Audit Trail Reports

General Audit Trail Report

The Audit Trail records actions of operators throughout the system. Each entry has a date time stamp, the action and the operator that performed that action. The audit trail can be enabled or disabled via Operational #40.

To view booking audit trail, right click on the booking-->view-->audit trail

Alternatively, access the same report via right click on customer grid-->view-->audit trail

Scope

Narrow your audit trail selection based on the available scope below

Sample Output



Querying the Database

For users interested in creating their own audit trail reports, all general audit trail entries are saved in tblAudit. The audit codes are saved as an integer and relate to the following actions:

0Booking Modified
1Booking Deleted
2Booking Extended
3Booking Duplicated From Archive
4Delivery Sheet Printed
5Invoice Printed
6Booking Archived
7Credit Generated
8Booking Created
9Converted to Booking
10Converted to Quote
11Quote Created
12Settlement Discount Accepted
13Standard Invoice Printed
14Already Invoiced Warning
15Cash Receipt Taken
16Credit Reversed
17Manual Invoice Generated
18Long Term to Rental 7
19Long Term to Rental 14
20Long Term to Rental 28
21Long Term to Rental Monthly
22Long Term to Rental Quarterly
23Deposit Taken
24Deposit Refunded
25Booking Checked Out
26Booking Returned
27Start Save
28Return of Unused Equipment
29Booking Cancelled
30Undo Checkout
31Resolve Discrepancies
32Final Resolution – Removed Headings
33Cross Rental Price/Qty Changed
34Ship as Cross Rental, No PO
35Ship Potential Cross Rental, No PO
36Cross Rental Deleted
37PO Modified
38PO Posted
39PO Received
40PO Deleted
41PO Un-received
42PO Approved
43PO Un-approved
44PO Created
45Partial Checkout
46Final Checkout
47Partial Return
48Final Return
49Booking unlocked while new cross rental being created
50Attempt to open while already open
51Unlock Command Issued
52Archive PO
53Booking Duplicated
54Integrity Error : Item Count
55Booking Opened from Checkout
56Un-post PO
57Customer Changed
58COD Payment Changed
59Cancelled Booking Reason
60Booking Consolidated
61Fully Invoiced
62PO Closed Without Invoice
63Booking Notes Modified in Quick Look
64Customer Noted Modified in Quick Look
65Printed Booking Hardcopy
66Unattached
67Partial Undo Checkout
68PO Duplicated
69Converted Deposit to Pre-payment
70Converted Pre-Payment to Deposit
71Job Report Printed
72Days Using Modified
73Entry Operator Modified
74PO has been reviewed
75PO review status has been reset
76Manual Credit Generated
77Project Invoice Generated
78Standard Invoice Generated
79Custom Invoice Generated
80Booking Placed in Pull Status
81Booking Changed from Pull to Booked Status
82Booking saved with value exceeding customer credit limit
83Currency Has Changed
84PO Flagged as ‘Include on Schedule’
85PO ‘Include on Schedule’ Removed



Open Return Audit Trail

This report details a list of all bookings that were partially or fully returned in an Open Return session. Scope can be narrowed down multiple ways.


Asset Audit Trail


The Asset Audit Trail writes to tblassettrail and reports on the following actions:

  1. Create Asset
  2. Delete Asset
  3. Change Asset product code
  4. Change Asset Stock Number
  5. Change Asset Barcode
  6. Change Asset Disposal Type
  7. Change Asset Home Location 
  8. Change Asset Service Status
  9. Move Asset to a different product
  10. Move Asset to a different product and stock number changed



Audit Trail general

This Audit Trail General Report shows who changed an expiry date on technician secondary skill records and when the change was made.

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Running the report

First choose the date range for your report

Then select a particular operator or click ALL operators

Next enter the table name ContactSecondarySkills

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Information stored in RentalPoint

Each Technician has a contact record which allows for a record of the technicians Secondary Skills

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If you Add/Delete/Change Secondary skill Expiry Date, then tblAuditTrailGeneral will contain records of these actions

select * from tblAuditTrailGeneral

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