Audit Policies
When to use this screen
Configure what is logged / who can see it (visibility + logging policies, preview, history). Wrong policy makes Activity Management look “empty.”
Who can open it / who to ping
- Open: Audit visibility policy view. Ping security before hiding a category — that is a compliance decision.
Find the record
Open Admin → Reporting & Logs → Audit Policies. Preview before save.
Happy path
- Preview the policy against a sample.
- Save only with security on the ticket.
- Check history if someone asks “when did we stop logging X?”
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| CRUD policies | Tighten or restore logging | Staff visibility — not trader-facing |
| Preview / history | Before/after | Read |
If this fails
- After save, old events are not retroactively created.
- Over-redaction: support cannot investigate — have a break-glass role.