Track who inputs or changes data

[FBCMoyock]

Is there a way to track which user inputs or changes data?

[NeilZ]

Is there a way to track which user inputs or changes data?

There is no audit trail for membership, you do have some audit trails in Contributions. Was there a specific area you were looking for ??

[FBCMoyock]

I've found double entries, people in the wrong family, misspelled names, etc. I would like to know who entered the record, or who was the last person to modify the record so I could speak to that person individually instead of having to make general sweeping statements about being more careful with your data entry. Since there is a date last modified field and a date entered, why can't it capture the users login and store that also?

[Zorak]

The system does not track who makes changes or adds new people in the Membership side.

[NeilZ]

We had to basically make sure that only people who really NEEDED add/update/delete permissions were given them, and made sure that they knew how to search for names.

I can understand why there isn't such an audit trail. There can be so many updates made over a week, that sort of table would quickly become unwieldy.

It does boil down to a training issue.

[debbieg]

I feel your pain. I have gone through the effort several times of getting all the households/profiles straightened out and then when i look again....chaos.

It doesn't have to be a full blown audit trail...just the addition of an "update by" field. Usually goes hand in hand with the "update date" field in a database.
debbie

[NeilZ]

I feel your pain. I have gone through the effort several times of getting all the households/profiles straightened out and then when i look again....chaos.

It doesn't have to be a full blown audit trail...just the addition of an "update by" field. Usually goes hand in hand with the "update date" field in a database.
debbie

Problem is an update field would not help you to discover who deleted a record. If the record is gone, there's no trail. It would tell you who updated Mary's record, but that's about all, not what was changed.

[dparker]

Is there an "Audit Trail" report available; one that would show a list of all "personal records" that have been altered and would identify the alteration(s).

[NeilZ]

Is there an "Audit Trail" report available; one that would show a list of all "personal records" that have been altered and would identify the alteration(s).

No .. as mentioned above, there can be so many updates made weekly that such a table would grow unwielding in a few months.

The easiest way to take care of the problem is to make sure only those people who REALLY need update or delete permissions have that permission.