Audit Template Customizations#
You can run the template customization audit tool on a selected hierarchy node to identify template definitions and instances that were not delivered in the standard template packages during an installation or upgrade.
The audit report includes custom model schema definitions as well as data, domain, and view instances created on the hierarchy node as a result of workflow execution.
Use the report to verify that there are no unexpected instances at the specified hierarchy node.
Procedure#
Log in as a customer administrator or higher.
Set the hierarchy path to the level from which you want to run your audit.
From a given hierarchy node, you can audit customized templates at the node, and at nodes directly above or below the node in the hierarchy tree.
Choose Administration Tools > Reports > Audit Template Customization.
Choose the hierarchy node for which you want to audit customized templates.
Click Save.
What to Do Next#
View the audit report. See “View Template Customization Audit Reports”.