What_is_management_tracking_

What is management tracking?

You can use Management Tracking to trace the changes that other users make to alter a field value or delete a field value. Much like an audit trail that tracks changes to amounts, Management Tracking tracks changes to values that are stored in the database.

Use Management Tracking to record changes to fields designated as Management Tracking fields. Then, use the Management Tracking Report to print the change log.

Use Management Deletions to record the removal of an entire value from a field and the new field value is a [blank] value. The system will save the date, time, and value that was deleted. Like the Management Tracking fields, use the Management Tracking Report to print the change log.

To get started

  • Set up the options on the Tracking tab in Organization > Organization. These are the fields that will be tracked in the database. Tracking fields will use additional resources and choosing a lot of fields to track may affect performance. [More]

 

To view changes to tracked fields

  • View the change log. To look up the tracked fields change log, go to Organization > Organization, and then click on the Notes tab. The change log will show the change value and date for values that have been updated, deleted, or marked for tracking. 

  • Print the Management Tracking Report. These reports will help you review changes to tracked and restricted fields. [More]

 

 

 

 

 

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