Audit Manual Changes to Entities

In the Portfolio Desk workspace, you can view the list of manual changes made to an entity.
To audit manual changes to an entity:

1. In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.

The Entities workspace opens, displaying the available entities for the category.

1. Complete the required search criteria and then click Search.

The system displays the search results based on the criteria you selected.

1. 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 timestamp for the change.

1. Close the Entity Audit from the bottom tab to return to the Entities workspace.

<Add more detail re: maneuvering the window, using sort, filters>