Track Your Changes

a) This feature includes a table to track customizations and other changes made to Prime.

b) Description tab

1) Give the change a description name

2) Indicates the person making the change

3) What is the major area of change (e.g., bug fix, expanded feature, interface change, brand new feature, etc.)?

4) What is the area of change (e.g., calendar, time keeping, client intake, form letters, etc.)?

5) What is the date that you thought about the change?

6) What is the date the change was completed?

7) Was the change tested and when?

8) Include notes about the change if you need to be more detailed

9) Check Done if the change has been tested and works as designed

c) Explanation tab – Allows you to list the objects in the system this change affected, what the change does, and why was it needed

d) Documentation tab – You can build a documentation of changes and print out by entering information on this tab. What is the feature name, why is it important, what does it do, where can you find it in the system, what objects are used, and how do you use it.

e) To get a datasheet of your changes, click on Datasheet. You can also run reports on your changes from the Reports Selector. Clicking on a row opens the intake for that row.