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Audit trail of marking constituents as Deceased

Last post 07-21-2008 1:33 PM by Pat Ratcliffe-Lee. 8 replies.
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  • 06-27-2008 10:44 AM

    • Laura DiVincenzo
    • Not Ranked
    • User Since: 2004
    • Posts 11
    • Organization: Easter Seals Delaware and Maryland's Eastern Shore
    • Products:  The Raiser's Edge

    Audit trail of marking constituents as Deceased

    Does anyone know if there is a way to see who marked a constituent deceased?

    Laura DiVincenzo
    Database Administrator
    Easter Seals of DE & MD Eastern Shore
  • 06-27-2008 11:11 AM In reply to

    • Melissa Graves
    • Top 10 Contributor
    • User Since: 2002
    • Posts 778
    • Organization: Village for Families and Children
    • Products:  The Raiser's Edge

    Re: Audit trail of marking constituents as Deceased

    There is no audit trail for any specific field in RE.  All you can see is who last changed the record in some way but you can not see what they changed.

    I know there are some VBA/API programmers out there who have come up with some creative ways to keep audit trails but unless you have that module ($$$$$$) I do not think you can do anything.  (someone correct me if I am wrong.)

    I do believe that the next major redesign for RE has been designed in a way to give you this audit trail.  This is likely years from implementation, however.  Sorry

    Melissa S. Graves
    Director of Development Services
    The Village for Families and Children
    Hartford, CT
  • 06-27-2008 11:36 AM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 461
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: Audit trail of marking constituents as Deceased

    There are ways to find it if you really are interested and do not have audit trails set up.  There are log readers available for SQL server.  These basically allow you to browse through the transaction logs.  This is a very slow and tedious project, so I would only do this if you really need to.

    It came in very handy at my last job, because one of my clients insisted that the equivalent of the Address Accelerator was mangling some of his records.  Invariably, we found that it was his administrative assistant who was incorrectly entering the data, which the program then put into a standardized format. 

    If you are on SQL 2005, you don't need to wait for BB to release the next version.  SQL 2005 has table audits.  We're not on SQL 2005, so I can't tell you how to set these up.

     Drew
     

    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 06-30-2008 2:13 PM In reply to

    Re: Audit trail of marking constituents as Deceased

    This may not be to the point, but we find it very useful to have a policy that only the Database Administrator can mark a person deceased and she (I mean me) adds a note and if available the obituary to the record,  If not the obit, how we found out a person died.  This idea won't help tracking the past but can help  creat a trail for the future.

    Nina Williams
    The Cleveland Institute of Art
    www.cia.edu
    Making Art Work
  • 06-30-2008 3:44 PM In reply to

    • Angela Snyder
    • Top 200 Contributor
    • User Since: 2005
    • Posts 34
    • Organization: Wycliffe Bible Translators, Inc.
    • Products:  The Raiser's Edge

    Re: Audit trail of marking constituents as Deceased

    We basically do the same thing Nina does. We only have several people that can mark someone deceased. They then add a notepad type of Deceased Notification saying how we learned they were deceased. We usually learn way after the fact so the note date helps us know when we learned of it.

    Angie Snyder
    Advancement, Operations Manager
    Wycliffe Bible Translators
  • 07-01-2008 5:02 AM In reply to

    • Sankari Siva
    • Not Ranked
    • Posts 2
    • Organization: The University of Western Australia
    • Products:  The Raiser's Edge

    Re: Audit trail of marking constituents as Deceased