RecTrac 3.1 - Who Changed a Household's Information and When?
Default Subject
Problem
Where can I go in RecTrat 3.1 to find out WHEN information was changed on a household, such as the address, and WHO changed it?
I have a household (96041) which shows a different address today than when it was entered a few months ago. I would like to know when it changed and who changed it.
Solution
The Audit Log Inquiry program is your friend here and will tell you everything you need to know. Navigating through the program is a little tricky, so here are some steps that you might find useful.
- Browse out to the program. On the standard design that's Inquiry Ribbon Audit Log Inquiry.
- Sort the Log Date column in descending order, so the most recent entries are at the top.
THEN
Do an "On or After" search of that column, enter the Date on which you noticed the change of address, and <Tab> out of the column. - Set the Detail 1 Column for "Begins with" and enter "SAHousehold Update" and <Tab> out of the column.
- If you know the Household Record ID number* (this is different from the Household Number - see below), you can enter it in the Detail 2 column (and <Tab> out). This will make your search even faster.
- Scroll down the DataGrid. When you find a suspect record, highlight/select it.
- The Log Date, Log Time and User Name columns give you the "Who" and "When."
- Click Additional Details at the bottom of the screen.
- The Audit Log Detail screen will display the "New Value" and the "Original Value." This is the "What."
- Use the "i" Information icon from any field for further information.
- Exit the program when done.
*To find the Household Record ID, go to Household Management. Look up the Household using Household Last Name. Click Options on the DataGrid and go to "Show Settings." Toggle ID # to "Visible," and click Close.
*See also Knowledge Base KA-01265