General Information

Audit Trail Window

Summary

 

The Cirrus Audit Trail window is used to track any changes made to audit trail enabled windows across the application. The search criteria can be used to limit the displayed changes to specified modules and windows.

 

Application window specific Audit Trail windows are used to track any changes made to the specific windows they are launched from. For example, if an employee made a configuration change to a UB account in the UB Account Maintenance window, the Audit Trail window launched from the UB Account Maintenance window will display the details surrounding that change.

 

Step by Step

 

1     Open the Audit Trail window. 

 

  • The Audit Trail window can also be launched from a number of windows in the application. Click the Audit Trail icon to launch the Audit Trail window from these maintenance and setup windows.
    • The Audit Trail icon will only be enabled on maintenance windows after the maintenance entity is initially created and saved. The icon will only be enabled on setup windows after the module is initially set up and saved.

 

2     Filter the Audit Trail data. 

 

  • Use the search criteria section at the top of the window to sort the data displayed in the audit trail.
    • The Sub System field is used to filter the changes displayed in the data grid below by application module.
      • When accessing the Audit Trail window from a maintenance or setup window, the Sub System, Master Table and Master Reference fields will be disabled. The changes displayed will only apply the sub system, master table and master reference associated with the maintenance or setup window the Audit Trail window was launched from.
    • The Master Table field is used to filter the displayed changes by the table that was edited.
      • The Master Table refers to the specific window that was edited. For example, if you would like to display only changes made in the AP Vendor window, you would select AP in the Sub System field and Vendor in the Master Table field. Changes to module setup windows can be displayed by selecting Header in the Master Table field.
      • When All is selected in the Sub System field, all the Master Tables in the system will be enabled in this field. When a specific module is selected in the Sub System field, only the Master Tables associated with that module will be enabled in this field.
    • The Master Reference field is used to filter the displayed changes by the record that was edited.
      • The Master Reference refers to the specific record that was edited. For example, if you would like to display only changes made to a specific AP vendor, you would select AP in the Sub System field, Vendor in the Master Table field and enter the vendor number in the Master Reference field.
    • The User Name field is used to filter the displayed changes by the Cirrus user that was logged in to the system when the changes were made.
    • The From Date and To Date fields are used to filter the displayed changes by a specified date range.
      • The default date range will display the last three months of activity.
    • The Action field is used to filter the displayed changes by the action taken.
      • For example, by selecting Delete in the Action window, only those changes that resulted in an entity being deleted will be displayed in the data grid.
    • The Audited Table field is used to filter the displayed changes by the specific part of the Master Table that was edited.
      • This field will default to All, and can only be changed if a selection is made in the Master Table field above.
      • The Audited Table often refers to individual elements of the selected Master Table, such as the individual tabs on a maintenance window. This is not always the case, so initially selecting All in this field is generally recommended.
  • Once the filter criteria are specified, click the Search button to populate the data grid with the filtered audit trail records.
  • The data grid below will provide details about any changes made to the window including the date of the change, type of change made, user that made the change, and data table that was edited.