Can I track changes to a field?
There are three different types of history tracking. History tracking logs every change that happens to a field and records the log file in the Notes section. Anyone who has access to the Notes section will also have access to changes to the field history. Management tracking will include the field changes on the Management Tracking report. And Management deletions will track changes when the field value is deleted and the field remains blank.
Tracking field changes
1. Open Connect System Management > Organization > Organization.
2. Click the Tracking tab.
This tab displays the tables in System Management.
3. Click on the [+] to expand an item, or [-] to collapse it.
Expand/Collapse sections
4. Now, you can select the fields to track and the tracking type.
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Track changes to fields and save changes so all users can see them on the Notes tab. Click to select History Tracking.
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Track changes to fields so only management can review them. Click to select Management Tracking.
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Track fields when information is deleted from the field and only management can review them. Click to select Management Deletions.
The history tracking and management tracking has been updated.
Tracking field changes to security fields
1. Open System Management > Security > Modify Security Settings. Go to the Tracking tab.
2. Locate the field that you wish to track by clicking the [+] to show the fields in each table. Clicking the [-] sign will hide the fields.
All of the tables in Connect are listed in the table. Expanding a table will list the fields stored in the table.
3. Now, set up the tracking options for the selected field.
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History tracking: Select the History Tracking checkbox to track every change that happens to the selected field and record the changes in the Notes section of the selected file. Anyone who has access to the Notes page will be able to view the tracked changes.
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Management tracking: Select the Management Tracking checkbox to include changes that happen to the selected field on the Management Tracking report.
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Management deletions: Select the Management Deletions checkbox to track changes to the selected field when the information in the field is deleted and it is not replaced new information. These changes will print on the Management Tracking report.
4. Click Save (CTRL+S).
Tracking has been set up for user names and passwords.
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