Show pageOld revisionsBacklinksFold/unfold allBack to topAdd Tags This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. =====Tracking Operations & Errors===== {{entry>0;Tracking file maintenance;-}}{{entry>0;Tracking reports;-}}{{entry>0;Error Log;-}} 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. The following operations are tracked: * Code changes - Accounts, Grades, Terms, Payment Terms, etc. * Quantity changes - On location screens or contracts. * Allocate/Recover allocation. * Create a contract confirmation. * Select/Un-select inventory on an invoice. * Post/Unpost an invoice. * Changes to system settings. ====Tracking File Maintenance==== Go to **Maintenance > General Maintenance > Tracking File Maintenance.** [{{:cats:procedures:maintenance:trackingfilemaint_accessmenu.png?|Tracking file maintenance access menu}}] \\ To view the transaction file, click the circle next **Transaction Log**. Enter the date range and press **View Log** to proceed.\\ [{{:cats:procedures:maintenance:trackingfilemaint_viewtransactionfile.png?|View transaction log}}] Keep in mind any user can view the transaction log, but only a CATS supervisor can view the error log.\\ [{{:cats:procedures:maintenance:trackingfilemaint_viewtrackingfiles.png?|Transaction 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.\\ [{{:cats:procedures:maintenance:trackingfilemaint_searchfiles.png?|Search for a specific tracking file}}] Use **HTML** to print the report, or **Download** to save it.\\ [{{:cats:procedures:maintenance:trackingfilemaint_print.png?|Tracking file print file}}] ====Tracking Reports==== Another way to access the tracking report is to use the tracking report. Each line item on this report represents an action taken in the system by a user. Go to **Position Reports > Tracking**. [{{:cats:procedures:maintenance:positionreport_trackingaccessmenu.png?|Position report tracking access menu}}] Select the tracking report format and use the **Modify** button to make changes to filters on the report. [{{:cats:procedures:maintenance:tracking_modifyreport.png|Change filters for the tracking report.}}] You can also select columns and order as you would on any regular report. When you have finished, press **Print** to print the file. [{{:cats:procedures:maintenance:positionreport_trackingreportselect.png?|Select tracking report format}}] Choose the print preference for the selected report. [{{:cats:procedures:maintenance:positionreport_trackingreportprint.png?|Print tracking report options}}] View the tracking report. [{{:cats:procedures:maintenance:positionreport_trackingreporthtml.png?|Tracking report HTML print out}}] {{tag>"transaction reports" "error logs" "tracking file" "transaction log"}} cats/procedures/maintenance/trackingfile.txt Last modified: 2019/11/19 16:47by jen