Master Data Management

Generate a Custom Audit Report

MDM is delivered with a data source called dspConduct, which contains the view webReviewRoleAggregateSel. This view is used for the review roles to generate a table of record changes in the email body of role ready notifications for review roles.

A Designer can replace this standard audit report with a custom audit report which allows for additional validations and mapping of specific field list box values. Users set the audit details on the Scenario (Roles) page's Vertical View, on the Audit Details tab or on the Role page's Vertical View, on the Audit Details tab.

The audit report generates as an Excel file that can be attached to an email notification. This file is saved to the Path location specified in the MDM_AuditDetails_FilePath data source.

To view the location where the Audit Details report is stored:

  1. Select Admin > Data Sources in the Navigation pane.

  2. Click the Vertical View icon for the MDM_AuditDetails_FilePath data source.

  3. View the path in the Path field on the General tab.

Prerequisites

Before performing this task, the Designer builds a view in their Content WebApp's database using Syniti naming standards that are used for the audit report. This view must contain a RequestID column that filters the results. If the data returned from the view includes an AuditDetailsOrderByColumn column, the view sorts the data based on this column.

How the Report is Generated

When the Designer updates the fields Audit Details Data Source ID and Audit Details View on these pages’s Vertical View, the view identified from the data source becomes the audit report for the associated role, depending on settings.

How the custom audit report is generated is based on where settings are configured in MDM:

  • If the Audit Details Data Source ID and Audit Details View fields on the Scenario (Roles) page and the Role page’s Vertical View are blank, no custom audit report is generated.

  • If the Audit Details Data Source ID and Audit Details View fields on the Scenario (Roles) page and the Role page’s Vertical View are populated, the custom audit report details are set at the scenario role level.

  • If the Audit Details Data Source ID and Audit Details View fields on the Scenario (Roles) page are populated and the Audit Details Data Source ID and Audit Details View fields on the Role page’s Vertical View are blank, the custom audit report details are set at the scenario role level.

  • If the Audit Details Data Source ID and Audit Details View fields on the Scenario (Roles) page are blank and the Audit Details Data Source ID and Audit Details View fields on the Role page’s Vertical View are populated, the custom audit report details are set at the role level.

NOTE: In this case, the Audit Details Data Source ID and Audit Details View fields on the Scenario (Roles) page are not populated with data from the role level, even though these settings are used to generate the custom audit report. The fields remain blank at the scenario role level.

NOTE: The file that is produced from this audit report remains in the Path location specified in the MDM_AuditDetails_FilePath data source for a period of 1440 minutes (one day) by default. Users can update the retention minutes on the Parameters page.

To configure the custom audit report at the role level:

  1. Select Master Data Management > Design in the Navigation pane.

  2. Click the Roles icon for a category.

  3. Click the Vertical View for a role.

  4. Click the Audit Details tab.

  5. Click Edit.

    View the field descriptions for the Audit Details tab on the Role page's Vertical View

  6. Select a value in the Audit Details Data Source ID field.

  7. Select a value in the Audit Details View.

  8. Click Save.

NOTE: If this role is assigned to a scenario where the Audit Details Data Source ID and Audit Details View fields on the Scenario (Roles) page are populated, the values in these fields are used instead of the values set at the role level. These fields must be blank at the scenario role level for the role level settings to be used.

To configure the custom audit report at the scenario role level:

  1. Select Master Data Management > Design in the Navigation pane.

  2. Click the Scenarios icon for a category.

  3. Click the Roles icon for a scenario.

  4. Click the Vertical View for a role.

  5. Click Edit.

    View the field descriptions for the Audit Details section on the Scenario (Roles) page's Vertical View

  6. Select a value in the Audit Details Data Source ID field.

  7. Select a value in the Audit Details View.

  8. Click Save.