Differences

This shows you the differences between two versions of the page.

--- audit_7 [2016/07/21 15:19] – lukem
+++ audit_7 [2022/06/03 11:47] (current) – Meena Brock
@@ Line 1: / Line 1: @@
-====== Person ======
+====== Auditing the Person Record ======
-====Person , Tempdesks. Adding/removing can be audited====
+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 Department- Adding/removing can be audited====
 **(2.15.11+)**
-The adding or removing of Temp Desks from a person record can be audited. Additional Temp Desks are added via Person Record - Register – Complete the form including allocating a temp desk.\\
+The adding or removing of Departments from a Person Record can also be audited. Additional Departments are added via Person Record - Register – Complete the form including allocating a temp desk.\\
 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]]
-====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 |}}
-\\