This article is intended for ATAs (though anyone can run this) looking to troubleshoot data changes.
The Audit Report can be used to pull an audit trail of any changes made to data elements in the system, including deletions, edits, inactivations, and data record creation. This can be used for User changes, and Provider updates and changes as well. The Audit Report can be used to help troubleshoot when a change was made, what the change was, and which user that made the change.
From the Reports tab in ServicePoint, click on Audit Report.
The report will default populate your provider, but it can be changed to any provider or project you are associated with.
Here is a quick overview of the prompts
This will restrict all results to only those from that provider. This can be left blank if the value is unknown.
- Including Subordinates:
Checking this will allow for subordinate providers from the above-selected provider to be included in the results. This comes in handy if you know which agency made a change, but not which provider.
Use this prompt to search for a user. This will filter all results down to only those made by this particular user.
Each item that is listed is an item you can search for changes.
This would be the item that was edited, changed, or deleted.
- Date Prompts:
Select a beginning and an ending date you think the change may have occurred within. If dates are unknown leave it blank or specify a very wide range.
This is how the item was changed by ether; Delete, Create, Inactivate, Read, or Update.
After the prompts are completed, click on Build Report. Once it completes, the results will be shown below.
Downloading the results ca be done via the Download button but will usually take the same amount of time as the original report.
For further questions or concerns, please contact the Help Desk or email the Help Desk at HMIS@allchicago.org.