How It Works
Customers who use the QB Documentor tool get a separate Quickbase app that ties into key data in the app they want to document. From inside the app, customers can drill down into the tables, fields, and reports in their app, and view modification logs that track all changes to any of those.
To track these changes, QB Documentor runs a periodic scan of the app to identify changes — typically on a weekly or monthly basis, though some customers have run the process daily. These scans typically occur in the early morning hours when few people are using the system.
Each scan automatically generates summary reports that are stored as PDF files in the QB Documentor app for easy access.
The app also generates diagrams that help administrators keep track of all the relationships between tables and fields, including custom diagrams based on the customer’s needs. Each diagram is stored automatically as a PDF so customers don’t need to re-run the diagramming process frequently.
The result, says Jusas, is an add-on tool that saves time, eliminates tedious manual efforts, and satisfies audit requirements.
For more information on QB Documentor and other Juiced Technologies tools, visit the Juiced Technologies partner page.