Alerts View

Applies to: Home Center

The Alerts view enables you to view and update your alerts. Alerts are notifications that a condition exists requiring your attention. For example, an alert can notify you of policies that are expiring in the next ten days, or that a bank balance has dropped below a certain amount. Employees at your firm with the appropriate security access can set up alerts assigned to you for action.

Alerts that are not complete for which you have the Assigned or Backup role are shown in the grid. A nightly process is run which evaluates the alert conditions and updates the alerts in the grid.

If an alert was marked Complete, but the condition still exists, the alert reappears as active (not complete) and shows the original alert date.

If an alert was marked Complete and the condition no longer exists, then the alert no longer appears. However, some alerts continue to appear for the number of days specified in Alert Setup, even though you mark them as complete.

If an alert is Snoozed or has not been marked Complete, it continues to appear even though the condition no longer exists. This allows you to see what happens to an alert and control when it no longer appears.

A customer and/or policy can satisfy several alert conditions. Therefore, that customer and/or policy may appear in multiple alerts.

Access the Alerts view by either of the following:

On the Views menu, click Alerts.

From any page, click Alerts in the footer.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Role

Filter the list of alerts according to your role. Select Assigned to view only alerts for which you have primary responsibility, or Backup to view only the alerts for which you are assigned as backup.

Color Setup

Use the color picker to assign colors to each item in the list so that you can easily distinguish the alerts for which you have primary responsibility from those where you are the backup.

To see the data that meets your selection criteria, click Apply View.

Key Fields

<check box>

Select an alert for further action. Click the check box in the column header to select or clear the check boxes for all rows.  

Alert Description

The description entered in Alert Setup.

To see a complete list of alerts available, see the Alert Setup topic.

Notification Link

Clicking this link takes you to the most meaningful place in AMS360 where you can act upon the alert.

Role

Indicates your responsibility for the Alert: Assigned or Backup.

Snoozed Until

If the alert was postponed, shows the due date.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

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Before marking an alert as complete, perform any actions needed to clear the alert condition. For example, if the alert regards unbilled policies, bill the policies. If the conditions that generated the alert still exist, the alert reappears.

Some alerts continue to appear for the number of days specified in Alert Setup, even though you mark them as complete.

Example
If you set up an Alert for "Increased Full Term Premium Percentages >=#% on Renewal and Rewrite Transactions in the Last # Days", with 15 as the number of days, this Alert appears for 15 days even though you mark each one as complete.

  1. Mark the check box(es) corresponding to the completed alert(s). To select all alerts, click the check box in the column header.

  2. Click Complete.

Once you click Complete, the selected alerts are removed from the grid. No message is displayed.

You cannot postpone multiple alerts at the same time. If you select multiple alerts, the Snooze toolbar button is unavailable.

  1. Select the check box corresponding to the alert you want to postpone.
  2. Click Snooze.
  3. The Snooze Alert data entry form opens. Enter the number of days or due date and the reason. More...
  4. Save and close.

An Alert can be deleted at any time. Delete an Alert by removing it from the Alert Setup list.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.