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cats:procedures:maintenance:trackingfile [2017/08/04 13:58] – [Tracking Reports] jen | cats:procedures:maintenance:trackingfile [2017/12/19 03:21] – external edit 127.0.0.1 | ||
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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. 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. These tracking reports can be useful for 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==== | ||
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====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. |
+ | |||
+ | Go to **Position Reports > Tracking**. | ||
[{{: | [{{: | ||
- | Select the tracking report format and press **Print** to print the file. | + | 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. | Choose the print preference for the selected report. | ||
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+ | {{tag>" | ||