How to Use the Alert Search Tab

There are several actions you can complete on the search tab.

How to Resolve Alerts

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.

How to Evaluate Alerts

Evaluate Alerts means Run/Generate the Alerts. This function can be manual or scheduled for automatic alerts. Clicking Filter displays all alerts.