Article Content
Overview
The change log history allows Compliance Officers to audit a request by viewing who, when, and what changes have been made on a request.
User Account Requirements
The user account used to log into Resolver must have Compliance Officer permission to review a request's change log history.
Navigation
- From the Home screen, click the Sort link in the My Task section.
Sort Link
- From the Sort dropdown menu, select Type to sort requests in the My Tasks section by type.
Type
- Click on a Personal Trade Request in the My Task section. Personal trade requests are indicated with a PT and a number, indicating the request number (e.g., PT - 21).
Personal Trade Request Link
- (Optional) If you know the name of the personal trade request, click the Search link and enter the personal trade request name in the Search field.
Alternate Navigation
- From the Home screen, click the Home dropdown menu.
Home Dropdown Menu
- Click the Compliance Team Portal link.
Compliance Team Portal Link
- From the Personal Trade screen, click a personal trade request.
Personal Trade Request
Viewing Change Log History
For illustrative purposes, we will be viewing the change log history for a personal trade request. Other request types (gift/entertainment request) have the same information in the change log history as the personal trade request.
- From the Personal Trade Request screen, click the History tab.
History Tab
- From the History screen, the change log information is organized by date and user.
- An entry will include the user who made the change, the date and time, and a brief description of what was changed on the request.
History Screen