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Summary Organization Audit

Access this form with Administrative user rights using Security>Manage Audit Trails>Summary Organization Audit.

Use this form to view and print a log of completed activities for the organization in which you are working. This log provides detailed information regarding addition, modification, and deletion of records, as well as, whether or not an employee's payroll calculation is edited with or without recalculating taxes on the Review/Modify Calculated Payroll form. Also, the log provides detailed information regarding what sessions have started posting, are posted, or if the posting session failed.

 

Filters: The filter is for display purposes only; it simply allows you to limit which items are displayed in the Available Items table.

  • Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, set up its filtering criteria. Then, the table is limited to the data that falls within the designated filter criteria. Your choices for filtering items are: Date, User ID, Message, and Message Type.
  • Compares To: Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which items are displayed in the Available Items table.
  • Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
  • Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Available Items Table: Records are initially sorted on the first data column in ascending order. However, records can be sorted based on any column by clicking on the column heading.

  • Records per Page: Select how many items per page to display using the Records per Page drop-down list. You can view items in the table in increments of 10, 25, 50, 100, 250, 500, or 1000. The default setting for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.
  • Date: This is the date and time the activity was logged.
  • User ID: This is the user that performed the activity.
  • Message: This is a description of the activity that was logged.
  • Message Type: This is a code, indicating the type of message that is listed in the Message column.

Note: The grid will only display the latest 100,000 records. If a 'system out of memory' error message displays, use the date filter to narrow down your search results to less than 100,000 records.

  • When filtering data, select Operators to determine which data to display. Also, view a list of Filter Examples that are useful throughout the system and examples of How to Use Wildcards characters with Like and Not Like.
  • In the Available Items table, you can sort the data based on any column. Simply double-click on a column heading to sort according to that column.
  • The sorting functionality is only for table display and does not affect printing. Print uses the data from the database and is therefore not reflective of how the items were sorted.
  • To view the history of the system, use Security>Manage Audit Trails>System Audit.
  • You may find the information on this form useful if you are troubleshooting data problems, and your auditor may find this feature useful, since it provides a history of activity in the organization.
  • When setting up security for users (Security>Set Up Organization Menus), we recommend you limit access to this form to include only system administrator-type users.
  • 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.