Archives: Audit Trail

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.