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Finding out who did what (the Decision Record)

AdministratorDirector or ownerYour first year1 minute to read

What you'll end up with: the answer to "who did this, and when?" for any decision in SynkroTech, ready to export for a client, an auditor or a tribunal.

Before you start you need: nothing.

Each decision is filed at the moment it is made and can never be edited or deleted. A request refused because the person was not allowed to make it is not recorded.

  1. Go to Settings, then Decision Record, under Access.
  2. To see one kind of decision, choose it under Decision Type: for example Demand, Duty, Portal login, User or Setting.
  3. Read each entry: when, who, what was decided, whether it was Applied, what it was about, and what changed (such as "off → 2h").
  4. To keep a copy, press Export. Technical Details on an entry shows the full record behind it.
The Decision Record
Steps 2 and 4.

You'll know it worked when: you can name who made the decision, when, and what it changed.

If something's wrong:

  • A decision you expected is missing. Choose All Decisions and press Refresh. Everyday changes to a record are on that record's Activity, not here.
  • You need to correct a decision. The record cannot be edited. Make the correcting decision; it is filed too, with your name.

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