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Order Monitoring

Preorder monitoring​

Picture of report card with monitoring action

When ordering a report for a business partner there is an option to preorder a monitoring. Under the tab SkyMinder Order Criteria in the field SkyMinder Default Monitoring one can choose between the two options "don't preorder" and "full monitoring".

If the "don't preorder" option is selected, no monitoring is preordered.

If the "full monitoring" option is selected, an attempt is made to pre-order full monitoring.

Preordering a monitoring does not guarantee that a monitoring will be ordered.

Order monitoring​

Report Card​

Picture of how to order monitoring

Monitoring can be ordered via a report. To do this the Order Monitoring ActionItem must be executed to start the ordering process. A monitoring can only be ordered for a delivered report and only once per business partner.

Monitoring Card​

Picture of monitoring card

Once the action has been executed a Credit Solution monitoring card opens. The Report tab contains fields with information on the respective report.

The two fields under the SkyMinder Monitoring tab are required for the configuration of the monitoring.

Three options can be selected in the Monitoring Input field.

  • Alert: Provides notifications when changes occur, but does not show the exact details.
  • Full monitoring: Always provides notifications when changes occur. Displays the exact details.
  • Planned Revision: Provides all changes within a certain period of time

Four options can be selected in the Frequency Input field: "Monthly, Quarterly, Semi Annually, Annually". This field is only required for the Planned Revision and specifies how often updates should be delivered.