Audit Trail

What it does:

There are three version of this application; Audit Trail Free (see below), Audit Trail Basic and Audit Trail Professional. Audit Trail Basic captures changes (additions, updates and deletions) made on a small subset of the constituent record whereas the Audit Trail Professional includes other areas of the constituent record and many other areas in The Raiser's Edge (see feature comparison below for full details).

Side-by-side Feature Comparison

All versions track the field value before and after the change/deletion, the user that made the change, the date the change was made and the name of the field it was changed on.
The accompanying audit viewer for Audit Trail Basic and Professional allows you see the changes that have been made over a period of time and filter them based on all the fields mentioned previously. The search can be based on a time frame, a user, a specific constituent, a specific area of the Raiser's Edge, a field within an area, a query or any combination of these.

Examples:

You may have recently cleaned your data and want to ensure it stays clean, perhaps you are trying to identify training gaps or you might have temporary staff updating the database and want to monitor input. Or you might just be keen to have some sensible data checks in place to ensure clean useful data going forward.

Screencast

The following screencasts show functionality only available to Audit Trail Professional

Download Demo Now!

Download the instructions for use.

Please login or register to ZeidZone to download the file

Recent Updates:

New in the latest verion we have created field profiles for Audit Trail, this means you can create groups of critical fields to review, cutting out the 'noise' of those that aren't so important to your work. You set up any number of different field profiles; you can seperate out different groups for different users, or areas of RE, or have a seperate group to check certain fields where known errors occur on importing.

We have also updated Audit Trail to include all fields on the volunteer tab, this will give you a much closer management of job allocation and any changes made in the critical period before an event, or information to your ongoing volunteers which you rely on regulary.

In addition we have added the Constituent ID number to the Audit Viewer, this should make looking up records to make or inspect changes even easier.

Further Information:

One area that cannot be tracked automatically is global changes. However Audit Trail professional contains a global change plug-in. This allows you to enter the query you are about to use in a global change, perform the change and then process the audit. That way any changes made to these records will be audited.

Audit Trail also allows you to pre-define your business rules and highlight those records that do not conform to them in the search results.

Coming Soon:

Our next release will include the ability to undo changes that have been made in error via the audit viewer, this will make your data management ever quicker and easier using Audit Trail.

We hope you’ll be delighted with the functionality Audit Trail offers, please contact us for more information about pricing for obtaining a registration code for your production database and for further discussion of your requirements.

 

Download Audit Trail Free:

Please login or register to ZeidZone to download the file