Security and Audit

Your information is secure with Treeno Document Management.

Treeno security lets you control who has access to different parts of the system and which actions they can perform. The permission set determines how users interact with cabinets, folders and file types and individual files and documents.

Manage security in Treeno in the following ways:

• Department level – All rights (system, group, and user) are assigned by department.
• System level – Set global permissions that apply to all groups within a department.
• Group level – The most efficient way to manage security because you only need to set up security permissions once for multiple users.
• User level – If necessary, you can set permissions for individual users; however, it is recommended that you set security at the group level whenever possible.

Detailed System Audit Trail

All electronic document management system transactions in Treeno are audited, allowing you to monitor a document’s progress and anticipate any bottlenecks or issues before they arise.

The audit table displays a history of transactions based on defined search criteria. Information is detailed in the following columns:

• ID – The system-generated ID assigned to each transaction record.
• Username – The name of the user who performed the transaction.
• Date/Time – The date and time the transaction was performed.
• Info – Metadata contained within the transaction record.
• Action – The type of transaction performed.

Treeno Detailed File Level Audit

Document Level Audit

All activity for a specific file is recorded and stored. With a drop down report users can look up the history of any particular file. The detailed report tracks the file by who viewed and/or performed any action with the file and date and time. The report is available at the document level and allows organizations to comply with regulations such as FDA, 21 CFR.