Activity Log (Audit Trail)

Q1. What is an Activity Log?

• The Activity Log is Juan’s audit trail feature. It provides an AI-generated summary of all changes made to a record.

• It shows what was changed, who made the change, and when it was updated.

Q2. Where can I access the Activity Log?

• Open a record, click the three-dot icon, and select Activity Log. The Activity Log is available for most records in Juan.

Q3. What can I expect to see in the Activity Log?

• A summarized view of all changes made to the record, including what was updated, who made the change, and when it occurred.

Q4. Can I download the Activity Log?

• No, downloads are not yet supported.

Q5. Is the Activity Log editable or deletable?

• Activity Logs cannot be edited or deleted.

Q6. Does the Activity Log update instantly?

• The Activity Log updates automatically whenever changes are made to a record.