Content

Overview

Rep TA Dashboard displays all the clients and accounts in process for Reps at the individual advisor level.

Accessing the Rep TA Dashboard

To open a Rep TA Dashboard, select it from the menu. Note that access to the dashboards from a menu may vary depending on your configuration.

Open

In this example, the chart in the upper part of the screen shows four different statuses separately:

• In Process

• Pending Transition

• Complete

• Pending Signature.

In the lower part of the screen, the grid shows information associated with these accounts.

Open

The default view shows all accounts. This dashboard displays a list of all advisors' in-process items.

A user can navigate to view the list of work items by status by clicking the corresponding section of the pie chart. e.g., click on the Pending Signature section of the chart to view work items that are pending wet or electronic signatures.

Click the Next and Previous buttons to navigate through the list.

To open a work item to work on, select the row ('Thompson' in the example). The work item opens, and you can fill out the required information and execute other necessary actions.

Click the browser's Back button when finished or return to the dashboard by selecting it in the menu.

To see all work items, click ALL WORK ITEMS to get a list of every work item.