Alert Monitor
To access the Alert Monitor, click the Compliance tab (1), then click on Alert Monitor (2). The Alert Monitor allows you to view and manage alerts in your system.
Alert Search
How to Evaluate Alerts
Note: The example below demonstrates how to evaluate Account Value Change alerts.
Setup
Click the tabs below for an overview of each setup subtab.
Examples of Alert Types Tasks
Click the tabs below for step-by-step instructions for creating common tasks on the Alert Types tab.
Session Management
The Session Management window shows a list of active alerts in the current session, as well as the alert generation history.
Click REFRESH to display the latest changes.
To filter the history results, enter the Start Date, End Date, User ID, and click FILTER.
Select the Task and click DETAIL to display the Queued Task Detail window.
The Queued Task Detail window contains more details about the selected task.
Audience: All jCore Users
Functionality: The Alert monitor allows you to the setup and monitor surveillance for trades, sales, addresses, orders, accounts, data changes, licenses, and appointments.