Background: This would be an example aimed at employees of a credit union. Graphics are not included because this writing sample was originally written for an online form which stripped out all formatting from the source document.

How to Change your Alerts Notifications for Members

Members can control and change all alert notifications that your credit union has previously set to “Editable” within the Administration Console. As an employee, you’re able to edit these same notifications for the Member upon request.

Adding a New Alert Notification

1. Log into the Administration Console.
2. Navigate to the menu, Account Lookup.

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3. Enter the account number and click, Submit.

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4. Scroll down to the bottom of the page to the “Alerts” section.

5. Click the Add New Alert button.

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6. Choose from the drop down menu, an Alert category. For this example, we will choose Low Balance.

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7. Enter the parameters of the new alert, depending on the type you chose. In this example, enter an amount in the Amount field, “10.00.”

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8. Click the Submit button to finish.

9. Verify that the new alert notification is now listed in the Member’s list of Alert Notifications in the list below.

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Deleting an Alert Notification

1. Log into the Administration Console.
2. Navigate to the menu, Account Lookup.

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3. Enter the account number and click, Submit.

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4. Scroll down to the bottom of the page to the “Alerts” section.

5. Navigate to the list of Alert Notifications the Member already has.

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6. Click in the check box next to each Alert Notification you are wanting to delete.

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7. Choose Delete from the drop down menu.

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8. Click the Yes button in the pop up modal to confirm your choice or click Cancel to return back to the Alert Notifications list to make changes.

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9. Once you have deleted the notification, verify that it no longer appears in the Member’s list.

Updating an Existing Alert Notification

1. Log into the Administration Console.
2. Navigate to the menu, Account Lookup.

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3. Enter the account number and click, Submit.

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4. Scroll down to the bottom of the page to the “Alerts” section.

5. Navigate to the list of Alert Notifications the Member already has.

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6. Click in the check box next to each Alert Notification you are wanting to update.

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7. Choose Edit from the drop down menu.

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8. Change the value in the space provided based on the Alert Notification requirements. In this example, we will update the Low Balance Alert Notification to read “15.00” instead of “10.00.”

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9. Click the Submit button to finish.

Important:

Not all Alert Notifications are able to be edited or deleted due to current FDIC regulations and or other applicable laws. If you see an Alert Notification in the Member’s current Alert Notification list, but it is grayed out then it is not eligible for editing or deleting. Neither you, nor the Member will able to change this. If you have any other problems with the process or need further assistance, please call technical support at 1-888-555-HELP.