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The Opportunity Audit Report

This report provides you with a chronological list of changes made regarding a specific shift opportunity. Clairvia Web saves the options you select for each report by your user login once you click Run Report.

When facilities are in different time zones, Staff Manager uses the time zone of the main database server for audit actions. For example, assume Susan in Miami logged into Staff Manager at 08:00 EST. The database server for her organization is in St. Louis, which is in the Central time zone. The audit trail report indicates that Susan logged in at 07:00 CST. This allows organizations to have one reference point for all audit actions.

Running the Opportunity Audit Report

Complete the following steps to run the Opportunity Audit report:

  1. From the Reports menu, select Administrative > Opportunity Audit. The selection criteria page opens.
  2. Select a profile from the menu.
  3. Select the shift to be reported on.
  4. Enter an audit date in the box or click the calendar icon to use the date menu. Select the date of the Opportunity shift, not the date the opportunity was created.
  5. Click Run Report.

To print the report, see Printing Reports.

Viewing the Opportunity Audit Report

If no opportunity actions were made to the Staff Manager database for the date and shift specified, Clairvia Web displays the message There is no Opportunity data to display. Otherwise, Clairvia Web displays a list of the actions connected to the opportunity.

The report displays the following information:

Sample Report

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