User Activity Audit Trail Utility

Menu Path: System Administration Images\bluerarw.gif Utilities Images\bluerarw.gif User Activity Audit Trail Utility

Purpose

Create an audit trail of user activity.

Overview

Use User Activity Audit Trail Utility to generate a list of all user activity for a range of dates. You can output to a caret-delimited text file or directly to Microsoft Excel. You can filter the data to only include an audit trail for a specific user ID, to exclude specific users, or to include only data for a specific program.

The audit trail file includes the following information:

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the User Activity Audit Trail Utility window.

Print

Click this button to output the user activity audit trail based on the selected options on the Print Options tab.

Main Tab Fields and Buttons

Field or Button

Description

Start Date

Enter the first date in a range of dates for which to include user activity in the audit trail file, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

End Date

Enter the last date in a range of dates for which to include user activity in the audit trail file, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

User

Enter the user ID of a user for which to include user activity in the audit trail file, or click the Lookup button to select a user ID.

Exclude User

Enter the user ID of a user for which you do not want to include user activity in the audit trail file, or click the Lookup button to select a user ID. It is useful to exclude a user ID if one specific user has a large amount of activity, such as creating pick demands or invoices.

List

Click this button to display User List, which allows you to select specific users to exclude from the audit trail. If you click this button and select users, the check box to the right of the button is selected.

Program Name

Enter a program name if you only want to display user activity for a specific program in the audit trail file.

Sort by

Select whether to sort the data in the audit trail file by date or user.

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

  • File - Output to a specified file to be stored for later use. If you select this option, specify the output file name and location in the Output File Name field.

  • Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

Output File Name

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. This field is only available if you select the File radio button.

Process

Select whether the report is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Time

Enter the time to output or process, and select AM or PM.

These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Date

Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Task Occurs

Select one of the following options:

  • Once - Output or process at a specified date and time.

  • Every - Output or process on a recurring basis. You can select to output/process at a specific time:

    • every week on specified days

    • after a specified number of days

    • on the first or last day of each month

    • after a specified number of minutes

  • After - Output/process after a specified task is completed.

These radio buttons are only enabled if you select the Schedule radio button.

Frequency

Select one of the following:

  • Day of Week - Output or process every week on the selected days.

  • Days - Output or process after a specified number of days, starting on a specified date.

  • Month - Output or process on the first or last day of each month, starting on a specified date.

  • Time - Output or process after a specified number of minutes, starting on a specified date.

These radio buttons are only available if you select the Every radio button.

Day of Week

Select the day(s) of the week to output or process.

These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.

Repeat Every X Days

Enter a number of days after which to output or process. This field is only available if you select the Days radio button.

Repeat On

Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.

Repeat Every X Minutes

Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.

Triggering Task Id

Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.

Triggering Task Name

This field displays the name of the triggering task. This field is only available if the After radio button is selected.

Triggering Task Description

This field displays the description of the triggering task. This field is only available if the After radio button is selected.

Task Description

Enter a description of the task. This can help users understand the purpose of a recurring task.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.

External Email

Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.

Screen Alert

Select this check box to display an alert when the task is completed.

Internal Email

Select this check box to send an internal Apprise email when the task is completed.