Configuring Trace Owner Mapping

Configuring Trace Owner Mapping

1. From the Administration menu, select Client Relations, select Activity Management, and select Trace Owner Mapping.

2. Click New.

3. Select an Owner Code. This is the owner responsible for the trace trigger (a logged-in user).

4. Select the Trace Owner Code. This is the owner code on whose name the new trace activity should be created.

5. Click Save.

Editing Trace Owner Mapping

1. From the Administration menu, select Client Relations, select Activity Management, and select Trace Owner Mapping.

2. On the Trace Owner Mapping screen, search and select the required trace owner mapping that you want to edit and then click the vertical ellipsis.

3. Click Edit.

4. Update the configuration.

5. Click Inactive to make the trace definition inactive. Inactive trace definitions do not appear in search results unless you click the Actions ellipsis and select Show Inactive.

6. Click Save.

Deleting Trace Owner Mapping

1. From the Administration menu, select Client Relations, select Activity Management, and select Trace Owner Mapping.

2. On the Trace Owner Mapping screen, search and select the required trace owner mapping that you want to delete.

3. Click the vertical ellipsis and then click Delete.

4. Confirm the deletion.

5. Click Save.