Date	Change

Date	Change
September 2022	Initial Version

Overview

To access the Audit Monitor, click the Platform tab (1), then click on Audit Monitor (2).

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.

Create identifies when the system creates a brand new record.
Destroy identifies when the system deletes a record.
Set identifies a change to an existing record.

Example: A change in marital status or adding/ removing an address.

Add identifies when the system links two records.

Example: The system links an existing user to an account as its beneficiary.

Remove identifies when the system unlinks two records.

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.