Change Reasons
Change Reasons are an optional program used to define a list of changes to be applied , logged and reported when changes occur to customer account setup.
Navigate To: System>Configuration>Customer>Change Reasons
- Enter a unique 2-digit Code.
- Enter a unique Change Reason Description.
- Change Reasons are active by default.
- To render a change reason inactive, remove the active setting. Inactive change reasons will display in red.
- Save and proceed to Set Logging/Required Fields.
Set Reason Required and Logged Fields
When a customer, site, or service field has been flagged to be reason required and logged, once a change is made to that field, TRUX will prompt the user to select one of the above change reasons when the changed information is saved. Changes as well as the change reasons are logged for reporting.
Navigate To: System>Configuration>Set Logging/Required Fields>Customer Explorer Settings
- Locate the field name from the Field List.
- Fields are preceded by Customer, Site, or Service.
- The Field List can be sorted by any of the column headers; Name, Required, Logged or Reason Req.
- Check the boxes for fields in the list which are to be Required, Logged and/or Reason Req.
Required: The field will display in Green and will require an entry in order to save and proceed
.
Logged: Entries and changes made to logged fields will be logged for Logged Activity Reporting
.
Reason Req.: When a change is made to these fields, the user will receive a prompt to select a Change Reason upon saving
.
When a change reason is saved upon a field change; the changes by date, user, customer, change field and reason, before and after, notes of change, change date and time are included on the Customer Change Audit Report.
Navigate To: Report>Report Center>System>Customer Change Audit
- Select Customer and Dates to be included.
- Select All or Specific Change Reason from the drop down.
- Select All or Specific User Names.
- Select All or Specific Fields.
- Select Output to produce the Customer Change Audit
.