Overview
The Audit monitor allows you to identify changes made to records in jCore. The list of changes is archived every two years. This prevents searches from being overwhelming while maintaining the information you need in the event of an audit.
Note: Authorized users may request the archived data from Docupace. Docupace aims to provide the requested files with 48 hours.
jCore tracks five types of changes made to records. The system refers to these as Change Actions. The list below defines each of these actions, alongside an image to help clarify its meaning.
Createidentifies when the system creates a brand new record.Destroyidentifies when the system deletes a record.Setidentifies a change to an existing record.
Example: A change in marital status or adding/ removing an address.
Addidentifies when the system links two records.
Example: The system links an existing user to an account as its beneficiary.
Removeidentifies when the system unlinks two records.
Example: The system removes a linked beneficiary from an account.
Tabs
The Audit monitor has three tabs that work in tandem to generate the list of changes.
There are three ways to modify object:
via UI
via Importer
via Client Importer.
The sections that follow describe each tab in more detail.
The Main tab allows you to search for changes and displays the results in a table format.
The Objects Audited tab allows you to set the types of objects that the system monitors for changes.
The Setup tab allows you to select what kinds of records you want to track as an Add/Remove change.
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.