Master Edit Report in Helios - TanToday - Helping Salon Owners, One At A Time, Since 2000!

hlardieri · 27th November 2006, 02:41 PM

Hi,

I am new to the Helios Program. I am running ver 9 and I printed out a Profile Audit report (Thank you to Tantoday's forums for helping me find out how to do this from a prev post by another salon owner)to see what information is being changed via Master Edit.

My problem is I am having a problem understanding this report. I see numbers which I believe are sessions but what does the dollar amount represent? Does this mean X amount of dollars are added as prepaid to a client's account?

Quick background - I purchased a salon and the salon manager has a Master Edit password given to her by the previous owners. I am not there everyday and would like to understand what I am reading before jumping to conclusions.

Thank you in advance for any help!

sparky · 27th November 2006, 03:30 PM

Unfortunately, this report will mot tell you which password allowed edit, only that someone with Master Edit changed something. Restricting the use of this type of password ie essential to data integrity.

The ME (Master Edit) report is showing a snapshot of the profile BEFORE and AFTER any changes using the Master Edit Password.

You should see in the first entry a "B ME" or Before Master Edit, and on the second entry a "A ME" or After Master Edit under the 'Stat" or Status column.

Simply put, if there is a dollar amount change in the AFTER version, yes, money's were added to that particulat section of the Client Profile, i.e. Prepaid Dollars, etc...

You can easily restrict accesss to these by changing the options in employee passwords. MANAGEMENT -> PASSWORDS -> 'Your access code Here'

For ongoing operations, especially with an absentee owner, a manager should not need these.

I would suggest upgrading to version 11.4, and adding internet access to the salon so you can do maintainence through BACKOFFICE.

You can set up the internet at the salon so that there is no usage by employees, if you so desire, at the same time.

hlardieri · 27th November 2006, 04:00 PM

Hi Sparky,

Thank You SOOO much.

I plan to upgrade shortly and changing permissions TODAY.

Thanks
Hope

27th November 2006, 02:41 PM	#1 (permalink)
hlardieri Rookie Join Date: May 2006 Location: NJ Posts: 9	Master Edit Report in Helios Hi, I am new to the Helios Program. I am running ver 9 and I printed out a Profile Audit report (Thank you to Tantoday's forums for helping me find out how to do this from a prev post by another salon owner)to see what information is being changed via Master Edit. My problem is I am having a problem understanding this report. I see numbers which I believe are sessions but what does the dollar amount represent? Does this mean X amount of dollars are added as prepaid to a client's account? Quick background - I purchased a salon and the salon manager has a Master Edit password given to her by the previous owners. I am not there everyday and would like to understand what I am reading before jumping to conclusions. Thank you in advance for any help!

27th November 2006, 03:30 PM	#2 (permalink)
sparky Moderator Join Date: Oct 2004 Location: Neverland Posts: 1,937	Re: Master Edit Report in Helios Unfortunately, this report will mot tell you which password allowed edit, only that someone with Master Edit changed something. Restricting the use of this type of password ie essential to data integrity. The ME (Master Edit) report is showing a snapshot of the profile BEFORE and AFTER any changes using the Master Edit Password. You should see in the first entry a "B ME" or Before Master Edit, and on the second entry a "A ME" or After Master Edit under the 'Stat" or Status column. Simply put, if there is a dollar amount change in the AFTER version, yes, money's were added to that particulat section of the Client Profile, i.e. Prepaid Dollars, etc... You can easily restrict accesss to these by changing the options in employee passwords. MANAGEMENT -> PASSWORDS -> 'Your access code Here' For ongoing operations, especially with an absentee owner, a manager should not need these. I would suggest upgrading to version 11.4, and adding internet access to the salon so you can do maintainence through BACKOFFICE. You can set up the internet at the salon so that there is no usage by employees, if you so desire, at the same time.

27th November 2006, 04:00 PM	#3 (permalink)
hlardieri Rookie Join Date: May 2006 Location: NJ Posts: 9	Re: Master Edit Report in Helios Hi Sparky, Thank You SOOO much. I plan to upgrade shortly and changing permissions TODAY. Thanks Hope

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode