AX1535

Viewing notifications in the Web Client

If you receive a notification in Axiom Financial Institutions Suite, you can view it in the Notifications panel. Notifications can come from the following sources:

Alert notifications. Your system administrators and other power users may have set up alerts to monitor certain alertable conditions and then notify specified users.
Process management notifications. These notifications result from active processes in process management, such as to inform you that you have a new task in the process.
Message stream notifications. If you have subscribed to a document's message stream, you will be notified of any new comments made about that document.
Axiom system processes such as Process Plan Files. If you have triggered certain system processes, Axiom Financial Institutions Suite will notify you when the process is completed or when errors occur.
Scheduler jobs. If you have run a Scheduler job manually and that job is configured to send notifications, you will be notified when the job completes or errors (depending on the notification configuration).

To open the Notifications panel, click the Notifications icon in the Global Navigation Bar The blue bar across the top of pages in the Web Client. The Global Navigation Bar provides access to system-wide features..

Example Notifications panel

If you have new, unread notifications when you first log in, or if you receive new notifications during a current session, a red number displays on the Notifications icon. Unread notifications are indicated by a blue bar along the left-hand side of the notification. Once a notification has been read, the bar is removed.

NOTES:

Your notifications may also display on your home page. If so, the notifications can be read and managed using the same features described here.
All notifications displayed in the Notifications panel are also available in the Notifications task pane of the Desktop Client General term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop.. Both areas read from the same source of notifications, and edit the same source as well. If you mark a notification as read in one area, or delete a notification from one area, the other area will reflect these changes. For more information, see Viewing notifications using the Notifications task pane.

Reviewing notifications

Within the panel, notifications are listed in the order they were received, with the newest notifications at the top. You can click the All, Unread, and Read links at the top of the panel to indicate which notifications you want to see in the panel. By default, the panel shows all notifications. When you click on a notification, it is automatically marked as read.

Notifications may display with the following icons:

		Notification about a comment posted to the Message Stream.
		Notification with "information" priority.
		Notification with "warning" priority.
		Notification with "error" priority.

If the notification contains more content than can be displayed within the summary view, then you can view the full notification as follows:

Hover your cursor over the notification to display the action icons at the top right.
Click the magnifying glass icon to open the full notification in a dialog.

Additionally, some notifications contain links to documents that you can open for more information.

Notification actions

Hover your cursor over the menu icon in the top right of the Notifications panel to perform the following actions:

Select All: Select all notifications that are currently showing in the panel.
Mark Read: Mark the selected notifications as read.
Mark Unread: Mark the selected notifications as unread.
Delete: Delete the selected notifications. Keep in mind that once a notification has been deleted, you cannot undo this action. You can also delete a notification by hovering your cursor over the notification, then clicking the delete icon .