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cats:procedures:maintenance:trackingfile [2017/08/02 15:37] – created jen | cats:procedures:maintenance:trackingfile [2017/12/19 03:21] – external edit 127.0.0.1 | ||
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- | =====Accessing | + | =====Tracking |
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+ | CATS keeps a log of many activities in CATS, including transaction and error logs. These tracking reports can be useful for process review purposes. They can report all operations and activity history for a specific contract, location screen etc. It can also be useful tool to find incorrect operations that have been done. | ||
- | CATS keeps a log of many activities in CATS, including transaction and error logs. This log can be useful for training and process review purposes. It can also be useful as an activity history for a particular | + | The following operations are tracked: |
+ | * Code changes - Accounts, Grades, Terms, Payment Terms, etc. | ||
+ | * Quantity changes - On location screens or contracts. | ||
+ | * Allocate/ | ||
+ | * Create | ||
+ | * Select/ | ||
+ | * Post/Unpost an invoice. | ||
+ | * Changes to system settings. | ||
====Tracking File Maintenance==== | ====Tracking File Maintenance==== | ||
Go to **Maintenance > General Maintenance > Tracking File Maintenance.** | Go to **Maintenance > General Maintenance > Tracking File Maintenance.** | ||
- | [] | + | [{{: |
- | + | \\ | |
- | To view the transaction file, Click the circle next **Transaction Log**. Enter the date range and press **View Log** to proceed. Keep in mind any user can view the transaction log, but only a CATS supervisor can view the error log. | + | To view the transaction file, click the circle next **Transaction Log**. Enter the date range and press **View Log** to proceed.\\ |
- | [] | + | [{{: |
- | Once viewing the tracking scan, you can use the top menu items to **Search** for a specific file. | + | Keep in mind any user can view the transaction log, but only a CATS supervisor can view the error log.\\ |
- | [] | + | [{{: |
- | Use **HTML** to print the report, or **Download** to save it. | + | Once viewing the tracking scan, you can use the top menu items to **Search** for a specific file. You can also click on the bold column heading(s) to sort.\\ |
- | [] | + | [{{: |
+ | Use **HTML** to print the report, or **Download** to save it.\\ | ||
+ | [{{: | ||
====Tracking Reports==== | ====Tracking Reports==== | ||
- | Another way to access the tracking report is to use the tracking report. Go to **Position Reports > Tracking**. | + | Another way to access the tracking report is to use the tracking report. |
- | [] | + | |
- | Select the tracking report format and press **Print** to print the file. | + | Go to **Position Reports > Tracking**. |
- | [] | + | [{{: |
+ | Select the tracking report format and use the **Modify** button to make changes to filters on the report. | ||
+ | [{{: | ||
+ | You can also select columns and order as you would on any regular report. | ||
+ | When you have finished, | ||
+ | [{{: | ||
+ | Choose the print preference for the selected report. | ||
+ | [{{: | ||
+ | View the tracking report. | ||
+ | [{{: | ||
+ | {{tag>" | ||