Auditing
Purpose
An
Audit trail is used to track the changes made to an object. For example client, account, project,
interest profile, interest profile line, bailment account etc.
The
detail of the change is recorded, when the change was made and by whom. Many
of the objects within Vault are audited.
The changes can be viewed via the 
button on the objects dialog. If there is no button the object is not audited and no
history is kept of the changes made.
Viewing the history of an Object
The
Audit Browse dialog is accessed via the button on the object. This dialog will list the history of changes
made to a record. Access
the record for which the audit records are to be viewed.
In
the following example the audit record of a client:
Click on the button
Highlight a record and click 
to view a single audit record:
The
audit record includes the date and time the change was made and the staff
member logged in who made the change.
Control Audit Report
The Control Audit Report may be used to print the details of changes made to a number of records. For example: all changes made to client records by a specific user.
Alternatively
it may be used to print selection of fields that have been changed e.g. Bank
Account Numbers
Access
- Control | Print Control Audit Report
Field | Explanation | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Audit Object | Select from the drop down list the object to be Audited The options are:
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Number | Enter the internal number of the record to be displayed | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Start Date | Enter the date from which the audit records are to be printed | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
End Date | Enter the date to which the audit records are to be printed | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Staff | [F2] to highlight and | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Audit Field | This field allows the user to search for specific audited fields. Example - All change made to bank account numbers. Enter the audit field name. Multiple field names can be entered, separated by a semi colon (;). If a user wanted to track all changes to direct credit bank account number the fields to be entered would be: bnkacc; intext; matext Audit field names can be identified by printing an audit record. They are shown as the first field in the audit change line and are within quote marks. e.g. "alp", "des", "accnum" etc. |
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