Difference between revisions of "Insert Audit"

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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
−
[[File:Menu_insertaudit.PNG]]
+
[[File:in_aud.PNG|alt="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.
 
The Insert Audit report allows you to display users that have created records in some of the key tables of the systems database.
  
−
The following tables are included in the report:
+
[[File:in_aud2.PNG|alt="a screenshot of the criteria fields for the insert audit report. This includes date range, username and table name."]]
−
'''Accommodation Types'''
+
 
−
'''Actions'''
+
* '''Earliest Date''' - Select the start of the period you wish to report on.
−
'''Alert Condition Time Preferences'''
+
* '''Latest Date''' - Select the end of the period you wish to report on.
−
'''Alert Conditions'''
+
* '''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.
−
'''Alerts'''
+
* '''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.
−
'''Answers to Classification Code Questions'''
+
 
−
'''Associated people'''
+
The following tables are available in the report:
−
'''Benefit definitions'''
+
* '''Accommodation Types'''
−
'''Benefits applied and received'''
+
* '''Actions'''
−
'''Branches and Views'''
+
* '''Alert Condition Time Preferences'''
−
'''Cancellation Reasons'''
+
* '''Alert Conditions'''
−
'''Carer-dependant assignments'''
+
* '''Alerts'''
−
'''Checkbox visibility in Group Access'''
+
* '''Answers to Classification Code Questions'''
−
'''Classification Code Questions'''
+
* '''Associated people'''
−
'''Classification Codes'''
+
* '''Benefit definitions'''
−
'''Classification Codes entered'''
+
* '''Benefits applied and received'''
−
'''Clinic Attendance Cancellations'''
+
* '''Branches and Views'''
−
'''Clinic Cancellation Reasons'''
+
* '''Cancellation Reasons'''
−
'''Clinic Meeting breaks'''
+
* '''Carer-dependant assignments'''
−
'''Clinic Transport methods'''
+
* '''Checkbox visibility in Group Access'''
−
'''Clinic Volunteers'''
+
* '''Classification Code Questions'''
−
'''Clinic attendances'''
+
* '''Classification Codes'''
−
'''Clinic meetings'''
+
* '''Classification Codes entered'''
−
'''Clinic members'''
+
* '''Clinic Attendance Cancellations'''
−
'''Clinic treatments and activities'''
+
* '''Clinic Cancellation Reasons'''
−
'''Clinic treatments and activities'''
+
* '''Clinic Meeting breaks'''
−
'''Clinic treatments and activities for attendances'''
+
* '''Clinic Transport methods'''
−
'''Clubs and Clinics'''
+
* '''Clinic Volunteers'''
−
'''Consent Rule / Responses Links'''
+
* '''Clinic attendances'''
−
'''Consent Rule Responses'''
+
* '''Clinic meetings'''
−
'''Consent Rule definitions'''
+
* '''Clinic members'''
−
'''Contract definitions'''
+
* '''Clinic treatments and activities'''
−
'''Course and Qualification definitions'''
+
* '''Clinic treatments and activities'''
−
'''Emails sent'''
+
* '''Clinic treatments and activities for attendances'''
−
'''Equipment'''
+
* '''Clubs and Clinics'''
−
'''Equipment issued'''
+
* '''Consent Rule / Responses Links'''
−
'''Extension Database Fields'''
+
* '''Consent Rule Responses'''
−
'''Extension Database select list options'''
+
* '''Consent Rule definitions'''
−
'''Extension Databases'''
+
* '''Contract definitions'''
−
'''Extra links for org/people records'''
+
* '''Course and Qualification definitions'''
−
'''Facilities'''
+
* '''Emails sent'''
−
'''Field Sets'''
+
* '''Equipment'''
−
'''Field definitions'''
+
* '''Equipment issued'''
−
'''Fields on Org/People tabs'''
+
* '''Extension Database Fields'''
−
'''Funding Streams'''
+
* '''Extension Database select list options'''
−
'''Group Access'''
+
* '''Extension Databases'''
−
'''Handyperson charges'''
+
* '''Extra links for org/people records'''
−
'''Handyperson job cards'''
+
* '''Facilities'''
−
'''Handyperson job types'''
+
* '''Field Sets'''
−
'''Handyperson jobs'''
+
* '''Field definitions'''
−
'''Handyperson materials'''
+
* '''Fields on Org/People tabs'''
−
'''Handyperson referrals'''
+
* '''Funding Streams'''
−
'''Handyperson time and materials'''
+
* '''Group Access'''
−
'''In Project records'''
+
* '''Handyperson charges'''
−
'''Information Link Subheadings'''
+
* '''Handyperson job cards'''
−
'''Information Links'''
+
* '''Handyperson job types'''
−
'''Information Links main headings'''
+
* '''Handyperson jobs'''
−
'''Input Field Rules'''
+
* '''Handyperson materials'''
−
'''Invoice layouts'''
+
* '''Handyperson referrals'''
−
'''Letter access'''
+
* '''Handyperson time and materials'''
−
'''Letter template access'''
+
* '''In Project records'''
−
'''Letter templates'''
+
* '''Information Link Subheadings'''
−
'''Letter types'''
+
* '''Information Links'''
−
'''Letters and mailmerge audits'''
+
* '''Information Links main headings'''
−
'''Lines on Support Plans'''
+
* '''Input Field Rules'''
−
'''Log of Data Upgrades after version 737'''
+
* '''Invoice layouts'''
−
'''Lookup folder fields'''
+
* '''Letter access'''
−
'''Lookup folders'''
+
* '''Letter template access'''
−
'''Mailmerge criteria'''
+
* '''Letter templates'''
−
'''Mailmerges'''
+
* '''Letter types'''
−
'''Main Menu Tabs'''
+
* '''Letters and mailmerge audits'''
−
'''Membership and skills definitions'''
+
* '''Lines on Support Plans'''
−
'''Menu items'''
+
* '''Log of Data Upgrades after version 737'''
−
'''Next of Kins'''
+
* '''Lookup folder fields'''
−
'''Org/People Courses and Qualifications'''
+
* '''Lookup folders'''
−
'''Org/People Ezitracker details'''
+
* '''Mailmerge criteria'''
−
'''Org/People Income'''
+
* '''Mailmerges'''
−
'''Org/People consent rules'''
+
* '''Main Menu Tabs'''
−
'''Org/People extra records'''
+
* '''Membership and skills definitions'''
−
'''Org/People memberships / skills'''
+
* '''Menu items'''
−
'''Org/People old addresses'''
+
* '''Next of Kins'''
−
'''Org/People tab definitions'''
+
* '''Org/People Courses and Qualifications'''
−
'''Org/People tabs'''
+
* '''Org/People Ezitracker details'''
−
'''Org/People type definitions'''
+
* '''Org/People Income'''
−
'''Organisations and People'''
+
* '''Org/People consent rules'''
−
'''Private Notes'''
+
* '''Org/People extra records'''
−
'''Private Notes visibility'''
+
* '''Org/People memberships / skills'''
−
'''Project Subcategories'''
+
* '''Org/People old addresses'''
−
'''Project Timesplits'''
+
* '''Org/People tab definitions'''
−
'''Project nominal code links'''
+
* '''Org/People tabs'''
−
'''Project project rules (basic)'''
+
* '''Org/People type definitions'''
−
'''Project referral reason links'''
+
* '''Organisations and People'''
−
'''Project subcategory links'''
+
* '''Private Notes'''
−
'''Projects'''
+
* '''Private Notes visibility'''
−
'''Publications'''
+
* '''Project Subcategories'''
−
'''Publications provided'''
+
* '''Project Timesplits'''
−
'''RaC options locations'''
+
* '''Project nominal code links'''
−
'''Rates'''
+
* '''Project project rules (basic)'''
−
'''Record branch visibility'''
+
* '''Project referral reason links'''
−
'''Referral Deletions'''
+
* '''Project subcategory links'''
−
'''Referral Reasons'''
+
* '''Projects'''
−
'''Referral Templates'''
+
* '''Publications'''
−
'''Referral reasons'''
+
* '''Publications provided'''
−
'''Referral stage change audit'''
+
* '''RaC options locations'''
−
'''Referral template stages'''
+
* '''Rates'''
−
'''Referrals'''
+
* '''Record branch visibility'''
−
'''Relationship Types'''
+
* '''Referral Deletions'''
−
'''Relationships'''
+
* '''Referral Reasons'''
−
'''Saved KPI report names'''
+
* '''Referral Templates'''
−
'''Select options on Classification Code Questions'''
+
* '''Referral reasons'''
−
'''Simple outcomes'''
+
* '''Referral stage change audit'''
−
'''Software patches'''
+
* '''Referral template stages'''
−
'''Sub Menu Heading Placement'''
+
* '''Referrals'''
−
'''Sub Menu Link Placement'''
+
* '''Relationship Types'''
−
'''Support Job Cards statuses'''
+
* '''Relationships'''
−
'''Support Plan audits'''
+
* '''Saved KPI report names'''
−
'''Support Plan manager change audits'''
+
* '''Select options on Classification Code Questions'''
−
'''Support Plans'''
+
* '''Simple outcomes'''
−
'''Support Worker Job Card audits'''
+
* '''Software patches'''
−
'''Support Worker Matching Exclusion Definitions'''
+
* '''Sub Menu Heading Placement'''
−
'''Support Worker Matching Exclusions'''
+
* '''Sub Menu Link Placement'''
−
'''Support Worker Services'''
+
* '''Support Job Cards statuses'''
−
'''Support Worker Tasks'''
+
* '''Support Plan audits'''
−
'''Support Worker Tasks for Services'''
+
* '''Support Plan manager change audits'''
−
'''Support Worker Unavailabilities'''
+
* '''Support Plans'''
−
'''Support Worker and Client time preferences'''
+
* '''Support Worker Job Card audits'''
−
'''Support Worker shifts'''
+
* '''Support Worker Matching Exclusion Definitions'''
−
'''Supporting People Talks'''
+
* '''Support Worker Matching Exclusions'''
−
'''Termination Reasons'''
+
* '''Support Worker Services'''
−
'''Timesheets'''
+
* '''Support Worker Tasks'''
−
'''Timesheets lines '''
+
* '''Support Worker Tasks for Services'''
−
'''Timesplit lines'''
+
* '''Support Worker Unavailabilities'''
−
'''Travel rules'''
+
* '''Support Worker and Client time preferences'''
−
'''Travel rules groups'''
+
* '''Support Worker shifts'''
−
'''User Groups'''
+
* '''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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