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To open the Firm TA Dashboard, select it from the menu. Note that access to the dashboards from a menu may vary depending on your configuration.
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The default view shows all accounts.
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In this example, the chart in the upper part of the screen shows four different statuses:
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In the lower part, the grid shows all Reps associated with these accounts. Select any Rep (DP9999 in the following example) to get the chart with the Rep's accounts and statuses. The upper left corner of the screen shows the corresponding Rep code or advisor's first/last name.
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You can search for a Rep. Select the Rep from the Rep Code, Advisor First Name, or Advisor Last Name dropdown (TR888), click the Search button, and click the Rep row on the grid.
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To see all accounts again, click Clear.
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To open a Rep TA Dashboard, select it from the menu. Note that access to the dashboards from a menu may vary depending on your configuration.
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The default view shows all accounts.
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In this example, the chart in the upper part of the screen shows four different statuses separately:
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A user can navigate to view the list of work items by status by clicking the corresponding section of the pie chart. e.g., click on the Pending Signature section of the chart to view work items that are pending wet or electronic signatures.
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To open a work item to work on, select the row (Thompson in the example). The work item opens, and you can fill out the required information and execute other necessary actions.
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Click the browser's Back button when finished or return to the dashboard by selecting it in the menu.
To see all work items, click ALL WORK ITEMS to get a list of every work item.
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