Summary / Purpose

This article explains how to determine which user created or updated records in Service Pro by customizing grid views to include audit-related columns.

Pre-Requisites

• Access to Service Pro with permission to customize grid views
• Familiarity with Service Pro’s column management interface

Instructions

Step 1: Customize the Grid View

1. Open the relevant module in Service Pro (e.g., Work Orders, Activities).
2. Right-click any column header and select Customize Columns or access the settings menu to modify columns.
3. Add the following fields to your grid view:
   • Created User
   • Created Date/Time
   • Last Updated User
   • Last Updated Date/Time
4. Save and refresh your view to apply the changes.

Step 2: Interpret the Data

1. Check the Created User field to determine who initially created the record.
2. If the value is apiuser, the record was created via automated integration (e.g., API).
3. Review the Last Updated User to see who last modified the record and when.

Expected Result

After customizing your grid views, you will be able to see and track who created and last modified each record in Service Pro, enhancing traceability and audit readiness.

Troubleshooting

• Issue: Columns are not visible after adding
  Solution: Ensure your custom view is saved and the interface has refreshed. Also verify you have sufficient permissions to view these fields.
• Issue: All entries show as “apiuser”
  Solution: This indicates the entries were created by an integration. Refer to API logs or integration reports for source details.

Related Articles

• None currently available

Reference Information

Applies to: IT Admins / Service Coordinators / System Auditors

Tags: Service Pro, Audit, User Activity, API

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