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Policy History and Audit Logs

The Policy History feature provides a full audit trail for changes to policy fields. It records exactly what was changed, when it happened, and which user performed the action — giving you accountability across your entire team.

💡 Why Use This

Use Policy History when:

  • A policy record looks incorrect — Find out what was changed, when, and by whom.
  • You are auditing data entry accuracy — Review recent edits across your staff to ensure standards are being followed.
  • A policy appears to have disappeared — Check the Deleted Policy Log before recreating it to avoid duplicates.

🗺️ How to Access

Policy History is accessible from the individual Policy screen. Look for the History button or tab within the policy record.

How to Read the History

  • Yellow Highlights — Indicate the specific fields that were modified during an edit session.
  • Comparative View — The top row shows the current value ("Now"); the row below shows the previous value ("Before").
  • User Tracking — The system logs the Commission Tracker username and the RDP (Remote Desktop) connection details for full accountability.

Policy History Screen Change Log Highlights

Agent Split Changes

Changes to Agent Commission Splits are not captured in the Policy History view. Use the Payment History Deleted Payments screen to audit agent-level changes.

Deleted Policy Log

To view policies that have been removed from the system:

  1. Navigate to Tools → Deleted Policy Log.
  2. Review the list of removed policies, including the user who deleted them and the timestamp.

Deleted Policy Log

🔧 Troubleshooting

A policy I expected to find is missing from the system. Check the Deleted Policy Log in Tools → Deleted Policy Log before recreating the policy. If it was deleted in error, you may need to recreate it manually — there is no automatic restore from this log.

The Policy History shows a change but I don't know who made it. The User column in the history grid shows the Commission Tracker login name. If the login name is unfamiliar, compare it against your user list in User Management.

Need help? Contact support@commission-tracker.com