This article walks through the AgentSync audit log and how to review which NPNs were updated in the daily sync.
This article walks through:
- Defining the AgentSync Audit log on your producer's contact, user, or account record
- Walking through how to review updates from the daily NIPR sync
Want to learn more about how the sync between NIPR and AgentSync works? Check out our micro-course here in AgentSync Academy!
When reviewing your producer’s contact, account, or user record - you will likely find a section on your page titled “audit log.”
The AgentSync Audit log is a record of the information that was pulled when the sync between this producer and NIPR is initiated.
AgentSync Tip: Customers frequently ask why the audit log doesn't show daily updates. The audit log is only updated when the sync is initiated, you complete a NIPR re-sync, or there was a change to the producer’s NPN.
If you would like to view any changes to your producer records in AgentSync after the NPN sync, simply follow these steps:
- Type in AgentSync Audit Logs in the 9 dotted square on the top left side of your screen
- Change your view from recently viewed to alerts reports
- Click the filter button on the right hand corner of the page
AgentSync Note: Your targeted list is the list of NPNs that are active in your system. This informs AgentSync which NPNs to pull updates for. Your subscribed alerts are a daily change log of what has been updated in your AgentSync org through the NIPR sync.
Once you click into your subscribed alerts, you will see a section titled “AgentSync Report files” with each object that is updated through the NIPR sync in AgentSync.
By clicking into one of the hyperlinked objects, you can pull a coded file of the updates made in AgentSync that morning by selecting one of the “notes and attachments” files.
AgentSync Tip: To learn more about the daily NPN sync, check out this article.