Contract Changes
Overview
Contract changes are audit events related to contract records, terms, amounts, dates, status, or linked clients where supported.
What this feature does
They help administrators and managers review sensitive changes to agreements.
Why it is useful
- Contracts can have legal and financial impact.
- Changes to contract dates or values should be traceable.
- Audit records help explain who changed agreement information and when.
Who should read this?
System Owner, Finance Manager, RISE Admin, Compliance Officer.
Where to find it
Rise Audit Pro → Finance Audit Trail, or Activity Log filtered by contract entity.
How to use it
- Open Finance Audit Trail.
- Filter by contract entity.
- Review recent contract events.
- Open change diff where available.
- Export or document important contract changes if needed.
Example workflow
A contract end date changes unexpectedly. The compliance officer checks the audit record to identify the user and timestamp.
Screenshot
Screenshot required
Capture from: Rise Audit Pro → Finance Audit Trail → Contract events
Capture from: Rise Audit Pro → Finance Audit Trail → Contract events
Common mistakes
- Ignoring contract metadata changes.
- Assuming legal documents outside RISE CRM are audited by the plugin.
- Not controlling who can update contract records.
Related articles
- Sensitive Data and Privacy Notes
- Understanding Change Diffs
- Finance Audit Investigation Workflow
