Reference > Auditing
The Audit Trail is a configurable data history mechanism. CISPro Global has a large number of application "events" that will trigger audit trail recording depending on the type of data and the configuration of the audit trail.
Some Events that Can Generate an Audit Trail
| • | Editing a user account |
| • | Editing a material's attributes: CAS, Name, Fire Code, Health Code, Reactivity Code, Formula, Specific Gravity, Physical State |
| • | Changing the material scope |
| • | Editing container quantity, location, owner |
Audit Trail Configuration The Audit Trail is configured at the workunit level. A Global, Site or Workunit Administrator can configure each Workunit for audit trail events. Audit configuration consists of two parts: determining what level of logging occurs when a record is changed (Audit Level), and determining which fields are recorded when logging occurs (Record Setting).
When a change is made to a data element whose Record Setting is either 'Audit Changes Only' or 'Always Audit,' the change event is recorded according to the Audit Level and Record Setting options, which are shown in the following tables:
Audit Level: Whether to record change events
None |
No event logging occurs when the record is changed |
Audit Trail Only |
When a record is changed, the change event is logged according to the Record Setting for each data element |
Signature Event |
When the record is changed, the change event is logged according to the Record Setting for each data element and an electronic signature event occurs if the user provides a valid password |
Record Setting: The fields, or parts of an event, that are to be recorded (e.g., a user's last name or a container's location)
Do Not Audit |
When a change event is logged, do not record this field |
Audit Changes Only |
When a change event is logged, record this field's before and after values only if the field is changed |
Always Audit |
When a change event is logged, record this field's before and after values regardless of whether the field is changed |
Configure Auditing
| 1. | Log in as a global, site, or workunit admin |
| 2. | Click the System Configuration link |
| 3. | In the Sites area, click the site that contains the workunit whose audit trail settings are to be modified |
Tip! The Site and Workunit of the logged in user are always shown in bold type to distinguish them from the other Sites and Workunits.
| 4. | Click the workunit whose audit trail settings are to be modified |
| 5. | Click the Auditing and Signatures link |
| 6. | Set each event to 'none,' 'signature event,' or 'audit trail only' as appropriate for your workunit's needs |
| 7. | Click Save |
Configuring Event Fields
| 1. | Open the Configure Auditing for Workunit page (see Configure Auditing in this section) |
| 2. | Click an event name link to open a Record Changed Data Elements for Event pop up window |
| 3. | Use the Record Setting drop-down lists to make changes to any of the fields as needed |
| 4. | Click Submit |
| 5. | Click the Close Window link at the top of the screen to return to the main CISPro Global window |
Viewing the Audit Trail
Audit trail data is specific to a particular "event" (operation) in CISPro Global. For example, dispensing from a container generates a "dispense_container" event (if it is enabled), which contains information about the dispense for that particular container.
The collection of events audited for a record (a container record in the previous example) is called the History. Pages that display particular records where events may apply have History link. To view the audit trail for an item (standard, receipt lot, container, user), click the History link.
Tip! In CISPro Global, Audit Trail windows are pop-up windows, and each has a Close Window link. Click the Close Window link to close the pop up window and return to the Main CISPro Global window.
Filter on History Audit View
The Audit View can show either a history of transactions for a container, material, or other object, or a single transaction. When the object's audit history is viewed, the Filter To drop-down list can limit what is displayed on the screen. Use the filter to change what the audit view displays, such as Owner only, or Owner, Location ID, and Barcode ID, etc.
Each audit trail event will have a set of table+field values associated with it. Depending on how the audit trail is configured, these "column" values may have changed during the event, or they may have been recorded for convenience. It will be clear which is the case because each column value has a Before and After display to show exactly what happened during the event.
Depending on the type of event being viewed, the appearance of the Audit View will vary. The example below is for a dispense operation. Here, information recorded as part of the audit event includes net quantity, dispensed quantity, etc., as well as links to other records (parent container, dispense ID) affected by the change.
In addition to Before and After values, the page can display when the event happened, who the logged on user was, and what the specific event was (Event_Type), as well as whether the user electronically signed the record.
Note: An audit value of "NULL" is indicated when a record is inserted and a value is not explicitly supplied for an audited column.