Audit Trail Module

16.8.1 Audit Trail Overview

The Audit Trail Module provides a means of tracing edit changes made in any of the pc/MRP modules with the exception of accounting. Whenever a change to a record occurs during an editing session, the Audit Trail module will record the Date, Database, Time, User, and Field Name as well as the Record & Item numbers, Part/BOM number, or Address ID number. A flexible search feature allows retrieval of the recorded change based upon a variety of criteria.

16.8.2 Module Activation

The Audit Trail Module is an optional module.   To activate the Audit Trail Module, select Configuration, Module Activation, and then Audit Trail from the menu. To initiate this module:

· Select Ten Day Trial

OR

· Call Software Arts (408-226-7321) to obtain your activation number and select Full Activation

16.8.3. Searching Audit History for any or all edits or deletions

To view prior edits and deletions made to Part, BOM, Purchase Orders, etc., Select Optional, Audit Trail, Search Audit History and the Audit Trail Screen shown below will be displayed.  A search can be conducted which returns as much or as little information as the user requires based   Selecting all databases while leaving all other criteria blank, would return every change that has been made everywhere.

16.8.4. Searching Audit History for any edits or Deletes that changed onhand or WIP Quantities

To find edits or deletions to receiver, invoice and stockroom records that could have effected stockroom and WIP quantities, click on the Part # Quantities Button as shown below.   Please recall that editing the quantities on the receivers, invoices and stockroom transactions, do not change the quantities in the inventory file (the inventory file must be edited as well when editing the quantities of any of these files) .

16.8.5 Deleting Audit Trail Records

Because the Audit Trail module makes a record of each change made, it tends to grow very rapidly. It, therefore, becomes necessary to remove obsolete records on a regular basis. How often these records are removed would vary depending upon your situation and the nature of your business.

To delete Audit Trail records, you should first ensure that a backup is made for archival purposes. Then, press the "DELETE" button at the Audit trail opening screen. You will be asked to enter a number representing the number of day’s worth of records that you want to retain. All others will be deleted. The default is 90 days, but you may enter anything from 30 days to 9999 days.