Audit the Organisation Details screen

1. From Control Panel, select File Maintenance and click on Organisation or the Organisation tab.
2. Select by the category containing the organisation you want to audit.
3. To audit an entry, click on the organisation to be audited, then click on Audit .
4. The Organisation Details - Audit Trail screen has details of additions and amendments made by staff members to the currently selected organisation.

   

   Organisation Details - Audit Trail

5. Select Next or Previous which run through each change; or you can click on to display a list of the dates of the original record:
   • Written on [date] at [time] by [user signed on]

   and any changes:

   • Changed on [date] at [time] by [user signed on]
6. As you select a specific entry:
   • Any fields where changes or additions have been made will be displayed in red as the entry at that time.
   • Where an entry is green, this is the current entry for a field where there has been a previous change.
   • Any fields on white are the original entry.
7. If you click to the right of the bottom window, you reach a second audit trail which you can scroll down to show all the entries on the Organisation Details screen.
8. Click Close when finished.

   

   Organisation Details - Audit Trail