Alerts
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This section allows you to email alerts, create your own custom
alerts or search existing alerts.
Custom alerts can be modified and deleted. The columns in this section can be sorted. |
Available Alerts Page - Standard Alerts
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This
page allows you to email existing Standard Alerts in ScotiaConnect to your
User Group or other User Groups. |
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Share Standard Alerts: 1.
Go to the Alert 2.
Click on the Share With Column Value
for this Alert 3.
A pop-up Share Alert screen is
displayed 4.
Select Send Email if you want to
send an email notification to your user group 5.
Select Share Alert via Email : Yes,
if you want to send an email notification to your user group and shared user
group 6.
Share with contains a list of
available User Groups 7.
Select the User Groups to share this
Alert with 8.
Select Save to save this
modification or Cancel to return to the Available Alerts Page Approve Standard Alerts: 1.
Select the Alerts Checkbox for the
Standard Alerts with Pending Status 2.
Click Approve Selected, located at
the bottom of the screen 3.
A pop-up Approve screen is displayed
seeking confirmation for approval 4.
Select Yes to approve or No
to return to the Available Alerts Page. |
Available Alerts Page - Custom Alerts
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This
page allows you to create, modify and delete Custom alerts. Custom alerts can
be made for various transactions, balance thresholds, and service approvals
and can be emailed as well as displayed on ScotiaConnect. |
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Create a Custom
Alert for Balance: 1.
Click Create Alert 2.
A pop-up Create Alert – Alert Setup
screen is displayed 3.
Category contains a list of
available options you can create an Alert on 4.
Select Balance 5.
Available Account IDs – Accounts,
contains the Accounts you have access to 6.
You have the option of selecting all, one
or more Accounts 7.
Click Select 8.
Selected Account IDs - Accounts,
contains the Accounts you selected 9.
You have the option of removing all, one or
more Accounts, when you make a selection and click Remove 10. Alert at
Amount
is to set the threshold amount 11. Select Send
Email if you want to send an email 12. Select Share
Alert Yes, if you want to share this Alert 13. Share
with
contains a list of available User Groups 14. Select the
User Groups to share this Alert with 15. Select Submit
to save this alert or Cancel to return to the Available Alerts Page. Create a Custom
Alert for Transaction: 1.
Click Create Alerts 2.
A pop-up Create Alert – Alert Setup
screen is displayed 3.
Category contains a list of
available options you can create an Alert on 4.
Select Transaction 5.
Transaction Type contains
a list of available Transaction Types 6.
Select Transaction Type 7.
Available Account IDs – Accounts,
contains the Accounts you have access to 8.
You have the option of selecting all, one
or more Accounts 9.
Click Select 10. Selected
Account IDs - Accounts, contains the Accounts you selected 11. You have
the option of removing all, one or more Accounts, when you make a selection
and click Remove 12. Alert at
Amount
is to set the threshold amount 13. Select Send
Email if you want to send an email 14. Select Share
Alert Yes, if you want to share this Alert 15. Share
with
contains a list of available User Groups 16. Select the
User Groups to share this Alert with 17. Select Submit
to save this alert or Cancel to return to the Available Alerts Page. Create a Custom
Alert for Service: 1.
Click Create Alerts 2.
A pop-up Create Alert – Alert Setup
screen is displayed 3.
Category contains a list of
available options you can create an Alert on 4.
Select Service 5.
Service contains a list of
available Service, select the Service for this Alert 6.
Status contains a list of
available Status, select the Status for this Alert 7.
Available Account IDs – Accounts,
contains the Accounts you have access to 8.
You have the option of selecting all, one
or more Accounts 9.
Click Select 10. Selected
Account IDs - Accounts, contains the Accounts you selected 11. You have
the option of removing all, one or more Accounts, when you make a selection
and click Remove 12. Alert at
Amount
is to set the threshold amount 13. Select Send
Email if you want to send an email 14. Select Share
Alert Yes, if you want to share this Alert 15. Share
with
contains a list of available User Groups 16. Select the
User Groups to share this Alert with 17. Select Submit
to save this alert or Cancel to return to the Available Alerts Page. Approve Custom Alerts: 1.
Select the Alerts Checkbox for the
Custom Alerts with Pending Status 2.
Click Approve Selected, located at
the bottom of the screen 3.
A pop-up Approve screen is displayed
seeking confirmation for approval 4.
Select Yes to approve or No
to return to the Available Alerts Page. Share Custom Alerts: 1.
Go to the Alert 2.
Click on the Share With Column Value
for this Alert 3.
A pop-up Share Alert screen is
displayed 4.
Select Send Email if you want to
send an email notification to your user group 5.
Select Share Alert Yes, if you want
to share this Alert with available
User Groups 6.
Share with contains a list of
available User Groups 7.
Select the User Groups to share this
Alert with 8.
Select Save to save this
modification or Cancel to return to the Available Alerts Page. Modify a Custom Alert: 1.
Go to the Custom Alert 2.
Click on the Alert Name for this Alert 3.
A pop-up View Alert – Alert Details
screen is displayed 4.
All options that can be modified for this
Alert are displayed. The options are explained earlier in this section for Create Custom Alert for Balance, Create Custom Alert for Transaction and Create Custom Alert for Service. 5.
View History is an Audit Log
that provides information of changes made to this Alert and by whom. 6.
Select Submit to save this
modification or Cancel to return to the Available Alerts Page. Delete a Custom Alert: 1.
Go to the Custom Alert 2.
Select the Alerts Checkbox for the
Custom Alerts 3.
Click Delete Selected, located at
the bottom of the screen 4.
A pop-up Delete screen is displayed,
seeking confirmation for deletion 5.
Select Yes to delete or No to
return to the Available Alerts Page. |
Related
Topics
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