What is an Object?

An object is a group of related fields. For example, an Address object would contain the street address, city, state, zip, etc.

The Audit Monitor’s Main window displays detailed information about the changes: who performed them, what object and field are changed, modification date, action, old and new values, etc. This tab displays a list of audit records that match your selected filters. There are 8 standard fields to use as filters. By default, these fields match the headers in the filtered results table.

A. Change Date: This field is actually made up of two fields: Start Date and End Date. You can type a date in MM/dd/yyyy format. You can also select a date by clicking the calendar icon next to each of the date fields.

B. Object Type: Select the category of change. The categories that you audit are set in the Objects Audited tab.

C. Change Action: Select the type of action you want to see. You can learn more about each action in the Types of Changes section.

D. User Name: Click into this field to see a list of available jCore users to select from.

E. Employee Monitor Search: Click the magnifying glass icon to open the Employee Monitor. This is useful if you don’t know an employee's name, but have some other information, such as SSN.

F. Multi-selection Window: Click the multi-select icon to open the multi-selector window. Hold the Ctrl key and right-click on each user you want to search for at one time, then click OK. The system will add the selected users to the User Name field.

G. New Objects Only: Selecting this check box will bring only results with the Create Object Type.

H. Resolve Pointers to Data values: This checkbox converts GUID reference strings to the actual values linked with a specific user. This will only affect Add/Remove audit records.

I. Changed Field: The selection you make in the Object Type field determines the selections available in this dropdown.

J. Old/New Value: You can search by text in this field. jCore keeps a record of the information contained in a field before and after a change.

K. System ID: Each trade or account has a unique identifier called a system ID. This is also called a GID.

L. Filter Button: Clicking this button tells the system to begin searching for audit records based on your filters.

The Objects Audited tab allows you to set the types of changes that will result in an entry in the Audit monitor. Initially, this tab is blank. Click the Filter button to generate a list of results. You can narrow down these results in four ways:

A. Object: Enter text into this field to see a specific object. Clicking the speech bubble icon opens up a menu to filter the results further.

B. Importer Changes: When this filter is set to Yes, the system will display objects that are set to capture changes made automatically via data sync. No means that these types of changes are not tracked.

C. Client Importer Changes: When this filter is set to Yes, the system will display objects that are set to capture changes made using the jCore Importer module. No means that these types of changes are not tracked.

D. UI Changes: When this filter is set to Yes, the system will display objects that are set to capture manual changes made by a user directly in jCore. No means that these types of changes are not tracked.

The Audit monitor displays these GUID pointers in place of values when someone adds or removes a record in the system. You can tell the system to convert some of these values to readable text by selecting Resolve Pointers to Data Values on the Main tab. You can select the type of information that the system converts in the Setup tab.

1. Select an object type from the list on the left side of the screen.

2. Select one or more fields associated with that object.

3. Click Save.

Determine which fields from the created list to audit right now (see the Objects Audited tab).