How to Resolve Alerts

Note: Alert notes are displayed under the Notes tab.

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Alternatively, alerts Alerts can also be resolved addressed by clicking selecting the APPROVE button in the Transaction Monitor’s eBlotter tab of the Transaction Monitor. For more information, refer to the /wiki/spaces/DOHTS/pages/1860960283 further details, please consult the Transaction Monitor guide.

Rw ui steps macro
Rw step Search To search for an alert: , first configure the filter options (select Status by selecting either Open or In-process) for the Status (1) and . Then, click on FILTER (2) to proceed. Image Modified Rw step Select a particular alert from the list. Image Modified Rw step In the Alert Detail window, click RESOLVE. Image Modified Rw step In the Status Update window, enter the notes and click OK.
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How to Add Notes to Investigated Alerts

Account Alerts

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

Rw ui steps macro

Rw step In the Alert Search tab, look for locate the alert you needrequire by following these steps: Define Set the filter parameters and click FILTER (1). Select Choose the alert (2) from the list of results. Rw step In the Alert Detail window, right-click anywhere in within the grid and choose 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: Define the Set your filter parameters and click FILTER (1). Select Choose the Account (2) with where you would like to add your comments. Rw step Go 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. Your notes, the creation date, and the author are displayed on the grid. Image Removed Image Added

Trade Alerts

The procedure for adding notes for trade alerts is slightly different. 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 Create a Trade Approval note. Image Added Rw step To view your notes, navigate to the Transaction Detail window > Transaction Notes > Approval Status Notes tab. Image Added

How to Evaluate Alerts

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

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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.

Rw ui steps macro

Rw step While in To use the Alert Monitor, click follow these steps: Click on the Alert Search Tab , and enter . Input the following values: Status = All* Approver = All* Source object = [Account] *These are the default values of in the dropdown menu. Rw step Click on EVALUATE ALERTS_._ Note Note Important: If you have are using multiple monitors in with your jCore instance, the dialog box may appear open on a different screen. Rw step In the Choose Alert Generation Type dialog, select the Alert Source Type and click OK. Rw step In the Alert Generation Setup for Accounts dialog, select choose Account Type (1) from the dropdown menu and click OK (2). Image Removed 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.

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