Audit Trail Tab of General System Settings Form

Use the Audit Trail tab to enable and set up the Audit Trail feature.

Contents

Info Center / User Activity Audit Trail

Use this group box to enter audit trail 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 info centers. If the value in this field is reduced, then records that are older than the new value will be deleted upon save. For example, if the value for this field is 20, then all audit trail information older than 20 days will be deleted. If the value for this field is reduced to 10 from 20, then all audit trail information older than 10 days will be deleted upon save.

This option does not apply to configuration audits.

Log User Activity Select this option to track user log in and log out time stamps in the User Activity Utility. If this option is selected, the User Activity grid displays the Log In and Log Out columns in place of the Application and Last Activity columns. The Last Activity field below the User Activity grid will also be replaced with the Logout Time field.

Consequently, selecting this option will clear all existing application activity logs from the system. A confirmation message will appear to confirm your action.

Enable Info Center Audit Trail Select this option to enable the Audit Trail feature. Selecting this option will enable the info center check boxes. Enable user activity monitoring for an Info Center by selecting the corresponding check box.
  • Activities
  • Billing Terms
  • Chart of Accounts
  • Clients
  • Contacts
  • Employees
  • Leads
  • Marketing Campaigns
  • Projects
  • Opportunities
  • Text Libraries
  • Units
  • Vendors
User Defined Components Grid
  • Application — This list displays the applications that you can audit. The list is based on the modules that you own and any user-defined components that are available.
  • Audit — Select the 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 Info Centers. If you select this option and a main Info Center record is deleted (for example, an Employee), 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, Vision 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.

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 Vision areas.
  • Roles — Select this option to track the insertions, deletions, and changes made to Configuration > Security > Roles.
  • Screen Designer — 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 Configuration > Security > Users.
  • Exchange Rates — This option is available if your firm uses the Multicurrency feature.

    Select this option to track the insertions, deletions, and changes made to Configuration > General > Daily Exchange Rates and Configuration > General > Period Exchange Rates.

  • Open and Close Periods — Select this option to track the changes made to Utilities > Period Setup or Utilities > Open New Period.
Parent Topic: General System Settings Form