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Setting Up an Audit Trail in Planning

Setting Up an Audit Trail in Planning

This tutorial covers how to use auditing reports to track user data activity in a data form in Planning 11.1.1.

Approximately 20 minutes.

Topics

This tutorial covers the following topics:

Prerequisites

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Overview

This tutorial covers how to set up audit trails in Planning.

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You are the Planning administrator at your company. Your management team asked you to provide them with auditing reports that track when users enter and modify data in Planning data forms.

After setting up change tracking, you verify data changes in the HSP_AUDIT_RECORDS table.

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Prerequisites

Before starting this tutorial, you should:

1.

Have administrator access to Planning applications.

2.

Have access to Workspace and Planning.

3.

Have access to query Planning relational database tables. In this case, you use Oracle SQL Developer.

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Enabling Auditing

To enable Planning audit reports, perform the following steps:

1.

Log on to Workspace.


 

2.

Select Navigate > Applications > Planning > [Planning application].


3.

Select Administration > Reporting.

 

4.

Select the Auditing tab.

 

5.

Click Close.

 

6.

In the view pane, expand the Forms node. Under Forms, click a folder name to display its content, and click a data form.

 

7.

Click an unlocked cell, enter data, and click Save.

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Viewing and Clearing Audit Reports in SQL Developer

To use Oracle SQL Developer to view and clear audit reports, perform the following steps:

1.

From your desktop, select Start > Programs > Oracle - OraDb11g > Application Development > SQL Developer.


2.

Expand nodes to locate Planning relational database tables.

 

3.

Select the HSP_AUDIT_RECORDS table and click the Data tab to display audit history.

In this example, data changes applied to all affected cells are posted to the table.

 

4.

From the Data tab, click the first cell in row 1 and press Ctrl + A to select all rows.

 

5.

Click Delete Selected Row(s).

 

6.

Click Commit Changes.

 

7.

All records are deleted.

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In this tutorial, you learned how to:

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