Scope
This guide covers setup & configuration for Decision History & Audit Log. Availability depends on your tenant package, role and configured providers.
Purpose
Explain what changed, who acted and what advice was used.
Confirm audit scope, retention and authorised viewers.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Confirm audit scope, retention and authorised viewers.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Review change frequency, declined advice and incident context.
- Keep decision records tamper-resistant and strictly tenant-scoped.
Verify the result
Review change frequency, declined advice and incident context. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Keep decision records tamper-resistant and strictly tenant-scoped. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.