Maintaining Watched Item Rules

The Watch Selected Bonds dialog box enables you to add, delete, and modify rules for watched items. It contains a row for each bond selected. Directions for adding, deleting, and modifying a rule or associating multiple bonds with the same client/account and/or note follow.

Adding Rules for a Watched Item

1. Display the Watch Selected Bonds dialog box from the Search Results page, the View List page, or the My Watched Items tab of the Organize page.

   • From the Search Results page, select the My Watched Items option from the Add Selected To drop-down menu. View an example?

     

   • From the View List page, click the Watch Selected button.

   • From the My Watched Items tab, click the Edit Criteria link for an item.

2. Select an event to watch for in the Notify when drop-down list box for each bond contained in the dialog box.

3. Enter the level the event must reach to trigger an alert in the Criteria field.

4. Enter or select a client or account to associate with the rule in the Client/Account field.  When you enter a value here, it is added to the drop-down list, enabling you to select it again at a later time.

5. Add a note for the watched item if desired by clicking the Add Note link in the Note field.  A Notes dialog box is displayed. Add the note content in the dialog box.  Then click .

6. Click the Add Rule button () to watch a bond for more than one condition.

7. Repeat steps 2 through 5 for each rule for the selected bond.

8. Click to close the Watch Selected Bonds dialog box without saving any entries.

9. Click  to save your selections. A confirmation message is displayed. The My Watched Items tab is updated to display the added items.

Deleting Rules and Bonds from your Watched Items List

1. Display the Watch Selected Bonds dialog box. (See step 1 above if you need additional directions.)

2. Select the check box associated with each rule and bond you want to delete.

3. Click Delete Selected. A confirmation message is displayed.

4. Click Yes, remove items to delete the selected rules. Click No to leave the rules unchanged.

5. Click Cancel to close the dialog box.

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Modifying Rules for a Watched Item

1. Display the Watch Selected Bonds dialog box. (See step 1 above if you need additional directions.)
2. Make the necessary corrections.

• To change the event to watch for:

  1. Click the Notify when drop down list box for the bond or rule and select the new event.
  2. Enter the level the event must reach to trigger an alert, if appropriate.

• To change the trigger for an event, enter the new trigger value in the Criteria field.

• To add another rule:

  1. Click .
  2. Select an event to watch for in the Notify When drop-down list box.
  3. Enter the level the event must reach to trigger an alert, if indicated.
  4. Click Save to save your entries. A confirmation message is displayed. Click OK to continue. The My Watched Items page is updated to display the added items.

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Associating a Client, Account, or Note with Multiple Bonds

1. Display the Watch Selected Bonds dialog box. (See step 1 above if you need additional directions.)

2. Select the check box of each bond to associate with the same client, account, or note.

3. Click . The unlabeled Associate Selected To dialog box is displayed.

   

4. Enter or select the account or client to associate with the selected bonds in the Client/Account field.

5. Enter a note to associate with the selected bonds in the Note field.

6. Click to cancel your entries and close the dialog box.

7. Click to save your entries and close the dialog box.

   The Watch Selected Bonds overlay is updated with the dialog box contents.

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Related Topics

	Adding Bonds to your Watched Items