Differences

This shows you the differences between two versions of the page.

--- cats:procedures:maintenance:trackingfile [2017/08/08 13:38] – jen
+++ cats:procedures:maintenance:trackingfile [2019/11/19 16:47] (current) – jen
@@ Line 1: / Line 1: @@
 =====Tracking Operations & Errors=====
-{{entry>0;Tracking file maintenance;-}}{{entry>0;Tracking reports;-}}
+{{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====
@@ Line 19: / Line 29: @@
 ====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.
+Go to **Position Reports > Tracking**.
 [{{:cats:procedures:maintenance:positionreport_trackingaccessmenu.png?|Position report tracking access menu}}]
-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.
+[{{: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.
@@ Line 28: / Line 43: @@
 [{{:cats:procedures:maintenance:positionreport_trackingreporthtml.png?|Tracking report HTML print out}}]
-{{tag>"transaction reports" "error logs" "tracking file"}}
+{{tag>"transaction reports" "error logs" "tracking file" "transaction log"}}