Contents of the Audit Trail Form

Use the Audit Trail form to set up the audit trail rail feature, which you use to track changes made to your hub records and settings records.

Hub/ User Activity Audit Trail

Use this section to specify audit trail settings for hubs and for Chart of Accounts Settings.

Field Description
Number of Days to Retain Audit History Enter the number of days for which you want to retain audit trail information for your hubs. For example, if you enter 20, all audit trail information older than 20 days is deleted. If you reduce the value in this field, then records that are older than the new value are deleted upon save. This option does not apply to settings audits.
Enable Hub Audit Trail

Select this option to enable the Audit Trail feature for a hub. When you select this option, the check boxes for individual hubs and Chart of Accounts Settings become available. To enable user activity monitoring for a hub or for the Chart of Accounts Settings, select the corresponding check box.

  • Activities
  • Billing Terms
  • Chart of Accounts (Settings > General Ledger > Chart of Accounts)
  • Contacts
  • Employees
  • Firms
  • Marketing Campaigns
  • Projects
  • Boilerplates
  • Units (available if you have the Accounting module installed)

User Defined Components Grid

Field Description
Application This column displays the applications that you can audit. The list is based on the applications that your enterprise owns and any user-defined components that are available.
Audit Select this check box to enable audit tracking for the user-defined component beside it.

Settings Audit Trail

Field Description
Enable Settings Audit Trail Select this option to enable audit trail configuration, which allows you to determine how audit trail changes are tracked in specific application areas.
  • Roles: Select this option to track the insertions, deletions, and changes made to Settings > Security > Roles.
  • Users: Select this option to track the insertions, deletions, and changes made to Settings > Security > Users.
  • Screen Designer Security: Select this option to track changes made to hidden, locked, or required field values in the Screen Designer.

    This option tracks changes made in the Screen Designer in the Vantagepoint browser application. It does not track any Screen Designer changes made for the Equipment hub in the Vantagepoint desktop application.

  • Open and Close Periods: Select this option to track the changes made to Utilities > Periods > Period Setup.
  • Exchange Rates: This option is available if you use multiple currencies. Select this option to track the insertions, deletions, and changes made to Settings > Currency > Daily Exchange Rates and Settings > Currency > Period Exchange Rates.
Field Description
Save Click this button to save your changes.