How to add tables to an Audit Policy
  • 11 Apr 2023
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How to add tables to an Audit Policy

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Article summary

In order to track field changes in an Audit Policy, the fields you want to track must be manually added. A certain level of familiarity with the fields of each table is necessary in order to achieve the desired auditing result.

The FIMS Database Auditing Feature

Answer:
  1. Select Tools > System Utilities > Admin Utilities > Audit Utilities > Auditing Policy Maintenance > Audit Fields tab
  2. Click Add Record on the Fields toolbar. 
  3. Click the Search icon in the Field name field to choose the field you want to audit.
  4. In Audit create level, Audit update level, and Audit delete level fields, select one of the following:
  • Do Not Audit This Field (Off) – no auditing is done on that field.
  • Use the Audit Level set for the table (Use Table) – uses the same audit levels that you selected for the table as a whole.
  • Do not audit this field's value (Min) – records the event but does not save the values related to the field.
  • Record the updated field value (Std) – records the event that took place, along with the new value for the field.
  • Record old and updated field values (Full) – records the event that took place, along with both the original values and the updated values for the field. This value is only relevant for the Update level.
Note: You can use same the audit levels that you set up on the Audit Tables tab as defaults or you can choose different settings.  “Use Table” is the default value for all levels.
  1. To record each create, update, or delete field value change in a separate record, select the 1 record/field option corresponding to the audit level. 

For example:

  • If you select the option on the table setting, there is no need to select it in the field.  
  • The option is only available on the field set-up if you choose to Record the values. 
  • If you choose “Do not audit” or “Use the Table settings”, that option is not available to you at the field level.
NOTE: It is highly recommended that you include the field associated with the main record: the idcode, fundid, gift or grant number, etc.  If included, then also choose the identifying field box for the field that is a ‘Key’ (identifier).
  1. Save the record by clicking the Save icon.
  2. Add Audit Events to set creation, update, or deletion of Audit information.
  3. Commit changes.

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