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Audit


ProfessionalProfessional These features are only available in the Professional configuration.

Login to audit

Users with full access rights can view a list of all actions performed in the program. It could be adding records , editing , removal and more. To do this, go to the very top of the program in the main menu "Database" and choose a command "Audit" .

Menu. Audit

Important Learn more about what types of menus are.

Audit works "in two modes" : ' Search by period ' and ' Search by record '.

All actions for any period of time

Audit for the period

If in the drop down list "Mode" select ' Search for a period ', you can specify "initial" and "end date" , then press the button "Show" . After that, the program will show all user actions that were performed during the specified period of time.

List of user actions

Information panel

if you stand up for any action, right on "information panel" Detailed information about this action will appear. This panel can be collapsed. Read more about screen dividers .

Audit delimiter

How to see changes?

For example, let's get up on the fact of editing a record about a certain client.

One audit line

Old data is shown in pink brackets. In this example, you can see that the ' Mobile ' phone field has been edited. Moreover, it used to be empty, since the pink brackets are now empty, and then the employee who edited this entry entered the mobile phone number.

Important During the day, users can perform a huge number of actions in the program, so you can actively use the previously acquired skills in this window . Standard data grouping , Standard filtration and sorting .

All changes to a specific record in a table

Now let's see the second "audit mode" ' Search by record '. It allows us to view the entire history of changes for any record in any table from the moment this record was added to the most recent edits. For example, in the guide "Employees" let's right click on any line and select command "Audit" .

Menu. Audit for a string

We will see that this record was added and after three times changed by only one employee.

Audit for a string

And standing on any edit, as usual, to the right of "information panel" we can see when and what exactly changed.

Who and when made the last changes to the record?

At any "table" There are two system fields: "User" and "Modified date" . Initially, they are hidden, but they can always be Standard display . These fields contain the name of the user who last modified the record and the date of that change. The date is listed along with the time to the nearest second.

User and modified date

When you need to find out the details of any incident within the organization, audit becomes an indispensable assistant.

See below for other helpful topics:


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Universal Accounting System
2010 - 2024