audit_7

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audit_7 [2022/06/03 08:30] Meena Brockaudit_7 [2022/06/03 11:42] Meena Brock
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 ====== Auditing the Person Record ====== ====== Auditing the Person Record ======
 +
 +Changes made to the following will be appear in the Audit Trail
 +  * Name  
 +  * Address
 +  *  Alert
 +  *  Status
 +  * Registration Date
 +  *  Registration Number
 +  *  Division, Consultant
 +  *  Date of Birth
 +  *  Source
 +  *  AWR Exemption Reason
 +  *  Department Registration,
 +  * Warning 
 +  * Payroll Number
 +  *  National Insurance Number
 +  *  Employment Start Date
 +  *  Employment End Date
 +  *  Employment Company Name
 +  *  Employment Company Reg Number
 +  *  Employment HMRC Engagement Details
 +  *  Employment Unique Tax Reference
 +  *  Employment VAT Number
 +  *  Employment VAT Registered
 +  *  Title for payroll
 +  *  Un-Subscribe to marketing
 +
 +To set an item for Audit go to Maintenance > Database Setup > Audit Items > select the area (in this case it's Person) and tick the items you want to see appear in the Audit trail if any changes are made to it.
 +
 +{{ :audit_items.png?nolink&600 |}}
  
 ====Person , Tempdesks. Adding/removing can be audited==== ====Person , Tempdesks. Adding/removing can be audited====
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 The audit trail is recorded in the side bar view of the Person record.\\ The audit trail is recorded in the side bar view of the Person record.\\
  
-{{ :2-15-11_j.png |}}+{{ ::audit_person.png?nolink |}}
 \\ \\
 [[sa_maintenance_2|Temp Setup]] [[sa_maintenance_2|Temp Setup]]
  
-====Employment Period==== 
- 
-**(2.3.4+)** 
- 
-Person - Employment Period - Start Date is now audited and will appear on the Audit Trail.  
- 
-To configure the Auditing – Maintenance – Database setup – Audit Items – Search ‘%start%’ –  Click the Employment Start Date box 
- 
-{{ :audit_2.png |}} 
-  
-To Access this feature – Select a client from temp Desk or People – Accounts (side bar) – Audit Trail 
- 
-{{ :audit_1.png |}} 
-\\ 
  • audit_7.txt
  • Last modified: 2022/06/03 11:47
  • by Meena Brock