Auditing Tasks

You can use the Task Audit feature to view the tasks performed by users. You can filter audited tasks by date range, application server, user, and task performed.

If you are assigned the Application Administrator role, you can view, export, and delete task audit information. If you are not an administrator, but have the View Task Audit role, you can view and export task audit information.

These user activities are logged in the task audit:

Idle
Rules Load
Rules Scan
Rules Extract
Consolidation
Chart Logic (Calculate)
Translation
Custom Logic
Allocate
Data Load
Data Extract
Data Entry
Data Retrieval
Data Clear
Data Copy
Journal Entry
Journal Retrieval
Journal Posting
Journal Unposting
Journal Template Entry
Metadata Load
Metadata Extract
Member List Load
Member List Scan
Member List Extract
Security Load
Security Scan
Security Extract
Logon
Logon Failure
Logoff
Metadata Scan
Data Scan
Extract Data to Database Export
Extract Data to Database Schema Delete
Transactions Load
Transactions Extract
Document Attachments
Document Detachments
Create Transactions
Edit Transactions
Delete Transactions
Post Transactions
Unpost Transactions
Delete Invalid Records
Data Audit Purged
Task Audit Purged
Post All Transactions
Unpost All Transactions
Delete All Transactions
Unmatch All Transactions
AutoMatch by ID
AutoMatch by Account
IC Matching Report by ID
IC Matching Report by Acct
IC Transaction Report

The task audit log includes this information:

Username
Activity performed
Activity start time
Activity end time
Server name
Description
Current module

The task audit log information is stored in the (APPNAME_TASK_AUDIT) table. You can back up or extract the information in the table to a file, then clear the table. You should monitor the size of the log and clear it on a regular basis.

To perform a task audit:

Select Navigate, then Administer, and then Consolidation Administration.
Select Administration, then Audit, and then Tasks.
Optional: From the Filters panel, select filter criteria:
- Application
- Server
- Date Range
  - To view all dates, select Include All.
  - To specify a date range, select Range, and then specify Minutes, Hours, Days, or Months.
  - To specify specific dates, select Custom, and then enter a Start and End date, or click the calendar icon to select dates.
- Users
- Tasks
Optional: To export the audit information to a CSV file, click Export, or select Actions, and then Export and follow the download instructions.
Optional: To delete entries based on the current filter settings, click Delete based on the current filter settings, or select Actions, and then Delete Filtered.
Optional: To delete all entries from the log, click Delete All, or select Actions, and then Delete All.
Note:
When you clear the log, a record of the clear process remains in the log and cannot be erased.