Computershare

Introduction to the Features of Verifications/Audits

A summary of the audit process using the Verifications Module

The Audit Process

Assigning Audit Responsibilities (Audit Manager)

Creating an Audit (Audit Manager)

Cloning an Audit (Audit Manager)

Editing an Audit (Audit Manager)

Deleting an Audit (Audit Manager)

Viewing the Details of a Verification Phase (Audit Manager)

Overseeing the Progress of the Audit (Audit Manager)

Viewing Audit-Related Snapshots for a Legal Entity (Updaters/Verifiers)

Viewing the Status of Legal Entities in an Audit (Updaters/Verifiers)

Marking a Legal Entity "Ready for Verification" (Updaters)

Approving/Rejecting a Legal Entity That Is "Ready for Verification"

Viewing Verification History (Audit Manager)

Configuring Verification Preferences (Admin Only)

Verification Searches

Verification for Archived/Non-Current Entities

Verifications/Audits

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