Audit Trail sorting

Audit Trail sorting

You are able to sort the Audit Trail by action, module and employee for a specific date range and print a report based on your parameters.


Please note:  You must have security enabled for the Audit Trail to list all actions done in the program.  If you do not have security enabled, it will still record deletions.


To enable security, click on File, System Options, Global tab.  Check the boxes circled below and hit OK.  Then close and reopen KC so you can login.



Audit trail



For Standard users, you can set up an ID/password for each employee.  This is important if you want the Audit Trail to correctly list the employee performing the action.  Click here for information on setting up employees.


Please note:  Lite users do not have access to employees.  If you would like to upgrade to the Standard version, contact Sales at Sales@SoftwareConnectionLLC.com or 1-888-486-4343 x option 1.


Click on Utilities, Audit Trail.


You can sort by action:  All, Add, Modify, Delete.


You can sort by module:  Boarding, Daycare, Grooming, Invoices, Petsitting, Receipts, Special Services, Training.


You can sort by employees.


Choose the dates.  Hit the Go button.


Please note:  If you want to view by other parameters, you must choose your new options, then hit the Go button for KC to show updated information.



Audit trail



Example 1:  You want to see how many appointments, invoices and receipts employee SJohnson added for the past year.


Choose Add; Leave module as All; choose sjohnson; enter date range.  Hit Go.



Audit trail



Example 2:  You want to know how many boarding appointments were added for the month of July.


Choose Add; choose module as Boarding; leave employee as All; enter date range of July.  Hit Go.



Audit trail



Example 3:  You want to see all invoices deleted since the first of the year.


Choose Delete; choose module as Invoices; leave employee as All, enter date range.  Hit Go.



Audit trail





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