{"id":2355,"date":"2024-02-07T12:09:54","date_gmt":"2024-02-07T12:09:54","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&p=2355"},"modified":"2024-03-26T10:06:32","modified_gmt":"2024-03-26T10:06:32","slug":"using-notes-to-keep-a-good-audit-trail","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/using-notes-to-keep-a-good-audit-trail\/","title":{"rendered":"Using Notes To Keep A Good Audit Trail"},"content":{"rendered":"

Don\u2019t miss a thing while doing your benefits admin. Here\u2019s how Notes work in My.Drewberry, and how to make the most out of them.<\/strong><\/p>\n

What Are Notes, Anyway?<\/h2>\n

Your My.Drewberry portal automatically tracks and timestamps any changes in the “Notes History” section. But you can also add your own to keep a clear audit trail for why<\/strong> any changes have been made.<\/p>\n

\"\"<\/p>\n

How Do Notes Get Created?<\/h2>\n

Notes get automatically generated when certain changes happen, such as:<\/p>\n

    \n
  • A benefit selection has been approved<\/li>\n
  • A date has changed on a benefit<\/li>\n
  • An employee has been denied a benefit<\/li>\n
  • Benefit criteria has changed<\/li>\n
  • An employee has changed category<\/li>\n
  • An employee\u2019s key details have been updated.<\/li>\n<\/ul>\n

    Can I Make My Own Notes?<\/h3>\n

    Yes, you can! Alongside the automated tracking, you can add your own notes to provide context around any changes, or to add anything else that might be relevant. It all helps to provide a better audit trail!<\/p>\n

    You can add Notes on any employee contact record in the \u201cManage Employees\u201d tab, or within your individual benefit tabs.<\/p>\n

    How To Add A New Note<\/h2>\n

    Let\u2019s say you just want to do something really simple like make a quick note on an employee\u2019s profile. Here\u2019s how to do it<\/p>\n

    Step 1: Log In To The Admin Centre<\/h3>\n

    First thing you need to do is head to your admin dashboard. Click the settings cog in the top right corner of your portal. Select \u201cAdmin\u201d and you\u2019ll be taken to your employer dashboard.<\/p>\n

    \"\"<\/p>\n

    Step 2: Click \u201cManage Employees\u201d<\/h3>\n

    Click the \u201cManage Employees tab\u201d and select the \u201cManage Existing Employees\u201d icon.<\/p>\n

    \"\"<\/p>\n

    Step 3: Find Your Employee<\/h3>\n

    Scroll to the list of your employees. Select the employee whose record you want to make a note in, and click the grey downward arrow. This will expand their content record and audit trail.<\/p>\n

    \"\"<\/p>\n

    Step 4: Click \u201cAdd Note\u201d<\/h3>\n

    Within the employee\u2019s contact card, you\u2019ll see a blank box with the option to add a new note, along with Notes History underneath. Click the pencil icon at the bottom right of the white box to write a new note.<\/p>\n

    \"\"<\/p>\n

    Step 5: Write A Note And Save<\/h3>\n

    Enter your note in the box and click save. Your note will now be available on the audit trail.<\/p>\n

    \"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

    Don\u2019t miss a thing while doing your benefits admin. Here\u2019s how Notes work in My.Drewberry, and how to make the most out of them.<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[64,63],"class_list":["post-2355","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-tag-audit","article-tag-notes"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=2355"}],"version-history":[{"count":5,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2355\/revisions"}],"predecessor-version":[{"id":2912,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2355\/revisions\/2912"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2355"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2355"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}