ZigaForm version 5.3.5

Audit Trail

By |2021-08-25T14:31:28-05:00July 26th, 2019|Comments Off on Audit Trail
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Introduction

The Audit Trail in Total Office Manager will keep a record of all the changes made to transactions.

Usage

The audit trail function must be turned on, before it is applicable. Use the Audit Trail function to keep track of things like who used the add, edit, and delete features (this will eliminate, “it wasn’t me”) from your system. Track everyone who Logs IN and Logs OUT of Total Office Manager by date, time and the functions they accessed. It also allows you to gauge how much work your bookkeeper and other co-workers are getting done over a given time frame.


Note: For security reasons, the Audit Trail can never be turned off.


Form Access

  • From the main menu, click Company | Audit Trail.

Audit Trail File Path

Audit Trail File Path

Column Definitions

Sample Audit Trail

Sample Audit Trail

  • Date – Displays the date of the listed event.
  • Time – Displays the date of the listed event..
  • Action – Briefly describes what action took place (ie: Add, Delete, Edit, Log In /Log out).
  • User – Displays the name of the person who made a change to a record and/or transaction.
  • Record – Indicates exactly which record and/or transaction had an action performed.  This may be a number (like an invoice number) or a reference to a form or report.
  • Form – Indicates the type of form in which the transaction took place (ie: Payroll, Banking, Vendors, Customers).
  • Total Office Manager Version – The version number of Total Office Manager in use during a particular audit trail entry.
  • DB Version – The specific database version in use when the audit trail entry was made.  This is mainly used by our technical support specialists.
  • Computer Name – The Windows Name given for the computer.  Note: A computer user can usually change their computer name and then change it back again.  This is not really easy and generally requires a reboot.  It is possible though, to change their computer name to that of another computer on the network.
  • Details – Total Office Manager may enter special notes into this field to document a high-risk change (like changing certain accounts or historical values).  It will usually be blank.

Tips

  • For rock-solid security, no one can delete entries and it CANNNOT be turned off or otherwise deactivated.
  • Most of the important forms include a security label that indicates who created the record and when, as well as who last changed the record and when.  This label cannot be modified by any user.
  • When an employee quits, you might consider saving the last two weeks of their audit trail entries to their HR file.

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Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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