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How to Add Notes to Investigated Alerts

Account Alerts

Account alerts are processed at the end of each month. Adding notes to these alerts can greatly minimize the time spent researching recurring issues. To access these notes, select the Alert Notes column using the Column Selector.

Rw ui steps macro

Rw step In the Alert Search tab, locate the alert you require by following these steps: Set the filter parameters and click FILTER (1). Choose the alert (2) from the list of results. Rw step In the Alert Detail window, right-click anywhere within the grid and select the ADD option from the menu. Rw step In the Notes window, enter your comments and click OK. Rw step In the Alert Detail window, click SAVE. Rw step Go to Reporting > Account Monitor. Rw step In the Account Search tab: Set your filter parameters and click FILTER (1). Choose the Account (2) where you would like to add your comments. Rw step To view your notes, including creation dates and authors, navigate to the Alert Notes tab, where all information will be displayed in a grid format.

Trade Alerts

The procedure for adding notes for trade alerts is the same. The system displays Account alert notes in the Alert Notes column, but Trade Alert Notes are displayed in the Trade Approval Notes column.

Rw ui steps macro
Rw step First, verify if the Trade Approval Notes column (1) is present in the Alert Monitor window. If not, click the COLUMN SELECTOR button (2) on the lower left corner of the window. Image Added Rw step In the Column Selector window, check the Trade Approval Notes column. Image Added Rw step

How to Evaluate Alerts

Evaluating alerts involves running or generating them. This process can be carried out either manually or configured to occur automatically on a schedule. To view all available alerts, click on Filter. The example below demonstrates how to evaluate Account Value Change alerts.

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