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View a Client's Audit Trail

Every client has an Audit Trail that records the changes made to their record, including who made each change and when. It's a useful reference for reviews and for evidencing changes to a care client's information.

View a Client's Audit Trail​

To view a client's audit trail, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Clients" section and open the client.
  3. Open the "Audit Trail" tab.
  4. Review the recorded changes, each showing what changed, who made the change, and when.

For a record of care tasks delivered to the client, see View Care History instead. If you have any questions or need help, please contact Workmax Support.