Organisation Audits

You can audit changes made to:

• Auditing Organisation Details

• Auditing Organisation Address and Communications Numbers

Auditing Organisation Details

To view changes made to Organisation Details:

1. From Control Panel - File Maintenance - Organisation , or the Organisation tab.
2. Select Expand by the category containing the organisation you want to audit.
3. Highlight the Organisation required and select Audit .

4. The Organisation Details - Audit Trail screen displays, with details of additions and amendments:

   

   • Select Next or Previous to run through the changes made, or

   • Select the Down Arrow to display a list:

     • Written on [date] at [time] by [user signed on] - Initial entry
     • Changed on [date] at [time] by [user signed on] - Updates

       As you select a specific entry:

     • Any changes or additions made display in red.

     • The current entry displays in green where there has been a previous change.

     • No background colour indicates original entry.

   • Select the Double Arrow to display a second audit trail which you can scroll down to show all the entries on the Organisation Details screen:

     

5. Select Close when finished.

Auditing Organisation Address and Communications Numbers

To audit any changes made to an Organisation address or communication number:

1. From Control Panel - File Maintenance - Organisation , or the Organisation tab.
2. Select Expand by the category containing the organisation you want to audit.
3. Highlight the Organisation required and the Organisation Details screen displays.
4. You can now either:
   • Select Audit under Main Address, or
   • Select the Addresses tab and select Audit from there:

     

   • Select Next or Previous to run through the changes made, or

   • Select the Down Arrow to display a list:

     • Written on [date] at [time] by [user signed on] - Initial entry

     • Changed on [date] at [time] by [user signed on] - Updates

       As you select a specific entry:

     • Any changes or additions made display in red.

     • The current entry displays in green where there has been a previous change.

     • No background colour indicates original entry.

       Select the Double Arrow to display a second audit trail which you can scroll down to show all the entries on the Address - Audit Trail screen.

5. Select Close when finished: