Audit logging is an advanced feature not designed for all users to access. We recommend that only the main information tables have audit logging enabled. These could be the Task and Sales opportunity tables, as this is where most information is captured.
IT departments can use external tools to interrogate the PDILOGAUDIT table to find when users changed certain information.
The PDILOGAUDIT table contains a record ID (RECID) that links back to the master table and the audit table (AUDITTABLE) where the record is contained. The IT department can find the record in question within the audit logging master table and then query the PDILOGAUDIT table using the matching record ID.
Not every organisation has an IT department with the time to hunt for records, so the Task and Sales Opportunity screens contain the following button.
Click the button to display a grid that will display all changes to the selected record. In addition, the grid will display the table and the master record ID; right-click the title to copy the table and ID to enable external interrogation.
|
If a record has been deleted, then we cannot use this method to locate when the record was deleted, by whom and previous data. However, the File>Maintenance menu within PDi CRM has a function titled "Deleted Audited Records." This function will display all deleted records between a given date range and for the selected, audited table. The process will first locate the "Deleted" records and then all the updates and inserts for the same record id. This information can determine when the record was deleted, by which user, date and time, and any prior changes made before the deletion.
|
Use the PDi CRM menu security and form security to limit access to these functions.