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How to run a Master data audit

The audit trail function records the details of every addition, change, or deletion of key system master files, recording the exact details of what was added/changed or deleted as well as which employee/user made the change and when they made it.

Master data records are shared across the agency, so changes to these records impact multiple users and lines of business.  Keeping a history of these changes with a date stamp and employee name provides a layer of security and auditability within the platform. 

How it works

What's included?

This function is available for the following records:

  • Organizational data:  Offices, Entities, Departments, Task Types
  • People data:  User Access Groups, Employees
  • Client data:  Clients, Client Contacts, Products 
  • Supplier data:  Suppliers 
  • Accounting data:  GL Accounts, Currencies, Tax Codes
  • Jobs:  Jobs, Job Types, Campaigns 
  • Media: Media Types, Mediums

Steps

  1. Navigate to the main page of the specific master data record, e.g. Client
  2. Use the page Filters to zoom in on a specific set of parameters or leave clear your filters to include all records, e.g. all clients across all offices 
    Screen Shot 2022-12-15 at 3.58.48 PM
  3. Click on the Audit Trail hyperlink at the top of the page and keep the default parameters or narrow down your search.  
    Screen Shot 2022-12-15 at 4.03.14 PM Screen Shot 2022-12-15 at 4.03.14 PM
    1. User:   This is optional.  Select a specific user if you know who created, changed, or deleted a specific record or if you want to see all changes made by a specific person. 
    2. From and To:  This defaults to the current full calendar year.  Update the date range if you want to narrow down the report to a specific period. 
    3. Action Type:  All types are selected by default 
      1. Insert:  Include new records  
      2. Update:  Include revised records 
      3. Delete:  Include deleted records