Modifying the audit trail of a case

You can modify the audit trail of a case. By controlling which events are included in the case history, you can help stakeholders understand how a case was processed, and reduce the volume of history records in your system.

1. Add localized messages to the audit trail by using one of the following techniques:
   • Adding a step to the life cycle of a case that provides a field value in the Audit note field.

   • Configuring a Utility shape in a flow that calls the standard Work-.AddHistory activity.

2. Customize the standard Work-.FilterHistory decision tree in your application to control which steps in a process add information to the audit trail.
3. Customize the standard Pega-ProCom.FilterHistory system setting in your application to control which systems add information to the audit trail.
4. Optional: To control which cases include the case worker's geographic location, update the standard pyGeolocationTrackingIsEnabled when condition for each class of case type in your application.