vExchange Analytics Rejections

How to Find & Fix Rejections

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Description

Summary
Train your team on how to review various rejections in Analytics, identify errors, and resubmit records or files.
Details
In this session, your users will be given a tutorial on using the Analytics website to review rejections and view data upload. The vPro will also guide the user in understanding various rejections, including the difference between a file and record rejection. If the firm has some current rejection records or files, we will help your team identify the errors and advise them on how to handle resubmitting the records or files in vExchange. Finally, our vPro will also advise your team when and how they can submit files and access self-help resources. Your team will receive a recording of the training.
Benefits
Learn how to effectively review Analytics for rejections and understand the rejections received. Users will become more self-sufficient and save valuable time from the time a rejection is received to the time you correct the issue and resend the correct data or file. The time savings will help you to maintain a positive relationship with your Senders by being timely and responsive and maintaining data integrity.

Basics

ID #
014-vX
Product
vExchange & Analytics
Category
Training
Service
Web Based Training
Est Time
1 Hour
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