Marking Alerts as Read

The Three Alert Statuses

Every alert card has a status that tells you and the system where it is in your review workflow. There are exactly three statuses:

• New — unread, requires your attention
  An alert is New when it was just surfaced by a sweep and you haven't viewed it yet. New alerts are shown prominently at the top of their category section with a highlighted badge. On your dashboard, the debtor row will also show a count of New alerts as a visual indicator that something needs your review. New alerts also trigger email digest notifications if email notifications are enabled on your account.
• Read — viewed, not yet resolved
  An alert transitions to Read automatically when you open or view the alert card. This is the intermediate state — you've seen it, but haven't finished your review or taken action yet. Read alerts remain in your active queue, distinct from Actioned items, so you can return to them without losing track. They appear below New alerts in the section view, with slightly reduced visual weight.
• Actioned — reviewed and resolved
  Actioned means you've completed your review of this alert — you've researched it, shared it with your attorney, filed a motion, or determined it's not relevant to your collection effort. Actioned alerts are moved out of your active attention queue but are never deleted. They remain permanently in your report history as a searchable, reviewable record of what you found and when.

How Alerts Move from New to Read

The transition from New to Read is automatic. When you open a debtor's report page and the alert card is rendered in your browser, the system registers that as a view and the status updates to Read. You don't need to click anything — simply viewing the alert card is enough.

If you navigate to a debtor report and see multiple New alerts, all visible alerts on the page will transition to Read as you scroll through them. Alerts in collapsed sections that you do not expand will remain New until you expand and view them.

How to Mark an Alert as Actioned

Actioned status is set manually by you — it doesn't happen automatically. To mark an alert as Actioned:

1. Open the debtor's report page and locate the alert card you want to action
2. Click the "Mark as Actioned" button on the alert card
3. The alert moves to the Actioned queue within its category section

The "Mark all as Read" button — if shown at the top of a section — transitions all New alerts in that section to Read in a single click. This is useful when you want to clear a large backlog of New alerts quickly without reviewing each one individually. Note that this moves them to Read, not Actioned.

What "Actioned" Does and Does Not Mean

Marking an alert as Actioned is a workload management decision — it is not a permanent disposition or a deletion. Specifically:

• It does not delete the alert. The alert remains in your report history permanently and can always be viewed by scrolling to the Actioned queue within the category section.
• It does not mean the issue is resolved. You can mark a bankruptcy alert as Actioned after notifying your attorney, even though the bankruptcy case is still active. The status tracks your review, not the legal outcome.
• It does not affect deduplication. The deduplication system tracks what records have been surfaced regardless of their alert status. Even if you mark a property alert as Actioned, the same deed record will not re-appear in future sweeps — only a new deed or transfer would generate a new alert.
• It does not affect email history. Past digest emails remain in your inbox as they were sent. Alert status changes in the dashboard do not retroactively update or unsend email notifications.

Reversing Actioned Status

You can undo Actioned status at any time. Locate the alert in the Actioned queue of its category section and click the "Move Back to Active" or "Un-Action" button (exact label may vary). The alert returns to Read status and reappears in your active queue.

Common reasons to reverse Actioned status include:

• A case you ruled out as a false positive turns out to involve your debtor after all
• You actioned a property alert prematurely and need to share it with a new attorney
• Circumstances changed and a previously irrelevant finding is now worth pursuing

Why Alert Status Management Matters

At scale — monitoring multiple debtors over months or years — an unmanaged alert queue becomes unusable. Without deliberate use of the Actioned status, you'll accumulate hundreds of Read alerts with no way to distinguish items you've already resolved from items still requiring attention.

The discipline of marking alerts Actioned as you resolve them keeps your New and Read queue a reliable signal. When you open a debtor report and see only New and Read alerts, you know immediately that those are things you haven't finished with yet — there's nothing hidden in the noise of previously resolved items.

Email Notification Behavior

Email digest notifications are sent when new findings are detected across your monitored debtors. The email summarizes what was newly found and links to the relevant debtor report pages. Key facts about the email/status relationship:

• You receive an email when a sweep produces new (New status) alerts — not for alerts that are already Read or Actioned
• Marking alerts as Read or Actioned in the dashboard does not change whether you received an email about them
• Past digest emails are permanent records in your inbox showing the date each finding was first discovered — they serve as a timestamped audit trail independent of alert status in the dashboard
• If you prefer fewer email notifications, contact support to adjust your notification preferences

Practical Workflow