Security
Note
If you do not see the Change Logs folder, do not despair. This simply means that none of your installed packages has change logs available to activate.
Change logs track additions, modifications, and deletions to security sensitive data along with who made the changes and when. Logging changes requires more disk space, so ActivityHD makes change logging optional. You must activate change logging for each data file you want to audit.
The following data files are available for change logging:
- Accounts Payable: Vendors, Vendor Locations
- Accounts Receivable: Customers, Locations
- Human Resources: Employee Position Pay Rates, Employee Positions
- Payroll: Employee Automatics, Employee Bank Accounts, Employee Parameter Values, Employee Statuses, Employees, Locations, Segment Item Groups, Segment Item Parameter Values, Segment Items
- In the Navigation pane, highlight the
- In the HD view, highlight the change log to activate and click
. The Change Log window opens.
- Mark the Active? checkbox.
- Save your change.
Note
To activate multiple change logs at once, use the Change feature.
When you activate a change log:
- A subfolder for the change log becomes visible beneath the Administration > Setup > Change Logs folder.
- A Changes tab is added to the affected entity's Other tab.
- Changes are logged for the entity from that point forward until logging is deactivated.
Note
When viewing detail change logs you may see entries which contain three asterisks (* * *). These entries indicate that an entity record on which the record affected by the change event depends has been deleted. For example, if you delete an employee record in Payroll, you will find that the related detail change logs for employee automatics, employee bank accounts, employee parameter values, and employee statuses have * * * entries in columns which contain the employee code.
To view all of an entity's change log events:
- In the Navigation pane, expand the Administration > Setup > Change Logs folder.
- Highlight the subfolder that contains the changes you want to see. The changes are shown in the HD view.
Tip
You may find it beneficial to create a filter that restricts results by date or by user.
To view changes for a particular entity record:
- Open the entity record.
- Select the Other tab.
- Select the Changes tab to view change events.
Important!
Deactivating a change log deletes all its history of changes.
- In the Navigation pane, highlight the Administration > Setup > Change Logs folder.
- In the HD view, highlight the change log to deactivate and click . The Change Log window opens.
- Clear the Active? checkbox.
- Save your change. ActivityHD warns you that all events in the change log will be lost.
- Click OK. The change log's subfolder is removed from the Folders pane.
Purge events from a change log
Important!
Purging an event also deletes all previous events for the entity record.
To purge events from a change log:
- In the Navigation pane, expand the Administration > Setup > Change Logs folder and highlight the subfolder of the change log you want to purge events from.
- In the HD view, select the event(s) to purge.
- Click
. ActivityHD prompts you to confirm that you want to delete the selected event(s) and all previous events for the same entity record. - Click Yes.
Change Log Record ID
Change Log tab
Mark this checkbox to activate the change log. Clear the checkbox to deactivate it.
When you activate a change log:
- The change log's subfolder becomes visible under the Administration > Setup > Change Logs folder.
- Changes are logged for the entity until logging is deactivated.
- You can view changes to an entity record by opening the record and selecting the Other tab and then selecting the Changes tab.
Custom tab
This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.
Fields subtab
This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.
References subtab
This tab is visible if other records reference the current record.
Example
Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.
Exchange Folder subtab
This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified Exchange folder.
File subtab
This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.
This tab renders the contents of the specified file according to its file type.
Internet Address subtab
This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified web page.
Network Folder subtab
This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified network folder.
Other tab
Change logs security
Common accesses available on change logs
| Access | A user with this access can... |
|---|---|
| Change | Use the mass change action on change logs. |
| Custom Fields | Create and edit custom fields for change logs. |
| Data | Have read-only access to change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Edit | Edit change log records. |
| Export | Export change log records from ActivityHD. |
| Import | Import change log records into ActivityHD. |
| Read | Have read-only access to change log records. |
| Report | Run reports with change log information. |
| Report Designs | Create and edit report designs with change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to change logs. |
| Shared Filters | Create and edit shared filters on change logs. |
| Visible | View the Change Logs folder in the Navigation pane. |
Common accesses available on vendor change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to vendor change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete vendor change log records. |
| Report | Run reports with vendor change log information. |
| Report Designs | Create and edit report designs with vendor change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to vendor change logs. |
| Shared Filters | Create and edit shared filters on vendor change logs. |
| Visible | View the vendor change logs in the Change Logs folder in the Navigation pane. |
Special accesses available on vendor change logs
| Access | A user with this access can... |
|---|---|
| Federal ID | View federal IDs in vendor change logs. |
Common accesses available on vendor location change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to vendor location change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete vendor location change log records. |
| Report | Run reports with vendor location change log information. |
| Report Designs | Create and edit report designs with vendor location change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to vendor location change logs. |
| Shared Filters | Create and edit shared filters on vendor location change logs. |
| Visible | View the vendor location change logs in the Change Logs folder in the Navigation pane. |
Common accesses available on customer change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to customer change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete customer change log records. |
| Report | Run reports with customer change log information. |
| Report Designs | Create and edit report designs with customer change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to customer change logs. |
| Shared Filters | Create and edit shared filters on customer change logs. |
| Visible | View the customer change logs in the Change Logs folder in the Navigation pane. |
Common accesses available on customer location change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to customer location change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete customer location change log records. |
| Report | Run reports with customer location change log information. |
| Report Designs | Create and edit report designs with customer location change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to customer location change logs. |
| Shared Filters | Create and edit shared filters on customer location change logs. |
| Visible | View the customer location change logs in the Change Logs folder in the Navigation pane. |
Common accesses available on employee position change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to employee position change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete employee position change log records. |
| Report | Run reports with employee position change log information. |
| Report Designs | Create and edit report designs with employee position change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to employee position change logs. |
| Shared Filters | Create and edit shared filters on employee position change logs. |
| Visible | View the employee position change logs in the Change Logs folder in the Navigation pane. |
Employee position pay rate change logs
Common accesses available on employee position pay rate change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to employee position pay rate change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete employee position pay rate change log records. |
| Report | Run reports with employee position pay rate change log information. |
| Report Designs | Create and edit report designs with employee position pay rate change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to employee position pay rate change logs. |
| Shared Filters | Create and edit shared filters on employee position pay rate change logs. |
| Visible | View the employee position pay rate change logs in the Change Logs folder in the Navigation pane. |
Employee automatic change logs
Common accesses available on employee automatic change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to employee automatic change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete employee automatic change log records. |
| Report | Run reports with employee automatic change log information. |
| Report Designs | Create and edit report designs with employee automatic change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to employee automatic change logs. |
| Shared Filters | Create and edit shared filters on employee automatic change logs. |
| Visible | View the employee automatic change logs in the Change Logs folder in the Navigation pane. |
Employee bank account change logs
Common accesses available on employee bank account change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to employee bank account change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete employee bank account change log records. |
| Report | Run reports with employee bank account change log information. |
| Report Designs | Create and edit report designs with employee bank account change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to employee bank account change logs. |
| Shared Filters | Create and edit shared filters on employee bank account change logs. |
| Visible | View the employee bank account change logs in the Change Logs folder in the Navigation pane. |
Common accesses available on employee change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to employee change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete employee change log records. |
| Report | Run reports with employee change log information. |
| Report Designs | Create and edit report designs with employee change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to employee change logs. |
| Shared Filters | Create and edit shared filters on employee change logs. |
| Visible | View the employee change logs in the Change Logs folder in the Navigation pane. |
Special accesses available on employee change logs
| Access | A user with this access can... |
|---|---|
| Social Insurance | Show social insurance numbers and view them unobscured. |
| Social Security | Show social security numbers and view them unobscured. |
Employee parameter value change logs
Common accesses available on employee parameter value change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to employee parameter value change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete employee parameter value change log records. |
| Report | Run reports with employee parameter value change log information. |
| Report Designs | Create and edit report designs with employee parameter value change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to employee parameter value change logs. |
| Shared Filters | Create and edit shared filters on employee parameter value change logs. |
| Visible | View the employee parameter value change logs in the Change Logs folder in the Navigation pane. |
Common accesses available on employee status change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to employee status change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete employee status change log records. |
| Report | Run reports with employee status change log information. |
| Report Designs | Create and edit report designs with employee status change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to employee status change logs. |
| Shared Filters | Create and edit shared filters on employee status change logs. |
| Visible | View the employee status change logs in the Change Logs folder in the Navigation pane. |
Item change logs (all segments)
Common accesses available on item change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to item change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete item change log records. |
| Report | Run reports with item change log information. |
| Report Designs | Create and edit report designs with item change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to item change logs. |
| Shared Filters | Create and edit shared filters on item change logs. |
| Visible | View the item change logs in the Change Logs folder in the Navigation pane. |
Item group change logs (all segments)
Common accesses available on item group change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to item group change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete item group change log records. |
| Report | Run reports with item group change log information. |
| Report Designs | Create and edit report designs with item group change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to item group change logs. |
| Shared Filters | Create and edit shared filters on item group change logs. |
| Visible | View the item group change logs in the Change Logs folder in the Navigation pane. |
Item parameter value change logs (all segments)
Common accesses available on item parameter value change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to item parameter value change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete item parameter value change log records. |
| Report | Run reports with item parameter value change log information. |
| Report Designs | Create and edit report designs with item parameter value change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to item parameter value change logs. |
| Shared Filters | Create and edit shared filters on item parameter value change logs. |
| Visible | View the item parameter value change logs in the Change Logs folder in the Navigation pane. |
Location change logs (Payroll)
Common accesses available on location change logs
| Access | A user with this access can... |
|---|---|
| Data | Have read-only access to location change logs from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete location change log records. |
| Report | Run reports with location change log information. |
| Report Designs | Create and edit report designs with location change log information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to location change logs. |
| Shared Filters | Create and edit shared filters on location change logs. |
| Visible | View the location change logs in the Change Logs folder in the Navigation pane. |
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