The Activity Log plugin in Lender Toolkit's Toolshed
provides an easy to use interface for reviewing, analyzing, and exporting Loan
Open and Close events and includes the UserID, IP address, Computer Name, and
Security and permissions to Encompass are one of the highest
time-spends for Encompass Administrators in an industry that is full of
regulation. This tool makes it easier for administrators to monitor who is
accessing loans and where from a high level. This information can be used to
determine how to best improve the security of their environment.
1. Installation of the Activity Log tool
is done through the Toolshed Plugin under the Expert tier, ensure that the
Activity Log tool is licensed through Toolshed before continuing.
2. In the Toolshed Plugin, ensure that the
Activity Log is activated under the “Settings” button. When the tool is active,
you’ll see a button from the main PowerTools Expert tab with “Activity Log”
written on it.
3. You can download the log files from the CDO management
tool in the Input Form builder. Log files are created on a per quarterly basis. (See image in update section below which provides an example of the naming convention.)
4. You'll notice that when you open the log text files
manually, these text files also contain the loan GUID. This can be used for
custom implementations for tracking loans and getting additional information
through the SDK if needed.
As of 08/04/2022, all previous CDOs of activity logs formatted ActivityLog_yyyy_mm_dd will be archived to ActivtyLog_Archive the first time a Super Admin logs into the environment. This action will only occur once.