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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)…

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

Checking Who Worked on a Given Policy Record

Checking System Usage by Login Name

Transaction Trail Report

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

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