Change Log
View a complete history of all changes made within your Readybuild account.
Overview
The Change Log provides a comprehensive audit trail of all activities in your system. It tracks:
- Record Changes - Create, update, and delete operations on projects, contacts, estimates, and other entities
- Authentication Events - User logins, logouts, and failed login attempts
- Workflow Actions - Signatures, approvals, rejections, and exports
- System Events - Automated processes and integrations
Accessing the Change Log
- Go to Settings > Change Log
Filtering the Log
Use the filter panel to narrow down results:
Available Filters
| Filter | Description |
|---|---|
| Date Range | Filter by start and end date/time |
| Action Type | Filter by specific actions (Create, Update, Delete, Login, etc.) |
| Entity Type | Filter by record type (Project, Contact, Estimate, etc.) |
| User | Filter by the user who made the change |
Click Clear All to reset all filters.
Understanding the Log Table
Columns
| Column | Description |
|---|---|
| Timestamp | When the action occurred |
| Action | Type of action (color-coded) |
| Entity | Type of record affected |
| Name | Name of the record (clickable link) |
| Context | Related records shown as icons |
| User | Who performed the action |
| Field | Which field was changed (for updates) |
| Details | Summary of changes (old → new value) |
Action Types
| Action | Color | Description |
|---|---|---|
| Create | Green | New record created |
| Update | Gray | Existing record modified |
| Delete | Red | Record deleted |
| Restore | Blue | Deleted record restored |
| Login | Blue | User logged in |
| Logout | Gray | User logged out |
| Failed Login | Orange | Unsuccessful login attempt |
| Sign | Green | Document signed |
| Approve | Green | Record approved |
| Reject | Red | Record rejected |
| Export | Gray | Data exported |
| Send | Gray | Document or message sent |
Viewing Change Details
Click the info icon on any row to open the details dialog:
Summary Section
- Action type and entity
- User who made the change
- For updates: field changed and before/after values
Contexts Section
- Related records with clickable links
- Examples: associated project, contact, or estimate
Metadata Section
- For authentication events: IP address and user agent
- For deletions: Full deleted record details
- For other actions: Additional event details
Restoring Deleted Records
Administrators can restore deleted contacts, projects, and estimates directly from the Change Log. When a record is deleted, its row in the log displays a Restore button.
What Can Be Restored
| Record Type | Notes |
|---|---|
| Contacts | Restores the contact and optionally its associated projects and change orders |
| Projects | Restores the project and its parent contact if also deleted |
| Estimates | Restores the estimate, its parent project, and parent contact if also deleted |
How Restoration Works
- Filter the Change Log to show Delete actions
- Find the deleted record you want to restore
- Click Restore on that row
- The system checks for dependencies — if the record's parent was also deleted (e.g., the contact for a deleted project), you are shown what will be restored together
- Review the dependencies in the confirmation dialog and click Restore to proceed
The full dependency chain is restored automatically. For example, restoring a deleted estimate will also restore its parent project and parent contact if they were deleted.
Restoration is logged in the Change Log as a Restore action for audit purposes. Only users with the Company Setup permission can restore deleted records.
Deleting Contacts
When you delete a contact, Readybuild shows a delete preview listing everything that will be affected:
- The contact's projects are soft-deleted along with the contact
- Each project's change orders are also soft-deleted
The preview dialog lists all affected records so you can review before confirming. This ensures you understand the full impact of deleting a contact before proceeding.
Common Use Cases
- Audit compliance - Track all system activity for regulatory requirements
- Troubleshooting - Find when and who made a specific change
- Security monitoring - Review login attempts and user activity
- Training - Monitor new user activity
- Undo accidental deletions - Restore contacts, projects, or estimates that were deleted by mistake