Administration SuiteApps

CSV Import for Audit Templates

You can now import audit template CSV files using the Import Assistant. For more information, see Importing Audit Templates as CSV files.

Changes in the Total Activity Trend Portlet

The Total Activity Trend portlet displays the percentage change versus the previous month when you hover over the graph points. Previously, this percentage was shown at the bottom of each KPI meter tile in the KPI portlet.

When you click on a particular month to view its daily trends, hovering over a daily point also shows the percentage change compared to the previous day.

Email Notification for Activity Log Purging Date

The Compliance 360 activity log retains data for up to 12 months. Starting with version 2.1.0, users with Administrator or Compliance Officer roles receive automated email notifications reminding them to download activity logs before they are purged.

Purging of data happens on the 1st day of the month. For example, all activity logs from July 2024 will be purged on August 1, 2025.

Three notifications are sent prior to the scheduled purge date, specifically on the 1st, 15th, and 25th of the month before the purging date.

Actions Performed Using SuiteFlow in Activity Log

The activity log now records actions performed through SuiteFlow. When a user with an Administrator role initiates a workflow on a record containing sensitive customer information, this action is now captured in the activity log.

Audit Templates

Audit templates are reusable templates that have pre-saved sets of audit controls. You can now create audit templates and import them when creating new audits.

Audit Templates List

You can manage the created audit templates in the Audit Templates list, which is filterable and sortable.

The Audit Templates list includes an Action column that displays the following buttons corresponding to each audit template:

• Edit – To edit the audit template.

• Delete – To delete the audit template.

• Export as CSV – To export the audit template as a CSV file.

Updates to the Audits List

The updated Audits list now displays the Action column that shows the following buttons corresponding to each audit:

• Edit – To edit the audit.

• View – To view the audit.

• Print – To print the audit as PDF file. You can also save the audit as PDF by clicking this icon.

Printing Audits

The new version of the SuiteApp now lets you print an audit. On the Audits list page, on the Actions column, click the Print icon on the audit row.

You can also save the audit as a PDF file before printing it.