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)

[nateshim]

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

[github-actions]

PR Summary

This PR introduces extensive updates to the documentation and website configuration. The changes include:

• Replacing outdated file paths and links (for example, transitioning from /guide/inventory/view-record-activity.qmd to /guide/reporting/view-record-activity.qmd) to reflect the new structure in the reporting section.
• Updating textual references and FAQs to standardize terminology (e.g., changing “Audit record activity” to “Audit organization activity”, and updating headings from "Workflows" to "Workflows and lifecycles").
• Enhancing the navigation and sidebar layouts by adding new sections and reordering listings to improve user experience.
• Refining help links within training materials and guides to ensure that users are directed to the most current and accurate documentation.
• Minor formatting fixes and adjustments in YAML configuration files and markdown files to ensure consistency across the site.

Overall, the changes focus on enhancing internal documentation, updating navigation references, and ensuring that various guides, FAQs, and training modules point to the correct assets as the documentation structure evolves.

Test Suggestions

• Build the site locally and verify that all internal hyperlinks reflect the updated paths (e.g., links in FAQs, guides, and training modules point to the 'reporting' and 'managing-documents' sections rather than outdated inventory paths).
• Perform a manual walkthrough of the navigation menus, sidebars, and listing pages to ensure that new sections, labels, and 'What's next' links are correctly rendered.
• Check that training and release note pages now display the updated text (e.g., 'Audit organization activity' instead of 'Audit record activity') and that all call-to-action buttons link to the intended targets.
• Run an accessibility audit on the updated pages to confirm that changes in structure or layout did not inadvertently affect accessibility.

[github-actions]

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