ID611 - Equipment Change Audit Overview & Sample:

Daily report showing new equipment records created and updated equipment records.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

This alert will provide you with a daily report of all new Equipment Records created (showing all critical fields), and also advise you when a change is made to one of those critical fields on an existing Equipment Record. We suggest you have someone quickly review this report daily, not necessarily analyzing every change, but making sure that the wrong people aren't creating or changing data or that wholesale changes haven't been made without informing the right people. If you need details to confirm that someone knows what they are doing, it's right there for you. This alert also provides an audit log of changes, something that e-automate does not provide.

Please note, we are limited to reporting the 'last updator' based on how e-automate stores this information. Please see THIS LINK for those specifications.

 

Run Schedule:  Daily in the morning

Type of Output: Email

 

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Sample

Sample

 

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Variables

Variables

Variable W: All or Contract/Lease Only - Enter All or report on all equipment records, or ContractLease to only report changes to equipment on an active lease or contract.

Variable X: Branch Numbers - Enter the branch numbers for the alert to trigger on, separating multiple branches with commas. Leave blank to trigger on all branches.

Variable Y: Customer Custom Property - Name of custom property on customer record identifying customers to trigger on. If the custom property is blank or 'Yes', the alert will trigger for that customer record. Set to 'No' to exclude the customer from the alert.

 

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Alert Functionality

Alert Functionality

1. We are not able to provide you with historical data on changes to records from before the day we install our alert because e-automate does not store this information from which we can pull. Once we install the alert, we start building our comparison table to report the information back to you.

2. When run in 'ContractLease' mode, the report will only show equipment that is either:

On a contract:

On a lease:

3. You can exclude customers from reporting on this alert using a custom property on the customer record. See the documentation here on how to create the custom property. Add the name of the custom property to Variable Y. When this property is set to 'No', all equipment records associated with this customer will be excluded from the alert.

4. This alert reports when the critical fields on the equipment record are changed. For newly created equipment records, all fields on the report will show the current value. The fields reported on are highlighted in yellow for each section of the equipment record.

Equipment Header:

Location tab:

Billing/Contact tab:

Meters tab:

Contract/Leases tab:

Sales/Service tab:

SLA Code:

 

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Best Practices & Tips

Best Practices & Tips

1. See this post for documentation on the best practice for setting up equipment records with the proper parent/child relationship.

Custom Property Set Up

Custom Property Set Up

There is no default name for the custom property to exclude customers; whatever the name of the custom property is in e-automate will be added to Variable Y.

Attribute name = ZCJCustomerID611

Description = Include customers on ID611

Data type = Yes / No

Add the custom property to the Customer custom property configuration:

You can set the default value for the custom property to Yes, so all customers will be included in the report.

 

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Related Alerts

Related Alerts

ID169 - Item Change Audit

ID174 - Contract Change Audit

ID325 - Customer Change Audit

ID491 - Monitoring Item Records for Inventory Code Change

ID761 - Equipment Record Location Address Changed

 

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