Past Alerts Tab

Overview

The Past Alerts Tab lists alerts received over a specified date range during the past ninety days, including the current day. It lists only the alerts to which you subscribe. Optionally, you can use the Filter Alerts By section of the tab to specify criteria to further focus the alerts listed. After ninety days, alerts are archived and removed automatically from the Past Alerts Tab.

NOTE: Select a column heading to sort the list in descending order using that criterion.

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Viewing Past Alerts

NOTE:

To view the list of past alerts

  1. Select the Past Alerts Tab. All alerts to which you subscribe and that were received over a specified date range during the past ninety days display in groups of ten in descending order by date/time sent.
  2. Optionally, filter the alerts using the desired criteria.
  3. If you are filtering the alerts, once you finish establishing the criteria, select the Filter Alerts button. Alerts matching the established filter display in groups of ten in descending order by date/time sent.
  4. Using the Category column, select the link associated with the alert you wish to view.
  5. The detailed information related to the chosen alert displays in a separate window. If the contents include an Account Number link, you can select this link to display the Positions information for the selected account. The alert also may contain other links to workflow information or to the definition of selected terms.
  6. If you wish, select the Print This Page link to display a print dialog box, which you can use to print the alert contents.
  7. If the list contains more than ten alerts and you wish to view a different set of ten, use the page navigation area of the screen:
    Select the Previous or Next link.
    OR
    Select the link associated with a specific page number; the inactive link specifies the current page.
    OR
    Enter a number in the Go to page field and select the Go button.

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Filtering Past Alerts

You can use the following filter criteria available in the Filter Alerts By area of the page to focus the alerts that display on the Past Alerts Tab. The filtering you establish for the Past Alerts Tab also is applied to the Current Alerts Tab. These criteria remain in effect (unless changed by you) while you are logged in. If you close the Alert Manager window and open it again, the filtering is still in effect. However, when you log out, filtering is lost. Therefore, when you open the Alert Manager on a new log in, the lists on the Current Alerts and Past Alerts Tabs are not filtered and all alerts associated with your User ID/PIN combination display.

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Filter Criteria Action
Date Range

To specify a single date, enter the same date in both Date Range fields.
To specify a date range, enter the beginning and ending dates in the respective Date Range fields.

NOTE: Use MM/DD/YYYY format for dates. If you wish, use the Calendar icon to specify the dates.

Search/for

Select a column name from the Search drop-down list (Options are: Account Owner, Fidelity Short Name, CUSIP, Symbol, Check Amount, Expected Post Date - TOA, Transaction Amount - dollars, and Transaction Amount - shares) and enter a value in the for field. To pass through the filter, values must match exactly.

EXAMPLE: To search for an account name across all alerts, select Account Owner from the Search drop-down list and enter the name in the for field (up to 30 characters).

NOTE: When you specify a value for a column, the system retrieves all alerts containing that value. It cannot and does not dynamically change the overall alert contents to display only those alert line items that match the value.

Acct

Enter a ten character brokerage account number (no dashes).

NOTE: When you specify a value for a column, the system retrieves all alerts containing that value. It cannot and does not dynamically change the overall alert contents to display only those alert line items that match the value.

Class/Super-Category/Category/Sub-Category

NOTE: The Sub-Category drop-down list only displays for the Service Requests and Service Messages Classes of alerts.

Select a Class, Super-Category, Category, and Sub-Category from the drop-down lists or keep All as the default to search all alert messages.

NOTE: When you select a Class, the system populates the Super-Category drop-down list with those available for the selected Class. When you select a Super-Category, the system populates the Category drop-down list appropriately.

Status

NOTE: The Status drop-down list only displays for the Service Requests and Service Messages Classes of alerts.

Select a Status from those available in the drop-down list or keep All as the default to search all Statuses.

Options are:

Service Requests:

  • Open Statuses: Escalated, In Process, Not In Good Order (NIGO), Not In Good Order (NIGO) HO, Pending HO Approval, Reopen, Resubmitted, Saved Draft, and Submitted.
  • Closed Statuses: Cancelled, Rejected HO, Rejected/Unable to Process, Resolved, and Resolved HO.

Service Messages:

  • Open Statuses: Awaiting Client Review, Not In Good Order (NIGO), Not In Good Order (NIGO) HO, Pending, Pending HO Approval, and Responded.
  • Closed Statuses: Rejected HO, Replaced, and Resolved.
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