Difference between revisions of "Audit Trail"

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{{CategoryBox|Plugins}}
 
[[File:Icon.{{PAGENAME}}.png]] The [[{{PAGENAME}}]] plugin, is a free add-on that can be installed from the {{Module|Plugin}}.
 
[[File:Icon.{{PAGENAME}}.png]] The [[{{PAGENAME}}]] plugin, is a free add-on that can be installed from the {{Module|Plugin}}.
  
After installing the plugin, the {{Button|Audit}} is added to the toolbar of the {{Module|Sales Order|Module buttons}}, {{Module|Purchase Order|Module buttons}}, {{Module|Part|Module buttons}}, {{Module|Product|Module buttons}}, and {{Module|Work Order|Module buttons}}. The {{Button|Audit}} displays the change log for the currently open item and can be filtered by typing into the '''Search''' field at the bottom of the window.
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After installing the plugin, the {{Button|Audit}} is added to the toolbar of the {{Module|Sales Order|Module buttons}}, {{Module|Purchase Order|Module buttons}}, {{Module|Part|Module buttons}}, {{Module|Product|Module buttons}}, and {{Module|Work Order|Module buttons}}. The change log for the current item is then displayed and can be filtered by typing into the search field at the bottom of the window.
  
 
[[File:{{PAGENAME}}.png]]
 
[[File:{{PAGENAME}}.png]]
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# Completely close all Fishbowl Clients.
 
# Completely close all Fishbowl Clients.
 
# Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting '''Exit'''.
 
# Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting '''Exit'''.
# After re-opening the Fishbowl Server, any user can see the new {{Button|Audit}} in the toolbar at the top of the following modules.
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# After re-opening the Fishbowl Server, admin users can see the new {{Button|Audit}} in the toolbar at the top of the following modules. [[File:Audit button on part toolbar.png]]
 
#* {{Module|Sales Order|Module buttons}}
 
#* {{Module|Sales Order|Module buttons}}
 
#* {{Module|Purchase Order|Module buttons}}
 
#* {{Module|Purchase Order|Module buttons}}
 
#* {{Module|Part|Module buttons}}
 
#* {{Module|Part|Module buttons}}
 
#* {{Module|Product|Module buttons}}
 
#* {{Module|Product|Module buttons}}
#* {{Module|Work Order|Module buttons}}<br>[[File:Audit button on part toolbar.png]]
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#* {{Module|Work Order|Module buttons}}
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# To make these buttons visible for other user groups, enable the '''Report Audit''' access rights in the {{Module|User Group}}.
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=Troubleshooting=
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* Deleted item(s) on orders are not logged events in the database and cannot be shown
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* Changes to existing item(s) (with the exception of deletion) on orders are logged events and are shown
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* Initial adding of item(s) are not logged events on orders and cannot be shown
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* Orders imported into Fishbowl will not have audit history until there has been changes made to the order within Fishbowl after import
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=Release Notes=
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{{HideH2|2020.3.X – 04-15-2020 - Fishbowl 2020.3}}
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* Added dialog when no audit history is available to display

Revision as of 17:10, 4 June 2020

Icon.Audit Trail.png The Audit Trail plugin, is a free add-on that can be installed from the Small.Plugin.png Plugin module.

After installing the plugin, the Audit Button.png Audit button is added to the toolbar of the Small.Sales Order.png Sales Order module, Small.Purchase Order.png Purchase Order module, Small.Part.png Part module, Small.Product.png Product module, and Small.Work Order.png Work Order module. The change log for the current item is then displayed and can be filtered by typing into the search field at the bottom of the window.

Audit Trail.png

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Audit Trail.png Audit Trail plugin and click Install.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, admin users can see the new Audit Button.png Audit button in the toolbar at the top of the following modules. Audit button on part toolbar.png
  6. To make these buttons visible for other user groups, enable the Report Audit access rights in the Small.User Group.png User Group module.

Troubleshooting

  • Deleted item(s) on orders are not logged events in the database and cannot be shown
  • Changes to existing item(s) (with the exception of deletion) on orders are logged events and are shown
  • Initial adding of item(s) are not logged events on orders and cannot be shown
  • Orders imported into Fishbowl will not have audit history until there has been changes made to the order within Fishbowl after import

Release Notes

2020.3.X – 04-15-2020 - Fishbowl 2020.3
  • Added dialog when no audit history is available to display