The Alerts list available through the Home page allows administrators and users to view and work with alerts.

To access the Alerts list:

  1. On the Home page, click Alerts.
    Home page showing Alerts card
  2. The Alerts page displays any existing alerts. You can open and work with the alert.
    Alerts list

    The list displays the following: Alert ID, Alert Name, Status, Priority, End Date, and Alter Type.

    • You can filter the list and select the columns that you want to display.


      Alerts and their status are also displayed at the top of the list on the Worklist tab.

    • You can easily access the alter you want by using the Search field. You can search across any of the attributes in the grid below, except for the Source and Subsystem balances, dates, and any icon-based columns.

      You can also use the specific filtering capability to access particular lists of reconciliations by clicking the Filter icon next to the Search field and then set the filters you want.

Alert Details

When you open an alert, the system displays the alert information and a work area.
Alert Actions
The top bar displays the Alert ID and Alert Name. The Actions drop down list contains available action options depending on your role and the workflow for the alert.

If one of these actions is available, it is displayed as a separate button in the top bar:

  • Submit

  • Approve

  • Reject

  • Claim

  • Release

  • Request Information

  • Reopen

The Summary board displays a graphic summary of the alert status. The items displayed depend on the workflow.

  • Days Left - Indicates the days left before the alert is due to be resolved. If the alert is being worked on by a user, it will show the days remaining for their part of the workflow. Otherwise, it will show the overall days remaining.

    If there are only hours left, this is displayed as Hours Left or Minutes Left. If it is beyond the End Date value, then it displays Days Past Due.

  • Priority - Displays the current priority of the alerts.

  • New Comments - Displays the number of comments that you have not yet viewed

  • Questions - Displays the number of questions that you are required to answer before being able to submit or approve the alert.

  • Attributes - Displays the number of attributes you are required to set before being able to submit or approve the alert.

  • Alerts - Displays the number of open alerts associated with this alert.

Viewing Alert Details and Updating an Alert

When you open an alert from the Alerts list, you can view the instructions, answer any required questions, and add comments or viewers.

If needed, you can create alerts on alerts. For example, this would allow you to create sub-alerts for a "System Down" issue to work separately on network and power issues.

To update information in an alert, see Updating Alerts.

When you are done updating alert information, you can perform actions on the alert, depending on your role and the alert status. See Alerts