Monitoring Overview
Monitoring organizes your results into two views, giving you complete control over your alerts and subjects:
1. Alerts View
This is your main dashboard for immediate action. The Alerts view shows all new findings—regardless of the subject's group—allowing you to see and manage every alert generated across your entire monitoring population from a single screen.
2. Groups View
Use the Groups view to segment your monitored subjects. By clicking on a specific group (e.g., "Sales Team" or "Executive Tier"), you can narrow down the list to see and manage only the alerts that pertain to the subjects within that particular group. This provides filtered, focused oversight.
Accessing Your Alerts
You’ll see the Alerts List, where you can see key metrics, filter alerts, perform actions in bulk, or dive into individual alerts for more detail.
Understanding Alert Types
Alerts are automatically grouped into specific Categories and Types to help you appropriately assess and prioritize risk.
Criminal
Arrest
Criminal - Court
Criminal - Sex Offender Registry
Criminal - Warrant
News
PEP (Politically Exposed Persons)
Sanctions
Watchlists
Federal Civil & Bankruptcy Filings
Working with Alerts
Click on any alert in the list to open it and view full details. Each alert includes:
Subject Name
Risk Level (can be updated)
Status (e.g., In Review, Reviewed – Match, etc.)
Date of Alert
Alert Type and Category
Alert Details
User Comments
Activity Log (an audit trail of changes)
Updating the Risk Level
Each alert is automatically assigned a Risk Level, but you can adjust it:
Open the alert.
Click the Risk Level dropdown.
Select a new level that reflects your assessment.
Changing the Alert Status
Keep your alerts organized by updating their status:
Reviewed - Match: Use this status if the alert matches the subject.
Reviewed - False Positive: Select this status if the alert does not match.
In Review: This status indicates that the alert is still under review.
You can update the status from within the alert or directly from the Alerts List via the Actions menu.
Commenting on Alerts
Add comments to share insights, context, or decisions with your team. Comments are visible to all users who have access to monitoring.
Archive an Alert
To keep your dashboard focused:
Click Archive in the top right of any alert.
Archived alerts are moved out of your active view but remain accessible via the Archive tab on your Alerts dashboard.
If you need to view any archived alerts, click on the “Archive” section on your alert dashboard. This will show you all the alerts you have archived, allowing you to access them whenever needed
Favorite an Alert
Click the star icon at the top of any alert to mark it as a favorite. Use this to highlight high-priority alerts for quick access.
Activity Log
Each alert includes a detailed Activity Log showing:
When it was created
Who made changes
What updates were made
This provides full transparency and accountability across your team.
Alerts List Features
Alert Actions
From the Alerts List, click the three-dot menu next to any alert to take quick actions
Export Alerts
Download your alert list as an Excel file by clicking the Export icon in the upper-right corner of the Alerts List.
Email Notifications
Daily email notifications summarize the alerts created the previous day. One email notification is sent for each group of subjects. Email alerts are sent daily at 5:00 AM Eastern.
The emails include:
Summary: Subject name and the count of the new alerts for each subject
Review Alerts button: A link to the portal where customers can review and take action.
Need Help?
If you have any questions or need assistance, please email our support team at support@vcheckglobal.com
To reach our Customer Success team, please contact orders@vcheckglobal.com
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