Alliance Access/Entry: Message and File Search and Reporting

Discover how to locate messages and files using specific search criteria and how to generate reports based on your search output.

Disclaimer:
This course is intended for Alliance Access/Entry, but the message search and reporting is identical in Alliance Lite2.
The version used in this course may be different from your current version. However, the actions shown in the course have remained unchanged and therefore are still valid. Software version: Alliance Access 7.7, Alliance Web Platform 7.7.

Learning Objectives:

Explain what is a message instance

Demonstrate a search for messages based on specific search criteria

Demonstrate creating, using and updating a template of search criteria

Identify the three Search Type options available on the Source & Creation tab of the message search

Identify three settings in the Message Management GUI that, when updated, are maintained at next login

Identify the two button options used to create reports in the message search