Data entry summary by individual

Options
Hello, 

I am the ED of a mid sized org with a very small staff. I have supervisor rights on both RE and FE and our auditor has expressed a concern that I have the ability to, potentially, commit fraud because I am able to enter data as well as alter entries by others.  He suggested we pull a report periodically that shows all my activity. Can anyone help? I'm assuming I could create a query? Any help would be most appreciated!  Roxanne

Comments

  • It would take multiple queries to cover all your activity, although what they are probably most concerned about are Gifts.  Unfortunately if a record is deleted then there's nothing to query on and RE doesn't have any sort of reporting on what's deleted.  One work-around would be to periodically report on how many Gifts are in the system and how many have been added since the last report to see if anything has been deleted.


    One bit of advice, do not work in the system using Supervisor level rights unless you're doing something that really needs that level.  I have two accounts:  JHeizer and JHeizerAdmin.  I use JHeizer 90% of the time and only use the admin/supervisor account when needed.
  • Dariel Dixon 2
    Dariel Dixon 2 Community All-Star
    1,500 Likes Seventh Anniversary 1000 Comments Photogenic
    There are plug-ins available that can track this type of information, but they are not cheap. It's a difficult spot to be in with such a small staff, I'm sure everyone is wearing lots of hats.  I'm hoping you don't normally perform the gift entry, even though you could if necessary.


    Being that you have both RE & FE, I'm assuming that once the gift are posted, any changes have to be made via an adjustment.  That may be one method of tracking changes.


    It might be worth considering if you need to have admin rights for both products?  It may be necessary, but it could be helpful if your access could be downgraded on one of the platforms.

Categories