Improved Auditing / new entries for the Activity tab
Ideas for improved auditing might include the following. Note that the feasibility of these items has not yet been fully investigated...
- When a payment is attempted, log the attempt, type of payment, and amount in the string based activity log.
- When a payment either succeeds or fails, log the type, amount and success or failure in the string based log.
- When anything is changed on the Questions tab, use the magic class dirty fields concept to log changes to the string based static activity log thus "Number of Employees was changed from '1' to 'jhkjhh'".
- When anything is changed on the Matrix tab, use the magic class dirty fields concept to log changes to the string based activity log e.g. "Subsidence rate was changed from '0.12' to '0.15'" or "Commission due to BISH1 changed from 40% to 30%".
- Log the manual addition, editing or removal of Endorsements on the Endorsements tab to the flat string based log.
- Include a text description of any referrals that are cleared in the Activity log.
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Any time you are able to include additional information in the Activity Log is great and extremely useful. At the moment my priority would be regarding the payments as currently these are not logged at all.
Whilst this may not be a major issue for Broker schemes (because payments are logged in the Money tab) there is a gap in the Direct Schemes where a user can pay by card and this is not reported/timestamped anywhere.
I dare say the information is available in a report (I have not investigated this as yet) but if you are looking at a particular case it is always nicer to have all the information in one place.
Thanks
Natalie
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