of activity.
3. Review IP addresses to verify access locations.
4. Use Reference values to trace actions on policies, clients, or scheme items.
 

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