Audit Manual Changes to Securities and Exceptions

In the Securities workspace, you can view the list of manual changes made to a security and exception. Additionally, the Security Audit report shows all data changes and the User Audit report shows the manual changes made to all securities and exceptions.

To audit manual changes to a security and exception:

1. From the Reference Desk workspace, click Securities in the left navigation.
   You see the Securities workspace with all the available securities.
2. Click the View By drop down and select Security or Exception.
3. Complete the required search criteria and click the Search button.
   You see the search results based on the criteria you selected.
4. Click the security or exception you wish to audit and click Audit.
   You see the Security Audit window with a list of all historical changes by field, including the original value, new value, and the user ID and date timestamp for the change.
5. Close the Security Audit bottom tab to return to the Securities workspace.