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cats:procedures:maintenance:trackingfile [2017/08/02 15:53] – [Accessing Tracking Reports] jen | cats:procedures:maintenance:trackingfile [2019/11/19 16:47] (current) – jen | ||
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=====Tracking Operations & Errors===== | =====Tracking Operations & Errors===== | ||
+ | {{entry> | ||
- | CATS keeps a log of many activities in CATS, including transaction and error logs. These tracking reports can be useful for process review purposes. | + | CATS keeps a log of many activities in CATS, including transaction and error logs. These tracking reports can be useful for process review purposes. |
+ | |||
+ | The following operations are tracked: | ||
+ | * Code changes - Accounts, Grades, Terms, Payment Terms, etc. | ||
+ | * Quantity changes - On location screens or contracts. | ||
+ | * Allocate/ | ||
+ | * Create a contract confirmation. | ||
+ | * 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.\\ |
- | [] | + | [{{: |
+ | Keep in mind any user can view the transaction log, but only a CATS supervisor can view the error log.\\ | ||
+ | [{{: | ||
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.\\ | 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.\\ | 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>" | ||