Set-up, Transaction Trail

This is not a true set-up. It simply allows you to check which user has done what. For example, who incorrectly renamed or deleted a client record, so that corrective measures can be taken.

Use the “Signpost” button to select which type of transactions to include in the displayed list (if in doubt, click and thereby tick them all)…

• Show non policy / claim transactions (i.e. all address set, diary and accounts activity)
• Show policy / claim transactions (i.e. policies & claims)
• Show login / logout transactions (i.e. log ins and log outs)

Use the “Binoculars” button to re-order the Transaction Trail by…

• Date & time
• User-name
• Program
• Policy reference

Checking Who Worked on a Given Policy Record

• Set the Signpost button to show all transaction types
• Set the Binoculars button to display by “Policy reference”, enter a search value for the policy reference (e.g. 1111 as shown below) and click “OK”

• You’ll then be able to see who worked on the policy in question, as shown below

Checking System Usage by Login Name

• Set the Signpost button to only “Show log-ins and log-outs”
• Set the Binoculars button to display by “User name”
• You’ll then be able to see the times when each user was active on the system

Transaction Trail Report

Click “File / Print / Transactions” to activate the Listing pop-up, shown below…

• Enter the start and end dates (n.b. leave both blank for all dates, or enter just the start date for all after that date, etc)
• Use the “Order by” dropdown to choose the order in which the report should be sequenced
• Tick the transaction types to include (e.g. login / logout ones)
• Choose whether the report should be for one, all or a selection of users
• Click “OK”

For example, the above selection results in the report below, that shows all the times when FAY was active on the system.