Difference between revisions of "Insert Audit"

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(Created page with "right File:Menu_insertaudit.PNG The Insert Audit report allows you to display records that have been created in some of the key tables of t...")
 
 
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
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[[File:Menu_insertaudit.PNG]]
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[[File:in_aud.PNG|alt="a screenshot of the insert audit button from the reports menu."]]
  
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The Insert Audit report allows you to display records that have been created in some of the key tables of the systems database.
+
The Insert Audit report allows you to display users that have created records in some of the key tables of the systems database.
  
−
* '''Accommodation Types''' -  
+
[[File:in_aud2.PNG|alt="a screenshot of the criteria fields for the insert audit report. This includes date range, username and table name."]]
−
* '''Actions''' -  
+
 
−
* '''Alert Condition Time Preferences''' -  
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* '''Earliest Date''' - Select the start of the period you wish to report on.
−
* '''Alert Conditions''' -  
+
* '''Latest Date''' - Select the end of the period you wish to report on.
−
* '''Alerts''' -
+
* '''User Name''' - Allows you to apply a user filter or to display all users.  If you select all users you must specify a table name, due to the size of the report.
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* '''Answers to Classification Code Questions''' -
+
* '''Table Name''' - Allows you to select all tables or a specific table.  If you select all tables you must specify a user, due to the size of the report.
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* '''Associated people''' -
+
 
−
* '''Benefit definitions''' -
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The following tables are available in the report:
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* '''Benefits applied and received''' -
+
* '''Accommodation Types'''
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* '''Branches and Views''' -
+
* '''Actions'''
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* '''Cancellation Reasons''' -
+
* '''Alert Condition Time Preferences'''
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* '''Carer-dependant assignments''' -
+
* '''Alert Conditions'''
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* '''Checkbox visibility in Group Access''' -
+
* '''Alerts'''
−
* '''Classification Code Questions''' -
+
* '''Answers to Classification Code Questions'''
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* '''Classification Codes''' -
+
* '''Associated people'''
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* '''Classification Codes entered''' -
+
* '''Benefit definitions'''
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* '''Clinic Attendance Cancellations''' -
+
* '''Benefits applied and received'''
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* '''Clinic Cancellation Reasons''' -
+
* '''Branches and Views'''
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* '''Clinic Meeting breaks''' -
+
* '''Cancellation Reasons'''
−
* '''Clinic Transport methods''' -
+
* '''Carer-dependant assignments'''
−
* '''Clinic Volunteers''' -
+
* '''Checkbox visibility in Group Access'''
−
* '''Clinic attendances''' -
+
* '''Classification Code Questions'''
−
* '''Clinic meetings''' -
+
* '''Classification Codes'''
−
* '''Clinic members''' -
+
* '''Classification Codes entered'''
−
* '''Clinic treatments and activities''' -
+
* '''Clinic Attendance Cancellations'''
−
* '''Clinic treatments and activities''' -
+
* '''Clinic Cancellation Reasons'''
−
* '''Clinic treatments and activities for attendances''' -
+
* '''Clinic Meeting breaks'''
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* '''Clubs and Clinics''' -
+
* '''Clinic Transport methods'''
−
* '''Consent Rule / Responses Links''' -
+
* '''Clinic Volunteers'''
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* '''Consent Rule Responses''' -
+
* '''Clinic attendances'''
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* '''Consent Rule definitions''' -
+
* '''Clinic meetings'''
−
* '''Contract definitions''' -
+
* '''Clinic members'''
−
* '''Course and Qualification definitions''' -
+
* '''Clinic treatments and activities'''
−
* '''Emails sent''' -
+
* '''Clinic treatments and activities'''
−
* '''Equipment''' -
+
* '''Clinic treatments and activities for attendances'''
−
* '''Equipment issued''' -
+
* '''Clubs and Clinics'''
−
* '''Extension Database Fields''' -
+
* '''Consent Rule / Responses Links'''
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* '''Extension Database select list options''' -
+
* '''Consent Rule Responses'''
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* '''Extension Databases''' -
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* '''Consent Rule definitions'''
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* '''Extra links for org/people records''' -
+
* '''Contract definitions'''
−
* '''Facilities''' -
+
* '''Course and Qualification definitions'''
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* '''Field Sets''' -
+
* '''Emails sent'''
−
* '''Field definitions''' -
+
* '''Equipment'''
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* '''Fields on Org/People tabs''' -
+
* '''Equipment issued'''
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* '''Funding Streams''' -
+
* '''Extension Database Fields'''
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* '''Group Access''' -
+
* '''Extension Database select list options'''
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* '''Handyperson charges''' -
+
* '''Extension Databases'''
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* '''Handyperson job cards''' -
+
* '''Extra links for org/people records'''
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* '''Handyperson job types''' -
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* '''Facilities'''
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* '''Handyperson jobs''' -
+
* '''Field Sets'''
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* '''Handyperson materials''' -
+
* '''Field definitions'''
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* '''Handyperson referrals''' -
+
* '''Fields on Org/People tabs'''
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* '''Handyperson time and materials''' -
+
* '''Funding Streams'''
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* '''In Project records''' -
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* '''Group Access'''
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* '''Information Link Subheadings''' -
+
* '''Handyperson charges'''
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* '''Information Links''' -
+
* '''Handyperson job cards'''
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* '''Information Links main headings''' -
+
* '''Handyperson job types'''
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* '''Input Field Rules''' -
+
* '''Handyperson jobs'''
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* '''Invoice layouts''' -
+
* '''Handyperson materials'''
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* '''Letter access''' -
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* '''Handyperson referrals'''
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* '''Letter template access''' -
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* '''Handyperson time and materials'''
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* '''Letter templates''' -
+
* '''In Project records'''
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* '''Letter types''' -
+
* '''Information Link Subheadings'''
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* '''Letters and mailmerge audits''' -
+
* '''Information Links'''
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* '''Lines on Support Plans''' -
+
* '''Information Links main headings'''
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* '''Log of Data Upgrades after version 737''' -
+
* '''Input Field Rules'''
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* '''Lookup folder fields''' -
+
* '''Invoice layouts'''
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* '''Lookup folders''' -
+
* '''Letter access'''
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* '''Mailmerge criteria''' -
+
* '''Letter template access'''
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* '''Mailmerges''' -
+
* '''Letter templates'''
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* '''Main Menu Tabs''' -
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* '''Letter types'''
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* '''Membership and skills definitions''' -
+
* '''Letters and mailmerge audits'''
−
* '''Menu items''' -
+
* '''Lines on Support Plans'''
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* '''Next of Kins''' -
+
* '''Log of Data Upgrades after version 737'''
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* '''Org/People Courses and Qualifications''' -
+
* '''Lookup folder fields'''
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* '''Org/People Ezitracker details''' -
+
* '''Lookup folders'''
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* '''Org/People Income''' -
+
* '''Mailmerge criteria'''
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* '''Org/People consent rules''' -
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* '''Mailmerges'''
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* '''Org/People extra records''' -
+
* '''Main Menu Tabs'''
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* '''Org/People memberships / skills''' -
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* '''Membership and skills definitions'''
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* '''Org/People old addresses''' -
+
* '''Menu items'''
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* '''Org/People tab definitions''' -
+
* '''Next of Kins'''
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* '''Org/People tabs''' -
+
* '''Org/People Courses and Qualifications'''
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* '''Org/People type definitions''' -
+
* '''Org/People Ezitracker details'''
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* '''Organisations and People''' -
+
* '''Org/People Income'''
−
* '''Private Notes''' -
+
* '''Org/People consent rules'''
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* '''Private Notes visibility''' -
+
* '''Org/People extra records'''
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* '''Project Subcategories''' -
+
* '''Org/People memberships / skills'''
−
* '''Project Timesplits''' -
+
* '''Org/People old addresses'''
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* '''Project nominal code links''' -
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* '''Org/People tab definitions'''
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* '''Project project rules (basic)''' -
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* '''Org/People tabs'''
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* '''Project referral reason links''' -
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* '''Org/People type definitions'''
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* '''Project subcategory links''' -
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* '''Organisations and People'''
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* '''Projects''' -
+
* '''Private Notes'''
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* '''Publications''' -
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* '''Private Notes visibility'''
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* '''Publications provided''' -
+
* '''Project Subcategories'''
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* '''RaC options locations''' -
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* '''Project Timesplits'''
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* '''Rates''' -
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* '''Project nominal code links'''
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* '''Record branch visibility''' -
+
* '''Project project rules (basic)'''
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* '''Referral Deletions''' -
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* '''Project referral reason links'''
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* '''Referral Reasons''' -
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* '''Project subcategory links'''
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* '''Referral Templates''' -
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* '''Projects'''
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* '''Referral reasons''' -
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* '''Publications'''
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* '''Referral stage change audit''' -
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* '''Publications provided'''
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* '''Referral template stages''' -
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* '''RaC options locations'''
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* '''Referrals''' -
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* '''Rates'''
−
* '''Relationship Types''' -
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* '''Record branch visibility'''
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* '''Relationships''' -
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* '''Referral Deletions'''
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* '''Saved KPI report names''' -
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* '''Referral Reasons'''
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* '''Select options on Classification Code Questions''' -
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* '''Referral Templates'''
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* '''Simple outcomes''' -
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* '''Referral reasons'''
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* '''Software patches''' -
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* '''Referral stage change audit'''
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* '''Sub Menu Heading Placement''' -
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* '''Referral template stages'''
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* '''Sub Menu Link Placement''' -
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* '''Referrals'''
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* '''Support Job Cards statuses''' -
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* '''Relationship Types'''
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* '''Support Plan audits''' -
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* '''Relationships'''
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* '''Support Plan manager change audits''' -
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* '''Saved KPI report names'''
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* '''Support Plans''' -
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* '''Select options on Classification Code Questions'''
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* '''Support Worker Job Card audits''' -
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* '''Simple outcomes'''
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* '''Support Worker Matching Exclusion Definitions''' -
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* '''Software patches'''
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* '''Support Worker Matching Exclusions''' -
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* '''Sub Menu Heading Placement'''
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* '''Support Worker Services''' -
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* '''Sub Menu Link Placement'''
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* '''Support Worker Tasks''' -
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* '''Support Job Cards statuses'''
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* '''Support Worker Tasks for Services''' -
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* '''Support Plan audits'''
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* '''Support Worker Unavailabilities''' -
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* '''Support Plan manager change audits'''
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* '''Support Worker and Client time preferences''' -
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* '''Support Plans'''
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* '''Support Worker shifts''' -
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* '''Support Worker Job Card audits'''
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* '''Supporting People Talks''' -
+
* '''Support Worker Matching Exclusion Definitions'''
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* '''Termination Reasons''' -
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* '''Support Worker Matching Exclusions'''
−
* '''Timesheets''' -
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* '''Support Worker Services'''
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* '''Timesheets lines ''' -
+
* '''Support Worker Tasks'''
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* '''Timesplit lines''' -
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* '''Support Worker Tasks for Services'''
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* '''Travel rules''' -
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* '''Support Worker Unavailabilities'''
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* '''Travel rules groups''' -
+
* '''Support Worker and Client time preferences'''
−
* '''User Groups''' -
+
* '''Support Worker shifts'''
 +
* '''Supporting People Talks'''
 +
* '''Termination Reasons'''
 +
* '''Timesheets'''
 +
* '''Timesheets lines '''
 +
* '''Timesplit lines'''
 +
* '''Travel rules'''
 +
* '''Travel rules groups'''
 +
* '''User Groups'''
 +
 
 +
Click 'Display in Browser' button to run the report or 'Export to Spreadsheet'.
 +
 
 +
The report will then display the records inserted by which user(s) into which table(s).
 +
 
 +
[[File:in_aud3.PNG|alt="a list of referrals exported from the insert audit report."]]
 +
 
 +
----
 +
[[File:helpheader_small.png|right]]

Latest revision as of 16:45, 29 February 2024

Helpheader small.png

"a screenshot of the insert audit button from the reports menu."

The Insert Audit report allows you to display users that have created records in some of the key tables of the systems database.

"a screenshot of the criteria fields for the insert audit report. This includes date range, username and table name."

  • Earliest Date - Select the start of the period you wish to report on.
  • Latest Date - Select the end of the period you wish to report on.
  • User Name - Allows you to apply a user filter or to display all users. If you select all users you must specify a table name, due to the size of the report.
  • Table Name - Allows you to select all tables or a specific table. If you select all tables you must specify a user, due to the size of the report.

The following tables are available in the report:

  • Accommodation Types
  • Actions
  • Alert Condition Time Preferences
  • Alert Conditions
  • Alerts
  • Answers to Classification Code Questions
  • Associated people
  • Benefit definitions
  • Benefits applied and received
  • Branches and Views
  • Cancellation Reasons
  • Carer-dependant assignments
  • Checkbox visibility in Group Access
  • Classification Code Questions
  • Classification Codes
  • Classification Codes entered
  • Clinic Attendance Cancellations
  • Clinic Cancellation Reasons
  • Clinic Meeting breaks
  • Clinic Transport methods
  • Clinic Volunteers
  • Clinic attendances
  • Clinic meetings
  • Clinic members
  • Clinic treatments and activities
  • Clinic treatments and activities
  • Clinic treatments and activities for attendances
  • Clubs and Clinics
  • Consent Rule / Responses Links
  • Consent Rule Responses
  • Consent Rule definitions
  • Contract definitions
  • Course and Qualification definitions
  • Emails sent
  • Equipment
  • Equipment issued
  • Extension Database Fields
  • Extension Database select list options
  • Extension Databases
  • Extra links for org/people records
  • Facilities
  • Field Sets
  • Field definitions
  • Fields on Org/People tabs
  • Funding Streams
  • Group Access
  • Handyperson charges
  • Handyperson job cards
  • Handyperson job types
  • Handyperson jobs
  • Handyperson materials
  • Handyperson referrals
  • Handyperson time and materials
  • In Project records
  • Information Link Subheadings
  • Information Links
  • Information Links main headings
  • Input Field Rules
  • Invoice layouts
  • Letter access
  • Letter template access
  • Letter templates
  • Letter types
  • Letters and mailmerge audits
  • Lines on Support Plans
  • Log of Data Upgrades after version 737
  • Lookup folder fields
  • Lookup folders
  • Mailmerge criteria
  • Mailmerges
  • Main Menu Tabs
  • Membership and skills definitions
  • Menu items
  • Next of Kins
  • Org/People Courses and Qualifications
  • Org/People Ezitracker details
  • Org/People Income
  • Org/People consent rules
  • Org/People extra records
  • Org/People memberships / skills
  • Org/People old addresses
  • Org/People tab definitions
  • Org/People tabs
  • Org/People type definitions
  • Organisations and People
  • Private Notes
  • Private Notes visibility
  • Project Subcategories
  • Project Timesplits
  • Project nominal code links
  • Project project rules (basic)
  • Project referral reason links
  • Project subcategory links
  • Projects
  • Publications
  • Publications provided
  • RaC options locations
  • Rates
  • Record branch visibility
  • Referral Deletions
  • Referral Reasons
  • Referral Templates
  • Referral reasons
  • Referral stage change audit
  • Referral template stages
  • Referrals
  • Relationship Types
  • Relationships
  • Saved KPI report names
  • Select options on Classification Code Questions
  • Simple outcomes
  • Software patches
  • Sub Menu Heading Placement
  • Sub Menu Link Placement
  • Support Job Cards statuses
  • Support Plan audits
  • Support Plan manager change audits
  • Support Plans
  • Support Worker Job Card audits
  • Support Worker Matching Exclusion Definitions
  • Support Worker Matching Exclusions
  • Support Worker Services
  • Support Worker Tasks
  • Support Worker Tasks for Services
  • Support Worker Unavailabilities
  • Support Worker and Client time preferences
  • Support Worker shifts
  • Supporting People Talks
  • Termination Reasons
  • Timesheets
  • Timesheets lines
  • Timesplit lines
  • Travel rules
  • Travel rules groups
  • User Groups

Click 'Display in Browser' button to run the report or 'Export to Spreadsheet'.

The report will then display the records inserted by which user(s) into which table(s).

"a list of referrals exported from the insert audit report."

Helpheader small.png
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