Process Tracking

Process tracking keeps the CRM data base secure from multiple access to same data and documents critical processes.

The Process Tracking (T3) info area is used:

• to track (and document) critical processes that affect the Aurea CRM database
• to prevent multiple users from concurrently starting a process that can only be executed once, e.g. modifying the data model.

Whenever certain processes are executed, a T3 record is created. Some processes are always tracked. Other processes are only tracked if the Process tracking check box in the Station configuration info area or in the Login record of the current user is enabled.

The T3 records can be deleted via maintenance.

• Station Number: Station being tracked.
• User name: Name of the user being tracked.
• Date, Time: Date and time the process was started.
• Module: Module from which the process was started.
• Process: The process being tracked. For detailed information on all process types, see https://support.aurea.com/wiki/index.php?title=Process_Tracking_Types.
  Note: System locks are not added as records to the process tracking, even if the Process tracking check box had been enabled in the Station configuration info area, see System Locks.
• End Date: Date on which this process was ended.
• Duration: The duration of the process is stored in milliseconds, and converted to days, hours and minutes when displayed.
• Status: Fixed catalog:
  • open: the process is being executed right now
  • completed: the process has been completed successfully
  • aborted: the process was aborted by the user
  • error: an error occurred and the process was aborted

    If an error occurs when executing an activity, the error number is written to the Status No. field, see Error Codes for Marketing Activities.

  • exception: Aurea CRM crashed while the process was being executed
• Text: Text relating to the process is added automatically (e.g. for selections, the name of the selection).
  Note: The text displayed in this field is always in English.