Corrective Action Tracking
The
Corrective Action Tracking
tab in the Entry Error Reporting
screen allows users to assign the responsible party for addressing an error flagged for correction. You can then assign the current resolution status and notes on the resolution status. The Corrective Action
tab will display all errors by Entry Number, Report Level (e.g., Internal, Broker, etc.), and Reason Code.Lines can be edited to alter Error Type, Responsible Party, Resolution, or Resolution Status.
Corrective Action reports can be generated for single entries or lines across entries by entry date. Entry lines must have a
Resolution Status
populated to be pulled onto a report. 
Using the Advanced Filter Options
To apply a filter to a grid, click
Show/Hide Filter
. 
Once
Show/Hide Filter
has been clicked, a bar with filter fields will appear below the column headers. This means search options are now available. Choose a column to search by and enter a value into the field. Once a value is entered, click the filter icon to the right. Choose a filter option from the menu. Filter options will vary depending on column type (alphanumeric, date, numeric, time).
The grid also allows for paging and setting the number of records displayed on the grid at one time. These features are located at the bottom of the grid.
Related Content
-
Entry Error Reporting
Format:
Article