What is a tracked field?

Management tracking

A tracked field is a field the system is actively monitoring. When a field is tracked the system will create a log file that records when, what, and who made changes to the field content. Some fields contain sensitive information that may change the way a routine calculates or a report runs. For example, you may want to track changes to the case number, Social Security number, or birth date.

Contents

You have three options that can be used separately or combined together
How do you want to track fields?
How do I find the field that I want to track?

You have three options that can be used separately or combined together

You can use History Tracking to set up the application to record any changes to the information in the selected field. When you use this option, click the History (CTRL+H) button to show the tracking log.
You can use Management Tracking when you want to include any changes to the tracked field on the management report, but not include it on any other report that displays changes to fields selected for History Tracking. Use Reports > Management Report to print the Management Tracking report.
You can Management Deletions to record when information in a field is deleted and the field is left blank. Use Reports > Management Report to print a list of fields with values that have been deleted.

How do you want to track fields?

Track fields; everyone can see the tracking log. Use the options in the History Tracking column, on the Tracking tab in Organization.
Track fields; limited access to tracking log. Use the options in the Management Tracking column, on the Tracking tab in Organization.
Track field deletions; limited access to tracking log. Use the options in the Management Deletions column, on the Tracking tab in Organization.

How do I find the field that I want to track?

Find the fields on my own. If you have some experience working with databases or MSSQL, then this will be a little easier to understand. Each field is stored in a table. The table name 3/20/2019 16:33ers a hint as to the type of fields that are stored in the table. Click [+] to select and expand the fields in a table. If there is too much information on the screen, click [-] to collapse a section.
Find the fields for me. If you're not used to working with databases or this form is confusing, please contact customer support for assistance. They can quickly find the fields that you need tracked and show you how to set up field tracking.