EMS | Audit Profiles and Audit Log

EMS | Audit Profiles and Audit Log

Description

“Audit Log” allows the user to keep track of actions that are performed within the system. By creating your own “Audit Profiles” you can specify which areas of the system you would like to audit and run that profile for any date range and staff members you require.

If you require the ability to Audit specific staff members it is essential that each member of staff logs onto the system when required and logs off when they have finished. If this process is not followed you will not be able to correctly ascertain which members of staff where logged onto the system when certain functions were carried out. 


Audit Profiles

The creation of Audit Profiles provides a quick search facility for items which you may regularly wish to report on via the Audit Log, this allows the grouping of actions in a single report. e.g. suspicious transaction, membership payment audits.

Creating Audit Profiles

In Administrator or Manager select "Auditing" and then select "Audit Profiles"





Audit profiles can be a combination of auditable items when creating you can use the Audit Groups and Selection tools to add items to the Profile.
  1. To create a a new "Audit Profile" click onto the "Green Plus" icon.
  2. Enter the name of the profile in the "Audit Profile" description field and select the "Green Tick" to confirm.
  3. Use the "Audit Group" drop down to select the audit items to be added to the profile, these are "Booking, Clients, Membership, Reservations, Tilling".
  4. Highlight the "Audit Items" to include in the profile and use the "Single Arrow" to add to the "Audit Profile", to add all items listed use the "Double Arrow".
  5. To remove items use the reverse "Single or Double Arrow".

Audit Log

The audit facility can be used to track the actions of users by date and time for a given Audit profiles or by selecting specific criteria.

In Administrator or Manager select "Auditing" and then select "Audit Log"





Audit Selection Fields

The following selection criteria is available
  • “Date” – the Audit Log can be ran for “All” dates or you are able to click onto the “Downwards Arrow” located at the end of the “Dates” box and select from the list provided, if you need to input a specific date range select the “Custom” option and then input the required dates in the “From” and” To” boxes, if needed you are also able to input specific times of the day that you would like the reports to include.
  • “Client / Company” – if you wish to run the Audit Report for a specific client or company input the name in the box provided and then press the enter key on your keyboard 
  • “Sites” – this will default to “All Selectable”.
  •  “User” – you are able to select all users of the software by leaving the filter set to “All Selectable”, individual staff members may be selected by clicking onto the relevant staff members name.   To select multiple users use the “Selection” option in the list or click on the "Three Dots" adjacent to the field .
  • All Staff members are automatically allocated, if you do not wish to include certain staff members, highlight the staff members name and then use the” Single” backwards arrow to remove it from the audit log. 




Audit Report

If you have created “Audit Profiles “they will be shown under the” Pre-Defined Audit Profile” box, if you wish to run the audit log with any of these profiles click onto the profile you need to run and all items associated with this profile will appear within the” Include in Audit Report”.


  1. "Pre-Defined Audit Profiles" can be used to automatically populate the items to be included in the audit report, Select the profile in the list and select the "Green Tick" to generate the report.
  • "Selection Audit Items" can be used to build a audit report, use the "Audit Group" to select the list of audit items "Booking, Clients, Membership, Reservations, Tilling". Using the navigation arrows to add the audit items to the Audit report and select the "Green Tick" to generate the report.

Below is an example of the type of report which will be provided,


  • The report will show the “Date” /” Time” /” PC Location” / “User” /” Audit Type”/ “Client/Company” /” Code/Column” /” Original Value” and “New Value”.


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