IM Relationship Resolution Information Center, Version 4.2

Changing the status of a role alert

If you want to track the current status of a role alerts that are assigned to you, you can use the Visualizer to change the status or add status comments to the role alerts. You cannot edit status comments that are already on role alerts, but you can add an additional comment.

Procedure:
  1. In the Visualizer, in the Alert Summary window, double-click the role alert summary containing the alert that you want to update.
  2. From the results section (bottom) of the Alert Summary window, double-click on the role alert, whose status you want to change.
  3. In the Role Alert Detail window, click the Set Status button.
  4. In the Set Status dialog, do the following:
    1. From the Select the action you want to perform drop-down list, select Set Status.
    2. From the Set Status drop-down list, select a status. If you do not see the status that you want to select, contact your system administrator to arrange to configure the status. A corresponding activity code displays in the Select Activity Code drop-down box.
    3. Select another the activity code, if desired, from the Select Activity Code drop-down box. If you do not see the activity code that you want to select, contact your system administrator to arrange to configure the activity code.
    4. Enter comments or notes in the Comments text box, if you want to. For example, you might choose to enter comments about why you are changing the status, or include notes about your analysis of this role alert.
    5. Click the OK button to save your changes.

The role alert now reflects the new status on the Alert Summary window, in the Status Summary section of the Role Alert Detail window, and on the Role Alert Status report. Comments associated with a role alert status display on both the Role Alert Detail window in the Status Summary section and on the Role Alert Status report.

The newest status or comments update for a role alert display at the top of the Status Summary section.



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Last updated: 2009