How Do I View the Workflow Activity and Audit Logs?

IN BRIEF
Autopilot Activity and Audit Logs provide visibility into when workflows run, what actions were taken, and whether those actions succeeded, failed, or were canceled. These logs are essential for reviewing workflow behavior, troubleshooting unexpected results, and auditing changes made to workflows over time. 

Overview

Autopilot includes two separate but related logging views:

  • Activity View, which shows each time a workflow is triggered and the outcome of that run.
  • Audit Logs, which track changes made to workflows themselves, such as when they are created, updated, enabled, or disabled.

Together, these logs help staff understand both what a workflow did and what changes were made to it.

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Accessing the Feature

  1. From the main navigation menu, go to Autopilot.
  2. Select Activity to view workflow run history, or Audit Logs to review workflow changes.

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Step-by-Step Instructions

Viewing Workflow Activity

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Whenever a workflow is triggered, the System creates an entry in the Activity view. Each entry reflects the outcome of that workflow run.

Workflow statuses are indicated as follows:

  • Canceled workflows
    • Displayed with a prohibition symbol (“no” symbol).
  • Successful workflows
    • Displayed with a checkmark inside a green circle.
  • Failed workflows
    • Displayed with an “X” inside a red circle.

To review additional details for a workflow run:

  1. Locate the workflow in the Activity list.
  2. Select the workflow title.
  3. Review the Timeline, which shows:
    • Triggers that initiated the workflow.
    • Actions performed by the workflow.
    • Requests sent by the workflow.
    • Responses received from the System.
  4. Expand the Request and Response sections to view additional technical details, if needed.

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Important Notes About Filtered Workflows

  • If no families are found that meet the filter criteria:
    • The workflow is marked as successful.
    • No communications are sent.
    • The Activity Log will indicate that no families matched the search criteria.
  • If all families meet the filter criteria:
    • The workflow is marked as failed.
    • No communications are sent.
    • This usually indicates that the filters are too broad and need to be refined.
    • The Activity Log will reflect this so staff know the workflow should be updated to further limit the criteria.

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Viewing Audit Logs

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The Autopilot-specific Audit Logs focus on changes made to workflows rather than individual workflow runs.

Autopilot-specific Audit Log entries reflect actions taken on workflows, including:

  • Created
  • Deleted
  • Disabled
  • Enabled
  • Updated

Any actions triggered by a workflow—such as communications being sent—are not logged here. Those actions are recorded in iClassPro’s full Audit Log, which is accessible from the User Menu.

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Troubleshooting & FAQs

  • Why does a workflow show as successful even though no messages were sent?
    • If a filtered workflow finds no families that meet the criteria, it is marked as successful. The Activity Log will note that no families matched the search, which explains why no communications were sent.
  • Why is my workflow marked as failed when everyone matched the filter?
    • Filters are generally expected to narrow results. If all families match, the workflow is marked as failed to indicate that the criteria may be too broad and should be refined.
  • Where can I see emails or texts sent by a workflow?
    • Communications triggered by workflows appear in iClassPro’s full Audit Log, accessible through the User Menu, not in the Autopilot-specific Audit Logs.
  • What is the difference between workflow Activity and Audit Logs?
    • Activity logs show each time a workflow runs and what it did. 
    • Audit Logs show changes made to the workflow configuration itself.

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Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).