Global Settings, Auditing, Clients

This page refers to the different fields available on the Auditing Section, Clients page of Global Settings.

Below the image of the page you will find itemised descriptions of the fields and a basic guide of what is required.

The following information is presented as a grid; right mouse click on the header row to open a menu option which includes being able to add or delete columns.

Tick the checkboxes in the "Audit" column to create Audit records for the activity selected.
Tick the checkboxes in the "Log" column to create Logs for the activity selected.

Client Auditing options

A grid view of all Client Auditing Options.

Column	Description
Audit	Tick to create an Audit record whenever a change has been made.
Description	A description of what changes will be audited.
Icon	Displays a Warning icon if there is a warning. The best way to see the reason for the "Warning" Icon, is to include the column (listed further down).
Log	Tick to create a log entry whenever a change has been made.
Option	The name of the change being audited.
Warning	Any warning that may appear when changes are made.

Selecting the "Bank Accounts" Log option will create a "Warning" message due to Banking information being exposed that is normally encrypted. It is advisable, therefore not to have this ticked.
Selecting the "Miscellaneous" audit option will audit changes to Credit Rating, Status and the Alert message.