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To assist you to better manage your data, Attaché allows you to keep a record of each and every change made to selected files, including masterfiles and transaction files. You can track details such as who made the change, what was changed, the new and old values and the date and time of the change.

You can decide which files and tasks to track, on a company-by-company basis. Changes made via Data Transfer or Attaché ODBC can also be tracked. All changes are recorded in an audit file, which is stored in the company data path.

You can view the audit file by using Attaché ODBC. (For more information see Attaché ODBC)

The audit file also records which files and menu tasks have been selected for tracking and details of any changes made to these tracking selections. For example, if Employee Masterfile is being tracked and tracking is then turned off, the audit file will record details of the user who turned tracking off, the date and time, etc. Unlike tracking of your data files, this type of tracking cannot be turned on and off — it is always present.

Turning on track changes

To track changes to your data files:

  1. Sign on as supervisor. 
  2. Select the files you wish to track on Tools | Company | Track Changes | Track Files. (Selecting files to track is described below.)
    Although any (or all) files in the system can be tracked, Attaché Software recommends that you begin by tracking relevant masterfiles only, until you become more familiar with this feature. 
  3. Select the menu tasks you wish to track, on Tools | Company | Track Changes | Track Tasks. (Selecting tasks to track is described below.) 
  4. If you use Attaché ODBC or Data Transfer and you want to track these changes too, select the relevant checkbox on Tools | Company | Track Changes | Tracking Options
  5. Choose Accept (F9) to save the options. 
  6. Sign on to the company again for track changes to take effect.

Selecting files to track

To select files for tracking choose Tools | Company | Track Changes | Track Files and select the files you wish to track. 

 

Select the files you wish to track


You can use All Yes (F11), Master Yes (F4) or Trans Yes (F7), to switch tracking on for all files, all masterfiles or all transaction files, respectively. However, if you use All Yes (F11), the audit file may become very large. We recommend that before turning on Track Files you consider which specific files you need to track to suit your business circumstances.

Tip: In both Track Files and Track Tasks you can choose Copy From (F6) if you have already set up tracking for one company and you wish to copy these settings. 

Selecting tasks to track

To select tasks for tracking choose Tools | Company | Track Changes | Track Tasks.

Choose the menu item you require in Menu Bar. Notice that as you click through Menu bar, the Level 2, Level 3 and Track Task options change accordingly, to reflect the menu structure in Attaché.

Now move to Level 2 and make a selection and then repeat for Level 3. Finally, choose the specific tasks under Track Task (or use the All Yes (F11), All No (F12) and Copy From (F6) functions.) Sign on again for tracking to take effect.

 

Select the tasks you wish to track

 

Example 1: To track all masterfile maintenance tasks which modify Payroll masterfiles, including employee details, bank accounts and standard pays, select Masterfiles in Menu bar and then select Payroll in Level 2. Now choose All Yes (F11) and then Accept (F9).

Example 2: To track all masterfile tasks which modify the Customer masterfile, select Masterfiles in Menu bar and then select Customers in both Level 2 and Level 3. Now choose All Yes (F11) — this instantly selects all tasks listed under Level 3 Customers in Track Task. Choose Accept (F9) to save.

 

REF: A000797.02, SF 4055