Audit Report - Daily Plan Report

Updated on 17 Mar 2023

Article Summary

Share feedback

Thanks for sharing your feedback!

The audit report for the daily plan will show you when a daily plan was created, changed, or deleted and who initiated the change. To access an audit of the daily plan report, you will first need to navigate to the Audit Report section of the Report module and select Daily Plan Report from the drop-down menu.

Default Fields	Additional Fields
Audit Action- the type of action initiated Insert - the first time a value is placed in the Daily Plan field Update - the value in the Daily Plan field has been changed Delete - the value in the Daily Plan field is removed due to the status of an Opportunity being reset to Bidding or a Work Ticket or a Work Ticket Visit is removed	Division - the division that is associated with the daily plan report
Created By - the user who created or updated a value for the daily plan	Item Alt Name - Item Alternate Name
Created Time - when a daily plan was created or updated	Last Modified By - the name of the person who made the most recent change to the report
Daily Plan - the number of items listed for a day's work	Last Modified Time - the timestamp indicating when the most recent report change was made
Item Name - the name of the item	Last Name - the last name of the person who modified the daily plan report
Route - the route under which the visit is scheduled	Work Ticket # - the work ticket number associated with the daily plan report
Scheduled Visit Date - date of visit occurrence

Was this article helpful?

What's Next

Rolling Budget Report