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Panel manual · Platform · 7 min

Operations & Audit

Monitor services, alerts, security-relevant activity and support evidence.

01

Purpose and location

Monitor services, alerts, security-relevant activity and support evidence.

Open Platform → Operations & Audit. The available controls depend on the active edition, module entitlement, role and tenant scope.

RelayPBX operations and audit screen with service health and diagnostic controls
Operational evidence combines service health, accountable audit records and consented support diagnostics.
02

Before you start

Platform changes can affect every tenant. Confirm a recent verified backup, an audit owner and a maintenance window whenever the operation can restart services or change entitlement.

Capture the current value or export the affected records before a bulk or routing change. This gives the operator a precise comparison point and makes a supported transaction undo easier to assess.

03

Step-by-step workflow

Complete the steps in order. Do not combine an initial configuration with unrelated cleanup; small, attributable changes are easier to test and reverse.

  • Review active alerts by severity.
  • Acknowledge only with an owner and note.
  • Filter audit records by actor, IP and target.
  • Create a redacted support bundle when required.
04

Field reference

Use the reference below while completing the form. Fields hidden by edition, module entitlement or role are intentionally unavailable to the signed-in user.

Service health
Database, PBX, capture, storage and supporting service state.
Alert severity
Operational urgency and escalation target.
Audit record
Actor, source IP, action, target and redacted metadata.
Diagnostic bundle
Time-limited support evidence with customer consent.
05

Acceptance checks

A saved record is only the beginning of validation. Run every relevant check below and retain the call-session ID, time and result when telephony is involved.

  • Confirm every unhealthy service produces an actionable alert.
  • Acknowledge a test alert with owner and note, then verify the audit record contains actor and source IP.
  • Generate a redacted support bundle and inspect its manifest before granting one-time upload consent.
06

Common mistakes and safe recovery

If a check fails, stop adding changes. Restore the previous value or use a supported transaction undo, regenerate PBX configuration, then repeat the smallest failing test.

  • Acknowledging an alert does not resolve its cause.
  • Diagnostic bundles and remote-log grants must be time-limited, redacted and explicitly customer-authorized.
07

What to include in a support case

Provide the tenant, module and object name, local time with timezone, expected result, observed result and the most recent successful state. For a call problem, include the logical call-session ID and the redacted SIP/SDP text diagnostic before requesting PCAP.

Never paste passwords, private keys, raw license payloads or unredacted customer media into a ticket. Use the one-time diagnostic grant and attachment controls when support requests additional evidence.