On the History tab, you can view the actions of users throughout the workspace. Relativity has a comprehensive audit system that logs actions that users perform, object types, timestamps, and other details. This tab also includes views and filters to help you navigate through the audit records.
This page contains the following sections:
You’re a system admin and you recently had to let one of your reviewers go after it was discovered that he'd insufficiently redacted sensitive information contained in a large group of documents right before you were planning to produce those documents and send them to the presiding judge. In addition to going back and correctly applying that reviewer's redactions, you need to look up all the other places in the workspace in which he might have incorrectly coded documents or, in general, entered inaccurate information.
To find all areas in the workspace that this reviewer touched, you navigate to the Administration tab, then to the History tab. Since he'd been working on this project for at least a month, you change the view from its default of Document Updates - Last 7 Days to All History. Then you simply filter the User Name field and select the name of the reviewer.
When the results come back, you notice that this reviewer was particularly active and that there are over 1,000 user actions attached to his name. To ensure that none of these actions compromised any other segment of the review project or skewed information intended to be used as evidence, you need to review each one. To help in this effort, you enlist two of your more reliable reviewers to go through this list of History items and check the departed reviewer's clicks.
You can customize the views available on the History tab or create new views as necessary. The History tab includes pre-configured views for recently updated documents, long running queries, and imaging history, which you can modify.
The following fields are available in views on this tab:
- Action - the user activity captured in the audit record.
- Artifact ID - the artifact ID of the audit action.
- Details - the detailed description of the audit action.
- Execution time - the length of time in milliseconds for a document query to run.
- ID - the identifier for the audited item; each tracked action has its own unique identifier.
- Name - the name of the object.
- Object type - the type of object.
- Request origination - the connection details for the user that sent the change request.
- Timestamp - the date and time when the audit action occurred.
- User name - the user who initiated the action.
Exporting a View
You can export the contents of a view in the Choice Legend. To begin, click the Choice Legend icon and then click the Excel icon in the top-right of the Choice Legend pop-up. Only the currently-loaded records are included in the Excel file. For example, in the following workspace, only 1,000 records would be included instead of the full 2,501 records.
Some features' history views are more detailed.
- For more information on saved search history, see Saved search history.
On the History tab, you can search for specific audit records by using filters just as you would on other tabs.
You can also search for choice values using the Details Filter. Actions related to field choices are recorded using Artifact ID. To display the Artifact ID for choice values, click the Choice Legend icon in the view bar.
On the Choice Legend pop-up, you can search for choices in the workspace, their artifact IDs, and their associated fields. You can then enter the Artifact ID listed for a choice value in the Details Filter and filter the audit records.
Note: You can also use views to filter audit records. See History view fields.
The following table lists audited actions in Relativity:
Note: If you perform a job while previewing a user's security settings, the audit action will be credited to your username and not to the user whose security you were previewing when you started the job.
|Action name||Description of activity|
|CaseMap - Add Document||A document was sent to CaseMap.|
|CaseMap - Add Fact||A selection of text from the viewer was sent to CaseMap as a fact.|
|Conversion Complete||A file was converted by way of a user clicking on a file link in the document list, running an imaging set, imaging on the fly, running a mass image operation, or switching to text or production mode in the viewer.|
|Create||An item was created.|
|Delete||An item was deleted.|
|Document Query||A query was run on a list of documents, or a document query was canceled. (A message indicating that a query was canceled is displayed in the details and on the Query Text pop-up.)|
|Export||The contents of a production set, saved search, folder, or subfolder were exported.|
|Images - Created||Images were created.|
|File Download||A file was downloaded through the Single
|File Upload||A file was uploaded through the Single
|Images - Created for Production||Images corresponding to a production outside of Relativity were imported into the system.|
|Images - Deleted||Images were deleted.|
|Import||Content associated with a load, production, or image file was imported.|
|Markup - Image - Created||Redactions or highlights were added to an image.|
|Markup - Image - Deleted||Redactions or highlights were removed from an image.|
|Markup - Image - Modified||Redactions or highlights were moved, resized or edited on an image.|
|Markup - Native - Created||Redactions or highlights were added. This audit entry applies to transcripts only.|
|Markup - Native - Deleted||Redactions or highlights were removed. This audit entry applies to transcripts only.|
|Markup - Native - Updated||Redactions or highlights were moved, resized or edited. This audit entry applies to transcripts only.|
|Move||A document was moved from one folder to another.|
|Native - Created||A native file was loaded into Relativity.|
|Native - Deleted||A native file was removed from Relativity.|
|Pivot Query||A Pivot report was run, or a Pivot report was canceled. (A message indicating that a query was canceled is displayed in the details and on the Query Text pop-up.)|
|A document was printed. (ActiveX viewer only)|
|Production - Add Document||A document was added to a production.|
|Production - Remove Document||A document was removed from a production.|
|Query||A process ran a query (such as categorization), or a query was canceled. (A message indicating that a query was canceled is displayed in the details and on the Query Text pop-up.)|
|RelativityScriptExecution||A Relativity script was run.|
|ReportQuery||A summary report was run.|
|Run||A file was imaged, saved as a PDF, or otherwise converted for viewing|
|Search Cache Table Creation||A search cache table was created. (Search cache tables are created the first time you search for a term or phrase using dtSearch or Relativity Analytics.)|
|Security||Security rights were assigned or changed|
|Tally/Sum/Average||The mass operation Tally/Sum/Average was run in the workspace.|
|Update||Document metadata was updated on a single-document basis. In addition, filters on information related to applications installed through the workspace or by an agent.|
|Update - Mass Edit||Document metadata was updated on a mass basis.|
|Update - Mass Merge||An entity was mass merged.|
|Update - Mass Assign to Entity||An alias was mass assigned to an entity.|
|Update - Mass Replace||Document metadata was edited using a text mass replacement.|
|Update - Propagation||Document metadata was edited according to a propagation rule.|
|View||A document was viewed.|
|Workspace Upgrade||Details about scripts run on a workspace during an upgrade.|
Note: No login action exists when you access a workspace. Relativity interprets the login based on any other auditable action in the workspace. For example, if you view a document in Workspace A, Relativity audits that view action on the History tab and indicates that a user accessed Workspace A.
You can export a history list view as a .CSV file using the following steps:
Note: When Audit is installed, you can't export from the History tab.
- Navigate to the History tab.
- Select the history objects you would to export.
- Click Export to File.
- A pop-up appears. Select values for the fields:
- Format - select comma Separated Values (.csv), which creates a comma delimited text file.
- Encoding - select the desired encoding for the output file.
- Escape Formulas - select yes or no. When you select yes, any line starts with the following special characters: =,@,+,-, or if the line starts with any combination of spaces before those characters, Relativity prepends a single quote to the line.
- Click Run to export the file or Cancel to cancel the export.