Difference between revisions of "Auditing with SchemeServe"

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[[image:ActivityTab.png|thumb|The Activity Tab]]
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Auditing Events in SchemeServe across a date range is simple.
  
To audit the activity of your staff and automatic events that are happening on your Cases (be they quotations or Cases), you can use the Activity tab.
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#Log in to SchemeServe as an Administrator
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#Click the '''Admin Tab'''
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#Click the '''Auditing Icon'''
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#Click the '''Link''' for the '''“From” Date''' and select a date on the Calendar
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#Click the '''Link''' for the '''“To” Date''' and select a date on the Calendar
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#Use the '''Event Types (in this date range) Drop Down Menu''' to Select which Event Type or All Events you wish to audit
  
First find a Case, using the Cases search when logged in to SchemeServe.
 
  
Once you are viewing a Case, click the Activity tab.
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== Video Tutorial ==
  
You will see a list of events that have happened for this Case, with person responsible, date and time.
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<html>
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<iframe width="640" height="360" src="http://www.youtube.com/embed/-JPUT_vEf2c" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also: ==
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[[Auditing Changes to Cases including Direct Debit Schedules]]

Revision as of 04:44, 7 December 2012

Auditing Events in SchemeServe across a date range is simple.

  1. Log in to SchemeServe as an Administrator
  2. Click the Admin Tab
  3. Click the Auditing Icon
  4. Click the Link for the “From” Date and select a date on the Calendar
  5. Click the Link for the “To” Date and select a date on the Calendar
  6. Use the Event Types (in this date range) Drop Down Menu to Select which Event Type or All Events you wish to audit


Video Tutorial


See Also:

Auditing Changes to Cases including Direct Debit Schedules