System Closed Alerts

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Shaal, Timothy

• November 01, 2022 13:57

When looking at alerts, I often see that an alert was closed. Specifically, it says that it was closed by the system. There are no notes from a success coach or advisor about follow up. Does the system automatically close alerts after a given period of time? If so, what is the timeframe before an alert is closed by the system?

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• Official comment

  

  Sandy Kelmann

  • November 02, 2022 13:07

  Hello! This setting can be found in the following article:

  https://support.avisoretention.com/hc/en-us/articles/115007677968-Institution-Configuration

  Days Until Alert Auto Expires

  The number of days before an alert will auto-expire if a staff member has not taken action on it.

  Please open a support ticket if you have any further questions. Thank you!

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