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How to run a Master data audit

This guide shows how the audit trail logs all changes to key system files with details of what, who, and when.

Master data records are shared across the agency, so changes to these records impact multiple users and lines of business.  Keeping a history of these changes with a date stamp and employee name provides a layer of security and auditability within the platform. 

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.