User Audit Trail

Guide to setting up your user audit trail

When changes are made on your Dineplan account, the system stores an audit trail of which users made the changes so that you can look back on these to see which of your users made the changes. This helps with accountability of your staff when adding new reservations or making changes to existing reservations.

There are 3 options for how the system stores the audit trail.

• Manually enter staff name

• Automatically use account name

• Use Booker Pins - Automatically links to staff name

By default, when a user makes a change, they are required to type in their name and this name is used in the Audit Trail.

When creating or editing a user, you can give the user an Account Name and then select the Use Name option to enabled. This means that every time this user is logged in and makes a change, it will not ask the user to enter their name, but it will automatically use the Account Name that is set up for this user. This works well if each staff member has their own account and it is only them that are using this account.

The Booker Pin is the most accurate and recommended way to use the Audit Trail. For this option a pin is given to each staff member and is linked to their name. No matter which account is logged in, whenever a change is made the staff member is required to enter a pin to complete the change. The name that is linked to that pin is then used in the Audit Trail. Each staff member should be the only person who knows their own pin and this ensures that they can only enter their pin and therefore their own name when making a change.