View Agent Account History

Background Information:         

Process Name:

View Agent Account History

Role:

•      Agent

Objective(s):

The objective of this process is for an Agent to view a history of transactions, processes, and correspondences in its UI account.

Before you begin:

•      The Agent has access to the Agent Self-Service portal.

What happens next:

•      SUITS displays the Agent’s account history.

 

How to do it:

#

User Action

System Response

Notes

1. 

Click the Account Maintenance left-navigation menu item from the Agent Portal Home screen.

SUITS displays the Agent Account Maintenance screen.

 

2. 

Click the Maintain Account link.

SUITS displays the Agent Account Maintenance screen. This screen displays the Agent Details and Other Information panels.

 

3. 

Select the Account Activity tab.

SUITS displays the Account Activity tab. The tab displays search criteria fields to lookup account activity.

 

4. 

Enter or Select one or more search criteria.

 

Search Criteria =

•      Process Name dropdown menu.

•      Message.

•      Entered From.

•      Entered To.

•      Entered By.

5. 

Click the Search button.

SUITS displays the results within the tab.

 

6. 

Click the Export to Excel button, if needed.

SUITS saves the search results on an Excel spreadsheet.

A User may want to Export to Excel in the event SUITS returns a large volume of results, and/or for the purposes of record keeping.