SDM - Audit History & Reports

SDM - Audit History & Reports

Served Document Manager™ - Audit History & Reports

SDM keeps track of Intake Events across their whole lifecycle. There are two ways to see that history: Audit History, which gives you the complete record of a single Intake Event, and two standard reports, which let you pull data across many Intake Events at once.

Audit History

Every Intake Event has a history icon on the Document Viewer screen, next to the download icon above the Table of Contents. Click it to see the Audit History, which logs everything that happens to that event from creation through routing. Each entry shows the date and time, who took the action, and a short description of what they did — so you can always see how an event got to where it is.

Intake Events and Intake Event Child Document Reports

SDM has two standard reports for Intake Events:

  1. The Intake Events Report gives you a high-level view of intake volume and processing time - for example, how many events came in from a given source and how long they took to route.
  2. The Intake Event Child Documents Report zooms in on the individual documents inside your events - for example, confirming how a specific document was classified or routed.

To run either one, set the filters you want and select Run Report. You can save a configured report as a custom report for future use, once you set your filters and select Run Report, you can select Save As Custom Report.

Report Filters

  1. Row Limit: 5,000 (default, editable)
  2. Date Filter: Intake Event Date or Routing Date
  3. Date Range: Choose from standard date range options
  4. Source: All Sources (default) / ServePort / RA Feed / Internal / Manual
  5. Routing Type: All (default) / Manually Triggered / Auto-Routed
  6. Document Type: All (default) / Served Document / Non-Served Document

Intake Events Report Fields

  1. Intake Event File Name: Name of file
  2. Intake Event ID: Unique ID for the Intake Event
  3. Intake Event Date: Date the Intake Event was created
  4. Number of Documents: Number of documents in the Intake Event
  5. Child IDs: IDs of all child documents, separated by commas
  6. Source: Where the Intake Event came from
  7. Source Details: Additional detail about the Source
  8. Routing Type: Manually triggered or auto-routed 
  9. Routing Initiated By: Manual: Username | RA Feed: RA Name | ServePort: Issuing Party | Auto: Safari AI
  10. Processing Days (Business): Business days from Intake Event Date to Routing Date
  11. Processing Days (Calendar): Calendar days from Intake Event Date to Routing Date.

Intake Events Child Documents Report Fields

  1. Intake Event File Name: Name of the Intake Event
  2. Intake Event ID: Unique ID for the Intake Event
  3. Intake Event Date: Date the Intake Event was created
  4. Child ID: Unique ID for a child document within an Intake Event
  5. Document Type: Served Document or Non-Served Document
  6. Served Document Type: Matter Type
  7. Served Document Subtype: Subtype of the Matter
  8. Safari ID: Blank for NSD documents
  9. Source: Where the document came from 
  10. Source Details: Additional detail about the Source
  11. Routing Type: Manually triggered or auto-routed
  12. Routing Initiated By: Manual: Username | RA Feed: RA Name | ServePort: Issuing Party | Auto: Safari AI
  13. Routing Date: Date the document was routed
IdeaIf you would like timestamps included, go to Reports > Data Exports and select either Intake Events or Intake Event Child Documents from the Export Type dropdown. This will download a separate Excel file that includes timestamps.
Is there a question we haven't answered? Please send it to us at support@safarilaw.com



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