The Audit Trail

For an estates team, the audit trail isn’t a feature — it’s the deliverable. Insurance renewals, ISO 27001, Ofsted, CQC and DSPT all ask the same question: who changed what, and when? Proprietas answers it by default.

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Logged by Default

Every write to a compliance, lease, contractor, work-order, financial or membership record produces an audit event in the same database transaction as the change itself. If the change is saved, so is its record — they can’t come apart. Each event captures:

• Actor — the user (or the system, for automated jobs like reminders)
• Before and after — snapshots of what changed
• IP and user-agent — the request context
• Subject — exactly which record was touched

The log is immutable — events are written once and never edited or deleted.

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What’s Covered

The audit trail spans the whole product — over a hundred event types — including:

• Compliance: certificate uploaded, replaced, regime pack applied
• Leases: uploaded, amended, break/review added or removed, deed created
• Members: invited, accepted, role changed, join requested / approved / denied
• Work orders: created, quoted, tender overridden, payment logged, completed via portal
• Billing: subscription started, upgraded, downgraded, payment succeeded / failed
• Contractors, properties, rent, documents, and data-rights actions (export, erasure)

Even actions taken by contractors through the portal — who don’t hold full accounts — are attributed and logged.

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In the App

The Audit Log (under Reports) is a read-only feed with filters for event kind, the record touched, the actor and a date range. It’s exportable, so you can hand an inspector or insurer exactly the slice they asked for.