Helping sales admin keep track of all the activity on Mindtickle

The design process of creating Audit logs for Mindtickle

Type

0 -> 1, Web app feature

timeline

Jan 2022 - Mar 2022

My role

Responsible for the end-to-end design

Team

1 designer, 1 product manager, 1 ux writer, ~7 devs

Background

Organisations using platforms like Mindtickle have large admin user base. Tracking all the activities admins do on the platform becomes tedious & complicated. The support team is the one bearing the brunt of solving multiple issues on time by collaborating constantly between customers and developers.

Problem Statement

Site admins require visibility into all user activity on Mindtickle's admin platform.

Design Process

🗣️ Secondary research

📱 Market research

🧐 Insight synthesis

🧠 Ideation

📋 Stakeholder review

✨ Hi-fid for MVP

📩 User feedback

🪄 Improvements for next phases

Secondary research

What are the admins looking for?

At first, I found it challenging to create a database that would be easy for users to understand and use. To gain a better understanding of what users were looking for, I reviewed the support requests that were received on a daily basis. This helped me determine the most important information that needed to be highlighted. Additionally, I was conducting market research at the same time.

Understanding customer queries

I reviewed the tickets that the support team received on JIRA, and categorised the requests into three types:

1. Who updated the user's details? : when a user’s details are modified by adding, deleting or updating their profile.
2. Who updated this attribute? : when the content is modified by adding, deleting or updating it.
3. Who updated this user's details and attribute? : when both the above modifications occur together.

Market benchmarking

Competitor products were too technical, eg. Docebo
User-friendly experience of Dropbox, Notion’s activity log
While above options were user-friendly, they were not scalable.

Insights Synthesis

Creating simple patterns for the database

After synthesizing my research findings, I identified patterns that helped me design the layout of the audit logs.

Describe events in laymen language

For administrators, it's easier to comprehend an event when it's explained in simple language rather than technical terminology.

Make filtering through the database easy

A user will either come with all the information or clueless. It's the system's job to make it easy for them to find the exact event that happened.

Show important information upfront

After realising that most of the technical details in the audit logs were useless to the user, I made the decision to display only the necessary information.

ideation

Design explorations

The goal of the audit log design explorations was to create a layout where filters are easily accessible, and the list of events is easy to read.

Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.
Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.
Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.
Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.

Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.
Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.
Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.
Solution
User-centred audit logs
As an admin, you can easily access all events that have occurred in the last seven days by default. The table provides comprehensive information such as the event name, details, performer, and date, making it easier for you to review and track any activities.
Solution
Advanced filters
To help users easily navigate and find the information they need, I have divided the filters into two parts based on their context. If a user already knows about the event they are looking for, they can filter by events. On the other hand, if they are unaware of the event but know the user or attribute that it impacted, they can filter by attributes.
Solution
Deep dive into a specific event
Clicking on an event shows detailed information on a pop-up modal. Long details may get truncated in tables due to space constraints, hence the pop-up modal for a focused view.

Business impact

How did audit logs help the business?

Support tickets decreased significantly since admins monitored user activity through audit logs. The most commonly used filter was by user attribute, indicating that most tracked activities were related to user events.

Admin visitors in 6 months

536

From Aug, 2022 - Jan, 2023

Filter by attribute applied

491

Most applied filter was 'filter by user attributes'

learnings

Patterns, patterns, patterns.

Early feedback was instrumental in helping me quickly iterate on initial ideas and prioritize needs, such as easy event details comprehension and quick filtering.
The project's scope was initially to build a minimum viable product (MVP) and then expand it across the platform. To achieve this, a design approach was necessary that prioritised element reusability and easy detail addition. So, I focused on creating sentence patterns for event descriptions which can be reused for scaling.

Thanks for reading!

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Helping sales admin keep track of all the activity on Mindtickle