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How to Resolve Alerts

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Search for an alert: configure filter options (select Status Open or In-process) (1) and click FILTER (2).

Search Alerts.png

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Select a particular alert from the list.

Select Alert.png

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In the Alert Detail window, click RESOLVE.

Resolve.png

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In the Status Update window, enter the notes and click OK.

Info

Info: Alert notes are displayed under the Notes tab.

Alternatively, alerts can be resolved by clicking the APPROVE button in the Transaction Monitor’s eBlotter tab. For more information, refer to the /wiki/spaces/DOHTS/pages/1860960283 guide.

How to Add Notes to Investigated Alerts

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.

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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.

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.

Note: The example below demonstrates how to evaluate Account Value Change alerts.

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While in the Alert Monitor, click the Alert Search Tab, and enter the following values:

Status = All*
Approver = All*
Source object = [Account]

*These are the default values of the dropdown.

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  1. Click EVALUATE ALERTS.

Note: If you have multiple monitors in your jCore instance, the dialog box may appear on a different screen.

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In the Choose Alert Generation Type dialog, select the Alert Type and click OK.

Select Type.png

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In the Alert Generation Setup for Accounts dialog, select Account Type (1) from the dropdown and click OK (2).

Tip

Tip: You can also click Exclude Closed Accounts (3).

New Feature for Employee Frequency Alert Type

Starting in 2025, alerts with the type Employee Frequency have multi-select capabilities in the Account Number not Start With function.

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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.