Approval history and audit trails
We know that keeping track of approval flows is essential for maintaining accountability and compliance within your organisation. This guide explains how to view, manage, and export approval history information in Zudello.
Best practices
- Review approval histories regularly to ensure proper workflow completion
- Download and store approval histories externally for audit purposes if required
- Use the direct document links in exported histories for quick reference
- Keep approval flows expanded when actively monitoring approvals
Viewing approval histories
Approval histories remain visible on all partially and fully approved documents. You can find the approval flow at the top left of any document with approvals. Click the arrow to collapse or expand the approval history view.
Approval histories include:
- The names of all approvers
- How many approvals were required at each step
- Each approver's response
- Details of any special approval actions like force approval, change of approver, or escalation
Downloading approval histories
To save an approval history externally:
- Click ... at the top of the document
- Click Download approval history
The system generates a PDF containing:
- Document details
- Module, submodule and form type
- Document number
- Date issued
- Document totals
- Supplier name
- Approval milestone information
- Milestone name
- Current status
- Timestamp of last status changes
- Approval step details
- Step name
- How many approvals were/are required for each step
- Status
- Timestamp of last status changes
- Approver information
- Names of assigned approvers
- Their responses
- Response timestamps
- Reasons for forced, changed, or escalated responses
- At the bottom of each downloaded approval history, you'll find:
- A link to the document in Zudello
- Information about the user who downloaded the history
Need help?
Contact your organisation administrator or Zudello support for assistance with approval histories.