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- In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.
The entity workspace opens, displaying the available entities for the category. - Complete the required search criteria and then click Search.
PDC displays the search results based on the criteria you selected. - Click the entity you want to audit and then click the Audit icon in the main ribbon.
The Entity Audit window opens, displaying a list of all historical changes by field, including the original value, new value, and the user ID and date time stamp for the change. - Close the Entity Audit from on the bottom tab to return to the Entities entity workspace.
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<Add more detail re: maneuvering the window, using sort, filters> |
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