Use the Audit Trail tab to enable and set up the Audit Trail feature, which you use to track changes made to your hub records and settings (configuration) records.
Contents
Info Center / User Activity Audit Trail
Use this group box to specify audit trail settings for hubs and for Chart of
Accounts Settings.
| Field | Description |
|---|
| Number of days to retain audit history
|
Enter the number of days for which you want to retain audit trail information for your hubs. For example, if you enter 20, all audit trail information older than 20 days is deleted. If you reduce the value in this field, then records that are older than the new value are deleted upon save. This option does not apply to configuration (settings) audits.
|
| Log User Activity
|
Select this option to track user log in and log out time stamps in the User Activity utility.
|
| Enable Info Center Audit Trail
|
Select this option to enable the Audit Trail feature for a hub. When you select this option, the check boxes for individual hubs and Chart of
Accounts Settings become available. To enable user activity monitoring for a hub or for the Chart of
Accounts Settings, select the corresponding check box.
- Activities
- Billing Terms
- Chart of
Accounts (in
)
- Clients (the
Firms hub)
- Contacts
- Employees
- Marketing Campaigns
- Projects
- Opportunities
- Boilerplates
- Units
- Vendors (the
Firms hub)
|
User Defined Components Grid
| Field | Description |
|---|
| User Defined Components Drop-down
|
|
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Application
|
This column displays the applications that you can audit. The list is based on the applications that your enterprise owns and any user-defined components that are available.
|
| Audit
|
Select this check box to enable audit tracking for the user-defined component beside it.
|
| Audit only key fields when deleting main records
|
The Audit Trail feature has the ability to track only key values when you delete main records from hubs. If you select this option and a record is deleted (for example, an
employee record), then only key columns are tracked. If you do not select this option, then all columns of the main record, and all rows of all subsidiary tables, are tracked.
|
Configuration Audit Trail
Use this group box to enable an audit trail for specific Configuration screens and for Screen Designer security. When you enable these options,
DPS tracks any insertions, deletions, and changes made.
The log files for the Audit Trail Tab are not removed automatically. You must use the Configuration Audit Purge utility to remove these logs.
Configuration Audit Trail
| Field | Description |
|---|
| Enable Configuration Audit Trail
|
Select this option to enable audit trail configuration, which allows you to determine how audit trail changes are tracked in specific application areas.
- Roles: Select this option to track the insertions, deletions, and changes made to
.
- Screen Designer Security: Select this option to track changes made to hidden, locked, or required field values in the Screen Designer.
- Users: Select this option to track the insertions, deletions, and changes made to
.
-
Exchange Rates: This option is available if you use multiple currencies. Select this option to track the insertions, deletions, and changes made to
and
.
- Open and Close Periods: Select this option to track the changes made to
or
.
|
