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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Audit Tags

Steps: Set Up Audit Tags

Create audit tags to tag, monitor, and report on changes to instances of these business objects:
  • Business processes.
  • Certain report types.
  • User-based security groups.
  • Domain security policies.
  • Integration systems.
An instance is an occurrence of a business object. You can report on and track changes to instances, such as when and who made a change. Then you can address inappropriate changes quickly and meet change management compliance standards.
Using these audit tags, you can use the
Audit Trail Report
 to track:
  • Which instance changes.
  • How the instance changes. Example: If someone deletes an instance, Workday displays this information on the
    Audit Trail Report
    .
  • Who makes the change.
  • The date of the change.
  • The task on which the change is made.
  • The changes to related instances and the trail to the primary instance you're auditing.
Example: You can apply an audit tag named Business Processes to track changes to these business processes:
  • Check Budget (Financial) for B300.1 Budgets Management
  • Check Budget (Staffing) for B300.1 Budgets Management
  1. Set up these domains and use the
    View Domains
     report to review the security group types enabled for each domain:
    • Audit Tag (Segmented)
    • Security Configuration
    • Set Up: Audit Tags and Assignments
    • Set Up: Audit Tags and Assignments - Add Only
  2. Edit Domain Security Policies.
    Configure which security groups have permission to access the secured items in each domain.
  3. Activate Pending Security Policy Changes.
    Put domain security policies into effect. After they're in effect, Workday creates a timestamp with the current time.
  4. Restrict access to audit tags by assigning them to audit tag segments. Only users who belong to a segment-based security group in the
    Set Up: Audit Tags and Assignments - Add Only
     domain or the
    Set Up: Audit Tags and Assignments
     domain can access these audit tags.
  5. Create and assign audit tags to instances of Workday business objects that you want to monitor for changes.
    Security:
    • Set Up: Audit Tags and Assignments
       domain in the System functional area for users who can add, edit, and delete audit tag instances.
    • Set Up: Audit Tags and Assignments - Add Only
       domain in the System functional area for users who can only add or edit audit tag instances.
  6. Add primary instances to, or remove primary instances from, audit tags you're monitoring.
  • Use the
    Audit Trail Report
     to monitor audit tags for changes to instances that are related to the primary instance that you're auditing.
  • Use the
    Audit Trail Configuration Report
     to view the relationships that Workday uses to track changes to related instances in the
    Audit Trail Report
    .
  • Use the
    Audit Tag by Tag Report
     to view all of the instances you tagged with audit tags in your tenant.