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Gints Vaskums

Gints Vaskums

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Account alerts are processed at month-end. Adding notes to alerts significantly reduces research time for recurring issues. To view these notes, select the Alert Notes column via the Column Selector.

Rw ui steps macro
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In the Alert Search tab, look for the alert you need:

  • Define the filter parameters and click FILTER (1).

  • Select the alert (2) from the results.

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In the Alert Detail window, right-click anywhere in the grid and choose the ADD option.

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In the Notes window, enter your comments and click OK.

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In the Alert Detail window, click SAVE.

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Go to Reporting > Account Monitor.

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In the Account Search tab:

  • Define the filter parameters and click FILTER (1).

  • Select the Account (2) with your comments.

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Go to the Alert Notes tab.

Your notes, the creation date, and the author are displayed on the grid.

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How to Evaluate Alerts

Evaluating Alerts means running/generating the Alerts. This function can be manual or scheduled for automatic alerts. Clicking Filter displays all alerts.

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Rw ui steps macro
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In the Alert Monitor, select Type Employee Frequency.

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For the Account Number field, click on the icon and select the option Starts With from the dropdown.

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In the Account Number field, enter multiple account prefixes and click SAVE FILTER for later use.

When the alert is re-run, it does not trigger any flags.

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