Audit Trail allows users to track changes thoroughly and interrogate the data in RE
(available to self-hosted/third party hosted users only)
- Track who made changes and when at a field level
- Search and filter changes
- Revert incorrect data with a simple click
- Monitor who is logging in and out
|What is Audited?|
|Deletions||✓ (of whole constituent records only)||✓|
|Global Change (via plug-in)||✓||✓|
|Constituent Addresses and phones||✓||✓|
|Constituent Address Attributes||✓||✓|
|Additional Addressee and Salutations||✓|
|Prospect - General||✓|
|Prospect - Gifts to Others||✓|
|Prospect - Financial Information||✓|
|Proposal Solicitors / Canvassers||✓|
|GiftAid Declarations (UK Only)||✓|
|Volunteer Medical Details||✓|
|Individual, Organization, Education, Solicitor (Canvassar) Information||✓|
|Individual, Organization, Education Attributes||✓|
|Audit in Log File|
|Searchable Audit Viewer Plug-in||✓||✓|
|Global Change Processing Plug-in||✓||✓|
|Define and highlight business rules that the data does not conform to||✓|
|User logins and logouts||✓|
Analyse changes more easily:
- View every field changed in our custom viewer
- Filter by date, user, area and/or field
- View changes made to users in a specific query
- Pre-define you business rules and filter results by changes which break them
- Create groups of fields to view together to customise your view further
Validatrix comes as standard with Audit Trail, it allows you to
- Set up rules to ensure data standards are met; present your users with an error message, written by you, to describe how the data should be entered
- These rules will act on newly created records and current ones with existing errors when opened
- You can also turn an RE query into a rule using Validatrix Query Converter
Revert errors directly from the Audit Viewer, this makes maintaining clean data even easier. Just one click to return a field to its previous value immediately.
The global change plugin allows you to add your global changes to the audit viewer along with all manual changes.
In the professional version Audit User allows you to see logins and logouts, including which machine was used.
This is an exceptional tool that the Raiser’s Edge was missing. The impact of Audit Trail for end users of RE was instant; complaints and requests to IT dropped dramatically and users felt empowered to correct issues with data themselves, now they could easily identify entry point and see all areas affected by a change. The longer term benefits can be found in the insights the data collected gives us. After creating an analysis model to give senior management a better view of our findings, we made some important changes to how we manage our data. This is a benefit that will grow year-on-year as we collect more data and the findings of which I presented at BBCon 2013 with David Zeidman.
At Pomona College, we reference Audit Trail nearly every day to correct mistakes and to identify data entry errors that require retraining. We also use it to distribute information to our users about specific changes made to constituents’ records each day and to track our data entry personnel’s productivity and workload. We love this product and simply couldn’t function without it
Audit Trail is the perfect tool to enhance your use of Raiser’s Edge in that it will audit all the main fields and who updates them, as well applying data standards this aids me in looking for holes in training and enables me to plug the gaps. Perfect for those questions from users, who updated those records as well as having added security to be able to reconstruct wrongly changed data. I would highly recommend this product.
We’ve used Audit Trail for the last year now and it’s been an invaluable tool, helping us identify weaknesses in our data entry processes. The Field Profile and Audit Standards functionality enables us to pin-point fields with incorrectly entered data (e.g. non-capitalised letters in First Name, incorrect email address and date-of-birth formats, etc.). By identifying users who make these entries we’ve been able to target our training and reinforce end-users confidence in using the Raiser’s Edge.
Audit Trail Free
Audit Trail Free tracks only deletions in Raiser’s Edge and does not come with the Audit Viewer. Whenever a constituent is deleted it records key areas of the record to a log file. Those key areas are biographical information, address, phones and constituent attributes. It also gives you summary counts of gifts and actions.