Notification Details dialog

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Use the Notification Details dialog to assign the selected client event to a staff member, to change the status of the client event, and to add notes about the client event. As you modify information in this dialog, the application updates the grid in the Client Access Processing Notifications portlet.

In the Client Access Processing Notifications portlet in the Firm Dashboard, click the Ellipsis Ellipsis button button next to the client action that you want to assign or for which you want to change the status.

Fields & buttons

Assigned to

Select the staff member to review the event. The drop-down list includes all staff members who have access to the client for which the notification was generated.

Status

Select the applicable status for the event — Dismissed, In review, or Not reviewed.

Notes

Use this field to enter specific notes about this event.

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