Setting up a Name and Address audit set

  1. On the sidebar, select Auditing > Audit Set Maintenance.
  2. Specify the CNAIDTY - Name in the Audit Set Entity field.
  3. In the Audit Set grid, select Name and Address.
  4. Click Details.
  5. Click Modify.
  6. Select the fields to be reported for the CNAIDTY - Name entity:
    FORMATNAME
    Formatted Name
    NAMETYPE
    Name Type
    SALUTATION
    Mailing Salutation
    ACTIVE
    Active
    TFKCNACATG
    Name Category
  7. Click Save.
  8. Define further reporting attributes:
    1. In the Name and Address - Audit Set Field Maintenance form, select a field in the Fields to Report section. For example, TFKCNACATG - Name Category.
    2. Click the detail button in this field.
      The check boxes within the Report Field section indicate when the field should be reported.
      Note: You must select at least one report field attribute for reporting purposes.
    3. Select and move a field to the Fields to Report section by clicking the right arrow button. For example, select the DESCR - Description field and move it to the Fields to Report section.
      The DESCR field from the CNACATG entity indicates that the TFKCNACATG value is changed from Propriety Limited to Publicly Listed in conjunction with the actual TFKCNACATG change.
    4. Specify this information:
      If record Created
      Select this check box to report the field when a new record is added to the entity.
      If record Deleted
      Select this check box to report the field when a new record is deleted from the entity.
      If record Updated

      Select this check box to report the field when a record is updated in the entity regardless of whether the value of the specific field is changed.

      If value Changed
      Select this check box to report the field when a new record is updated in the entity and the value of this specific field is changed.
      The If record Updated and If value Changed check boxes are dependent on each other.
      Clearing these check boxes indicates that the field is not reported when a record is updated.
      Note: You must select at least one attribute in the Report Field section.
    5. Click Save.