Client's Package Audit Trail

Modified on Mon, 6 Apr at 9:38 AM

The Package Audit Trail on a client’s profile provides a detailed log of every action taken on a client, pet, or family member's package. It records activities such as credit creation, credit usage, and manual adjustments, along with the name of the staff member who made each change. This article explains how to access the audit trail and describes the types of data it displays.

Thing to Know:

Access to the Audit Trail hyperlink is controlled by the "Accessing Packages" access control setting.
When a package is purchased, the audit trail automatically generates “Credit Created” and “Credit Started” entries. If the package’s start date is later modified, the system will remove the original “Credit Started” entry and create a new one reflecting the updated start date.

Contents:

Viewing Audit Trail
Audit Trail Columns

Viewing Audit Trail

Navigate to the Clients tab
Search for the desired client
Open the client's profile
Scroll down to the Packages section
Expand the package
Click the "Audit Trail" hyperlink
The package audit trail will then be displayed

Audit Trail Columns

Column	Description
Date	The date the action was taken
Adjustment	The adjustment column in the audit trail identifies exactly what occurred with a package. Below are the possible values and what they represent: Credit Created: The package is initially purchased or added to the client profile. Credit Started: The package has reached its start date and is now active Credit Expired: The package reaches its end date, and any remaining balance is no longer valid Manual Adjustment: A staff member manually increased or decreased the credit balance. Credit Usage Removed from Ticket: A package label is removed from a ticket after it was used as a payment method. Credit Used: A credit is applied to a transaction; this entry typically includes a link to the associated ticket Credit Refunded: An item paid for with the package credit is refunded, and the credit is returned to the package balance.
Applied To	Items eligible for package credit
Modified By	Name of the staff member who performed the activity
Ticket #	The ticket number associated with the transaction
Credit	The amount of credit added to the package
Debit	The amount of credit used or deducted
Balance	The remaining credit balance

If you have any questions, please contact us at support@mytime.com.

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