docs: Activity log for settings per organization

[validbeck]

Pull Request Description

What and why?

sc-15647

You can now review organization-wide activity logs for records and settings/configuration changes in the ValidMind Platform. Documentation updated to add the new auditing pages, refreshed related FAQ and training content, and some minor shuffling of guides in the navigation for a cleaner experience.

How to test

Click on the live previews and confirm the major changes are good/accurate:

Guides

OLD	NEW	Changes
Guides	Guides	Renamed the Reporting section to Reporting & auditing and added the "Tracking organization activity" topic.

Configuration

OLD	NEW	Changes
Managing your organization	Managing your organization	Moved the document defaults content and the private connectivity guides (both moved to other pages/sections).
Manage platform notifications	Manage platform notifications	Rehomed under the organization management section.
Net-new page	Configuring private connectivity	New landing page for AWS PrivateLink, Google Private Service Connect, and Azure Private Link configuration.

Integrations

OLD	NEW	Changes
Configure analytics exports	Configure data exports	Renamed analytics exports to data exports and expanded the page to include inventory, artifact, record activity, and settings activity datasets.

Documents & templates

OLD	NEW	Changes
Working with document templates	Working with document templates	Moved this above "Managing documents" in the side navigation.
Manage text block library	Manage text block library	Moved this under "Working with templates" accordian section.
Working with documents	Managing documents	Renamed and cleaned up this page.

Reporting

OLD	NEW	Changes
Net-new page	Tracking organization activity	Added a new landing page for record and settings activity logs.
View record activity	View record activity	Moved record activity from Inventory to Reporting & auditing, and added a redirect from the old filepath.
Net-new page	View settings activity	New instructiond for auditing settings and configuration changes.

Support / FAQ

Links out to the updated FAQ sections also included on relevant pages.

OLD	NEW	Changes
FAQ	FAQ	Reordered FAQ topics and added the new Attestations topic.
Integrations and support	Integrations and support	Added a third-party integrations answer covering registries, ticketing, reporting exports, webhooks, library integrations, MCP, and custom integrations.
Workflows and lifecycles	Workflows and lifecycles	Updated workflow terminology from statuses to record stages and refreshed related links.
Inventory and activity	Inventory	Narrowed the topic to inventory, added clearer customization/export answers, and pointed activity coverage to the new reporting/auditing pages.
Documents and templates	Documents and templates	Added answers for reusable content, external or historical documents, document checker use, document updates, and expanded export options.
Validation and artifacts	Validation and artifacts	Added artifact activity/export context and updated validation, assessment, and artifact-management references.
Collaboration	Collaboration	Moved record and settings activity answers from old Inventory FAQ page here using the new shared FAQ snippets.
Ongoing monitoring and reporting	Reporting and ongoing monitoring	Added record/settings activity coverage and a scheduled data exports answer for inventory, artifacts, record activity, and settings activity.
Net-new page	Attestations	Added a new FAQ topic for attestation roles, timing, snapshots, rejections, exports, and template lifecycle behavior.

Training

Administrator Fundamentals

Click through to the next 2 slides:

OLD	NEW	Changes
Organizational Oversight & Reporting	Organizational Oversight & Reporting	Added settings and record activity training material and updated tracking/exports slides.

What needs special review?

n/a

Dependencies, breaking changes, and deployment notes

Some entries on the log aren't showing up, will be dealt with in https://app.shortcut.com/validmind/story/16674/organization-settings-support-workflows-and-attestations-activities — will update docs again once that is completed.

Release notes

Covered by:

• https://github.com/validmind/frontend/pull/2527
• https://github.com/validmind/backend/pull/3116

Checklist

• What and why
• Screenshots or videos (Frontend)
• How to test
• What needs special review
• Dependencies, breaking changes, and deployment notes
• Labels applied
• PR linked to Shortcut
• Unit tests added (Backend)
• Tested locally
• Documentation updated (if required)
• Environment variable additions/changes documented (if required)

[github-actions]

PR Summary

This pull request makes extensive updates across documentation and configuration files in the project. The changes primarily focus on refining navigation, updating alias paths, and renaming labels to improve consistency and clarity in the user interface. Key changes include:

• Renaming and redirecting various document links from legacy paths (e.g. from /guide/inventory/view-record-activity.qmd to /guide/reporting/view-record-activity.qmd) to improve the organizational structure of activity and reporting pages.
• Replacing references such as "Working with documents" with more explicit terminology like "Managing documents" to reduce ambiguity.
• Adjusting sidebar configuration and updating related links in the _sidebar.yaml file, ensuring that sections like Integrations, Documents & Templates, and Reporting & Auditing are consistently represented.
• Updates to FAQ files, release notes, and onboarding guides to reflect new labels (e.g. use of "Data Exports" instead of "Analytics Exports") and refactored navigation towards activity, reporting, and settings pages.
• Minor CSS adjustments to add breathing room after intro listing tiles, improving the presentation of the documentation.
• Several training slides and developer guides have been updated to point to the new paths so that users are directed to the correct pages when attempting to view record or settings activity.

Overall, the changes aim to enhance usability, consistency, and logical grouping of documentation content, thereby reducing confusion for users navigating documentation and configuration settings related to activity logs and export features.

Test Suggestions

• Verify that all updated links redirect correctly to the new paths (e.g., verify /guide/reporting/view-record-activity.qmd instead of legacy inventory links).
• Ensure that the updated labels (e.g., Managing documents, Data Exports, Reporting & Auditing) appear correctly in the sidebar and navigation menus.
• Test the navigation in both the documentation site and in training modules to confirm that interactive elements, buttons, and links render the correct content.
• Perform a cross-browser review of styling changes (e.g., extra bottom margin added to intro listings) to ensure consistent presentation.

[github-actions]

Validate docs site

✓ INFO: A live preview of the docs site is available — Open the preview

[nateshim]

@validbeck there was an update we no longer have this and instead use the filter button by event type

[nateshim]

left a comment regarding updates to tabs in org activity but other than that lgtm thanks!