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Viewing Audit Trails for Funds

Your company administrator determines which Fund fields (if any) are audited. You can view the audit trail that tracks the changes made to the audited fields.

By default, the following fields are audited; however, your company administrator can customize these default fields as described in Customizing the Audit Trail:

  • For Funds: Owner, Partner, Status, and Target Amount.
  • For Fund Requests: Approved, Claim Decision Date, Claim Req., Due Date, Fund, Granted, Owner, Pre-Approval Date, Pre-Approval Req., and Status

Before you begin. The Fund audit trail is not displayed by default. To add it to the Fund Detail page, your company administrator must grant read-only access to the related information for Funds for your role. Then you must click the Edit Layout link on the Opportunity Detail page and add the Audit Trail as a Related Information section (see Changing Your Detail Page Layout).

To view the audit trail for a fund

  1. Select the fund.

    For more information on selecting funds, see Finding Records.

  2. On the Fund Detail page, scroll down to the Audit Trail section.

Each row shows the date the record is updated, who made the update, and the new and old values in the field.


Published 05/11/2007