Watchlist Overview
Overview
Watchlist allows users to follow specific entities and monitor future activity around them.
What this feature does
It helps users focus on important records such as high-value clients, sensitive invoices, critical projects, or suspicious records.
Why it is useful
- It reduces manual checking for important records.
- It supports focused monitoring.
- It connects embedded history tools with ongoing follow-up.
Who should read this?
RISE Admin, Project Manager, Support Manager, Security Officer.
Where to find it
Rise Audit Pro → Watchlist.
How to use it
- Open Watchlist.
- Review watched entities.
- Add or remove entities depending on the workflow.
- Use related history or activity pages for investigation.
Example workflow
A support manager watches a high-value client’s record during an escalation period so changes are easier to track.
Screenshot
Screenshot required
Capture from: Rise Audit Pro → Watchlist
Capture from: Rise Audit Pro → Watchlist
Common mistakes
- Watching too many records.
- Forgetting to unwatch records after an investigation.
- Assuming watchlist changes permissions.
Related articles
- Watch an Entity
- Unwatch an Entity
- Watchlist Page
