We have many field employees transferring V&E and tools via the portal, and the activity level is high. To provide an easily accessible audit trail, pass the logged in user info to the Memo/Notes fields instead of "Transfer by Keystyle." Looking for something like the portal setting for Timecards: Create Portal Batches as the current user (instead of service account).
Melissa Mahurin
| Company | FHG, Inc. |
| Job Title / Role | Business Process Manager |
| I need it... | Yesterday...Come on already |
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Hey Michael - We REALLY need this. No way to track who is making transfer entries. Makes it a real challenge for accountability and charge back of "missing" tools. We have the code - see Thomas Green's comment below.
Michael, we have a piece of code that accomplishes this if you'd be open to incorporating it. In the [dbo].[EMProcessLocationTransfer] stored procedure, we'd just need the Notes selection (line 96 in the stored proc.) to be updated from:
,(ISNULL(@TransferNotes, '')
to this bit of code:
,'Transferred by: ' + CONVERT(varchar(10), EmplInfo.Employee) + '-' + EmplInfo.UserFullName + ISNULL(': ' + @TransferNotes, '')
Even simpler, Michael. The date and time are on the transfer transaction. Just need the username, so we have accountability around the transfer. Thanks!
Hi Melissa,
Do you see this message captures to be something as simple as "Melissa transferred on 8/21/18."