Audits

TrialGrid automatically tracks changes to certain object types, recording what changed, when, and by whom. Audit history is visible on the Activities tab when viewing an object.

Audited Object Types

The following object types have full audit tracking:

  • Custom Objects -- all user-managed custom object types have their property changes tracked.

  • Test Cases -- changes to test case content, name, template status and priority are tracked.

The following object types are not audited:

  • Rave objects -- Forms, Fields, Edit Checks, Folders, and other Medidata Rave object types are not audited. Changes to these objects are recorded in the Activities tab as text descriptions but without structured change tracking or revert capability.

  • Veeva objects -- Veeva object types are not editable with TrialGrid and are not audited.

Viewing Changes

When an audited object is modified, the Activities tab shows a View changes link next to the activity record. Clicking this link expands a table showing what changed:

  • For Custom Objects: a table showing the property name, the value before the change, and the value after.

  • For Test Cases: a diff view showing lines removed (in red) and lines added (in green).

Reverting Changes

For audited objects, a Revert button appears next to changes on the Activities tab. Clicking Revert restores the changed properties to their values before that specific change was made. Later changes to other properties are preserved -- only the properties modified in that specific change are reverted.

Note

The Revert button is only visible to users with the appropriate permission:

  • Custom Objects: requires the Edit Draft Objects permission.

  • Test Cases: requires the Manage Tests permission.

Revert Limitations

A revert may not be possible in all cases. The following situations will prevent a revert:

  • Property definition deleted: if the property definition has been removed since the change was made, the change cannot be reverted.

  • Value no longer valid: if a choice option has been removed, a text validation pattern has changed, or a referenced object has been deleted, the old value may no longer be valid.

  • Duplicate identifier: if reverting would create a duplicate identifier (because another object now uses the old identifier value), the revert is blocked.

  • Properties reserved for Actions: properties that are controlled by Actions cannot be reverted manually.

  • Draft is locked: changes cannot be reverted in a locked draft.

In all cases, if a revert cannot be completed, no changes are applied and an error message is displayed explaining the reason.

Custom Properties on Other Object Types

Custom Properties can be defined on any object type (Forms, Fields, etc.). Changes to custom properties are tracked by the audit system regardless of the object type they are attached to. However, the View changes and Revert features on the Activities tab are currently only available for Custom Objects and Test Cases.