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Set Up Advanced Organization Audit

Access this form with Administrative user rights using Security>Manage Audit Trails>Set Up Advanced Organization Audit. It is only available if the Advanced Security module is installed.

We recommend using the Advanced Organization Audit with the Full Version of Microsoft SQL Server installed on your Server machine. Otherwise, slow performance issues can occur when Microsoft SQL Server Express is installed on your Server machine.

Use this form to select the record types you want the system to audit. By selecting the Enable Audit check box next to the Record Type and saving the form; the system begins collecting detailed information showing what information was added, what was changed (displaying both before and after), who made the change, when the change was made, and displays this information on the Security>Manage Audit Trails>Advanced Organization Audit form.

By clearing the Enable Audit check box next to the Record Type, the system stops collecting this information.

We recommended that you clear the Enable Audit check box next to the Record Type during the initial system setup and when Importing new records. Every field change associated to these record types are recorded and can take up a lot of database space.

Set Up Advanced Organization Audit

Enable Audit, Record Type: Select the Enable Audit check box to begin collecting that Record Type’s detailed information, such as, addition, modification, and deletion of those records. The Record Type displays the Maintain menu record type that is available for auditing.

Note: The Record Type - Address Codes records modifications in the Security>Manage Audit Trails>Advanced Organization Audit form, for the following forms: Organization>Organization Information>Address Tab and Maintain>Purchase Orders>Address Codes>Address Codes Tab.

Record Type	Description of what is being tracked:
Set Up Advanced Organization Audit	When any Record Type is selected and the form is saved, the system begins collecting the record types being enabled and disabled by the Administrator on the Security>Manage Audit Trails>Set Up Advanced Organization Audit form.
Address Codes	When selected, the system collects all of the active organization’s <Main> address information which is added, modified, or deleted by the Administrator on the Organization>Organization Information>Address Tab, except for the following: - Voice - Fax - Email - Website
Address Codes	When selected, the system collects all of the address information which is added, modified, or deleted on the Maintain>Purchase Orders>Address Codes form, except for the following: - Notes tab
Benefit Codes	When selected, the system collects all of the benefit code information which is added, modified, or deleted from the Maintain>Payroll>Benefit Codes form.
Chart of Accounts {Segment Name}	The system displays a record type for each chart of account segment name entered in your system. When selected, the system collects all of the chart of account segment information which is added, modified, or deleted on the Maintain>Chart of Accounts form.
Customer	When selected, the system collects all of the customer information which is added, modified, or deleted from the Maintain>Accounts Receivable>Customers form, except for the following: - Notes tab - User Defined Fields
Deduction Codes	When selected, the system collects all of the deduction code information which is added, modified, or deleted from the Maintain>Payroll>Deduction Codes form.
Earning Codes	When selected, the system collects all of the earning codes information which is added, modified, or deleted from the Maintain>Payroll>Earning Codes form.
Employee	When selected, the system collects all of the employee information which is added, modified, or deleted from the Maintain>Payroll>Employee Information form, except for the following: - Spouse SSN on State Tax tab - Notes tab - User Defined Fields tab
Employee	When selected, the system collects whether an employee's payroll calculation is edited with or without recalculating taxes on the Review/Modify Calculated Payroll form.
Leave Codes	When selected, the system collects all of the leave code information which is added, modified, or deleted from the Maintain>Payroll>Leave Codes form.
User Organization Security	When selected, the system collects all of the user rights information which is added, modified, or deleted from the active organization by the Administrator using the Security>Set Up Organization Menus form.
Vendor	When selected, the system collects all of the vendor information which is added, modified, or deleted from the Maintain>Accounts Payable>Vendors form, except for the following: - Notes tab - User Defined Fields
Workers' Compensation Codes	When selected, the system collects all of the workers compensation code information which is added, modified, or deleted from the Maintain>Payroll>Workers' Compensation Codes form.

For larger organizations with many records, you may want to clear the "Use Drop-Down List on Find Forms" using the Options>Customize Workstation Settings>Preferences tab. By doing so, it eliminates the time it takes to load this form.