Auditing

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Auditing allows you to define actions in the Resco Mobile CRM that should be recorded. Collected audit data will be sent to the CRM server when the application synchronizes. Auditors can then display audit data on the CRM server or even in the mobile app.

Enable collection of audit data

Select Auditing from the Project menu of Woodford to configure auditing in the app project.

Enabled
Select to enable audit.
Include GPS Position
Track the time and GPS position (the device must contain the GPS chip) when the action/change was performed.
Log synchronization event
Record the time and location where the synchronization was performed.
Log application state events
Track application's state: whether the application is running, terminated, paused (put to background), or resumed (put back to foreground).
Track GPS position changes
If you want to audit the movement, you can use the Track GPS position changes, where you can set the Delay and Distance of the GPS position. If the device moves for the defined distance after the set time interval expires, the position is recorded.
Table of entities
For each entity, select which actions should be recorded: Create, Update, Delete, StartEdit, EndEdit.

Display auditing data in Microsoft Dynamics server

To see auditing records in Microsoft Dynamics, go to Settings and select Resco Cloud > Mobile Auditing. You have two options:

  • Check the mobile auditing records.
  • View the records with the mobile auditing map. Requires a Google Maps API key.

Entering a Google Maps API key

To use the Mobile Auditing Map, you need to own the Google Api Key v3.

To enter it, go to Settings > Solutions and double-click Woodford. Select Configuration from the menu, enter the Google maps API key, and then click Save.

There's also an alternative way of setting up the API key.

  1. On the Dynamics Server, go to Settings > Customizations > Customize the System.
  2. Select Components > Web Resources from the menu and scroll down to Global properties for Map Providers.
  3. In the Web Resource: Global properties for Map Providers window, click Text Editor to open the script file for editing.
  4. Finally, enter the Google API key into the script specify the key into googleMapsApiKey field; leave googleClientID as null
googleMapsApiKey: "EnterYourGoogleApiKeyHere",
googleClientID:null,

Adding mobile audit records on the server form

To add the Mobile Auditing tab to the CRM server form:

  1. Go to Settings > Customizations > Customize the System on the CRM server.
  2. Select the Form, for example on the User entity, as it is the most relevant entity for the Auditing functionality.
  3. Click Import and add or select the tab where you want to add the list of user actions and click on Sub-Grid.
  4. Enter a unique name and select the Mobile Audit (Created by or Modified by) from the list of primary data source entities after that.
  5. Optionally, set View Selector to show all or selected views (there are some predefined views for the Mobile Audit entity, such as Today, Yesterday, etc.).

Adding mobile audit map on the server form

If you use the Google Maps API key, you can add the user activity visualization map.

  1. Go to Settings > Customizations > Customize the System on the CRM server.
  2. Select the Form, for example on the User entity, as it is the most relevant entity for the Auditing functionality.
  3. Click Import and add or select the tab where you want to add the list of user actions and click on Web Resource.
  4. Select resco_MobileCRM/MapIframe.html as the web resource.
  5. Set the name and check Pass record object-type code and unique identifier as parameters, as it will show only the records that the observed user made.

Display auditing data on different CRM servers

Server support for Auditing is available for Resco Cloud, Salesforce, CRM4, 2011, 2015 and Dynamics 365. Salesforce is a special case because with it, the records are saved on Resco Cloud.

Display auditing data in Mobile CRM application

Since version 10.1 of Resco Mobile CRM app, it is possible to see aggregated auditing data not only on the CRM server, but also in the mobile application, on a map.

Enabling in Woodford

This option is configured for each app project in Woodford, you need to add audit analysis to the Home screen.

  1. Edit an app project.
  2. Select Home from the Project menu.
  3. Select Audit Analysis from the Available Items pane and click Add.
  4. Click Save.

The Audit Analysis item shares configuration with global map. If you have defined multiple global maps, you will have multiple audit analysis entries. You can still add only selected to your home as needed.

For more information, see also this part of a webinar. Webinar

Using in mobile app

In the mobile app, this shows as Mobile Audit Analysis in the menu. You can control it in the same way as usual maps. Your selected entities show up as map pins. If there are any audit data from the same location as the map pins, you can see the number in the pin.

The Mobile Audit Analysis view comes with a few additional settings. Tap Settings in the top right corner.

Precision [meters]
Specify the precision in meters. If you use a fairly high number (i.e. low precision), a single audit record can appear in multiple neighboring map pins.
Date range
Restrict the audit data by date.
Hide frequently visited records
This allows you to easier locate records that did not receive much attention.
Max visible visits
Map pins with more visits than set here are not displayed if they're set as hidden in the check box above.

Manage audit data

Auditing can generate a lot of records. See Maintenance for information how to handle it. This function is only available for Dynamics CRM.