Menu Path
Administration > Security > eRecords Setup
Description
Create electronic records, or snapshots, of events that occur in the database. A snapshot preserves the entire record, including information related to other database tables, to provide historical information related to the progress of your operation. For example, a snapshot of a work order header will include all information on the header as well as the associated activities. The system also provides the ability to print and export snapshots to external formats such as Adobe Acrobat® Portable Document Format (.PDF).
Define entities to take a snapshot of the record when you change the status of the record attached to the entity. For example, if your organization requires electronic records of the specific stages of a purchase order, you can define the snapshot for the PORD entity. The system takes the snapshot of the record.
In addition to creating electronic records of information in the database, you can set up the system to require an electronic signature to authorize status changes to specific records. The electronic signature is attached to an entity, and when a system user changes the status of a record based on specific criteria, the system prompts the user for an ID, password, and a reason for the signature (such as review, approval, responsibility, etc.).