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Comment: updated via FlowShare

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Put Account on Test

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1.

Click Operations -> On Test

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2.

Click the search button (magnifying glass) to locate the account you want to put on test.

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3.

Select Customer Name and type part of the name in the Value field. You can also select Customer ID if you have the account number.

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4.

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5.

Select the account you want to put on test (you may see more than one after searching). Click on the “Load” button.

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6.

Click on the “OK” button on the Verify prompt.

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7.

Click Add to add the account to On Test.

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8.

Give a reason for putting the account on test.

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9.

Select how long you want the account to be on test before it automatically goes back into normal monitoring status.

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10.

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11.

When finished you should see the account appear with a start and stop time along with details.