Differences

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--- cats:procedures:maintenance:trackingfile [2017/08/02 15:47] – [Accessing Tracking Reports] jen
+++ cats:procedures:maintenance:trackingfile [2019/11/19 16:47] (current) – jen
@@ Line 1: / Line 1: @@
-=====Accessing Tracking Reports =====
+=====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. It can also be useful as an activity history for a particular contract or location screen.
+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. 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.\\
-[]
+[{{: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. Go to **Position Reports > Tracking**.
+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.
-[]
-Select the tracking report format and press **Print** to print the file.
+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"}}