Create and Manage Alerts
This feature allows any third party with a client account to place an “alert” on a registered entity.
If any filing is submitted against the entity, or if it undergoes a status change, then the registry system will send an alert to the third party.
This feature could be used by a lender to keep track of its borrowers or a shareholder that wants to track actions of directors.
To access the Alerts feature, first log in to your client account. Once you are logged in, a bell icon displays next to your name in the navigation bar.
Click on the bell and a drop down menu appears which will allow you to create and manage alerts for yourself and the account.
Another bell icon can be found when you visit an account or entity profile. The bell will be grey and located below your name.
It operates the same way as the bell in the navigation bar; however, notice there is an additional field that includes the account's or entity's name.
Upon opening the Alerts menu, you can navigate with the Current, Upcoming,
and Completed tabs at the top. The Current tab shows the recent alerts that
have activated and are waiting to be edited or marked as Completed. The
Upcoming tab shows the alerts that are scheduled to occur in the future.
The Completed tab shows all alerts that have been marked as Completed.
Create new alert:
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Click the green + button in the upper right corner of the Alerts menu to
open the form for creating a new alert.
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Select a radio button to assign the alert to either yourself or all
users on the account. The choices available will be your name or "Alert all
users on account". This will tell the alert whether to notify only yourself
or to notify everyone on your account.
- Next, set the date and time you would like the user(s) to be notified.
-
Add a note to provide more context, a description, or special
instructions for the user(s) who receives the alert.
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Click the green disk button to save the alert. Or, click the red X
button to delete the alert and exit the form.
Manage an alert:
When an alert has activated and you have completed what you need to do, you can move the alert to the Completed tab by clicking the checkbox labeled Complete.
Please note, if an alert has passed its scheduled date and time, the assigned user(s) will receive a system generated email that will include the alert details.
The email will only be sent once and no emails will be sent for alerts marked as Completed.
If you need to reassign, reschedule, and/or modify notes to an alert, you can click the green pencil button to edit the alert.
After editing, make sure to click the green disk button to save the changes.
(Note: The orange X button will exit the form and not make any changes to the current alert.
The red trash button will delete the current alert. It will no longer appear on any of the tabs.)