1
00:00:00,180 --> 00:00:00,823
Hi.

2
00:00:00,867 --> 00:00:06,007
Did you know that every bit of research you conduct on MICAP 
is automatically saved and time-stamped?

3
00:00:06,360 --> 00:00:09,240
This includes every filter applied, fund viewed,

4
00:00:09,240 --> 00:00:12,960
comparisons and portfolios made, and 
every single document downloaded.

5
00:00:14,040 --> 00:00:17,460
This is one of MICAP’s hidden gems 
that can help you significantly if

6
00:00:17,460 --> 00:00:20,220
you’re ever required to demonstrate your 
research for a particular client.

7
00:00:21,120 --> 00:00:24,366
This video is going to focus on how to access
this audit trail,

8
00:00:24,366 --> 00:00:28,655
and also how to allocate your research to specific client folders.

9
00:00:29,445 --> 00:00:35,340
When you log on to MICAP, you might see a pop-up that asks whether you’re conducting generic or client-specific research.

10
00:00:36,660 --> 00:00:40,380
Generic research means you’re researching
funds without a specific case in mind,

11
00:00:40,380 --> 00:00:44,160
so MICAP will save all of your research 
to your general Activity Log.

12
00:00:46,500 --> 00:00:50,820
Client-specific research means that you have
a specific case on your desk and MICAP will

13
00:00:50,820 --> 00:00:54,660
save your research to your general Activity
Log and also against that client’s name.

14
00:00:55,980 --> 00:00:59,640
You can select an existing client you’ve 
previously added or add a new client.

15
00:01:03,540 --> 00:01:07,500
At any time during your research, you can
change who you’re conducting research for

16
00:01:07,500 --> 00:01:10,140
by selecting the SWITCH button in 
the top left of your screen.

17
00:01:13,800 --> 00:01:17,940
To access your Activity log, select My 
Research and go to My Activity Log.

18
00:01:21,480 --> 00:01:24,601
On the screen,
you’ll see an option to view your full activity log

19
00:01:24,601 --> 00:01:28,020
and below that your most recent client-specific research.

20
00:01:28,536 --> 00:01:31,229
Here we’re going to view our full activity log.

21
00:01:31,920 --> 00:01:34,800
You can see here a full list of 
all your undertaken research.

22
00:01:35,940 --> 00:01:38,002
You can search for your research by type.

23
00:01:38,002 --> 00:01:42,060
For example, portfolios, comparisons,
filters applied or documents downloaded.

24
00:01:45,060 --> 00:01:48,540
You can then assign any of this research 
to one or more different client folders.

25
00:02:05,026 --> 00:02:10,426
And just like that, the research we assigned will 
now appear in John Smith’s research folder.

26
00:02:15,341 --> 00:02:18,288
You can also search for your research by date.

27
00:02:28,709 --> 00:02:32,129
What really makes your activity 
log smart, is that if you select  

28
00:02:32,129 --> 00:02:35,460
any piece of historic research you 
conducted, the data and scores will  

29
00:02:35,460 --> 00:02:39,000
reflect the published data and scores when 
you initially conducted your research.

30
00:02:39,780 --> 00:02:45,000
For example, let’s look at a comparison doc 
created in the 2020 to 2021 tax year.

31
00:02:58,663 --> 00:03:01,824
In the red box, it states that 
we’re viewing historic data.

32
00:03:01,824 --> 00:03:06,240
If you want to refresh the comparison document 
to reflect the data published today,

33
00:03:06,240 --> 00:03:08,789
simply select UPDATE DATA in the button up here.

34
00:03:09,283 --> 00:03:12,684
The original research is still saved using the historic data,

35
00:03:12,684 --> 00:03:16,260
but now a new version of the 
research has been saved using the current data.

36
00:03:17,940 --> 00:03:21,060
And that's it. Thanks for watching 
- we’ll see you in the next video.