How to Resolve Scout Alerts and Suggestions  

 

Olivia Huppman
(@olivia)
Member Admin
Joined: 5 months ago
Posts: 6
March 11, 2019 4:07 pm  
Have you recently received a Levelset Scout Alert or Suggestion? This post will show you where to go in the new version of the Levelset Platform to resolve them!

 


WHAT IS A SCOUT ALERT OR SUGGESTION?

 To give a quick summary, "Suggestions" are directly related to your project as a whole and do not have an expiration date to resolve. "Alerts" are tied to an individual order and do have an expiration date to resolve. 

HOW DO YOU RESOLVE THIS INFORMATION?

Once you log in to your account, the screenshot below shows that these Alerts or Suggestions can be found by clicking the envelope icon in the top right corner. This will direct you over to your Alerts page.

Hover over any Alert and you will see a green "Resolve" button to the right. If you'd like to immediately add what our research team found, simply click on "Accept Change." If you'd like to see more information, the three green dots will allow you to "View Suggestion" and, depending on the type of information, you can choose "Accept Suggestion," "Use My Records Only," or "Use My Records and This Suggestion."

The same process can be repeated when selecting the "Suggestions" tab located to the left of the "Alerts" tab. If you'd like to instantly add the suggested information to your project, you can click on the green "Accept & Add" button. To view a breakdown of the information, click on the three green dots and select "View." Another added feature is that you can see the difference between the Scout Suggestion and what you have provided us. Depending on the type of information, you can choose "Accept Suggestion," "Use My Records Only," or "Use My Records and This Suggestion."

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 WILL LEVELSET EVER CALL ME?

If we are in need of additional information before we process a lien order and file it, and we have not heard back regarding how you would like to resolve the information, our Support Team may call to follow up on the matter. It is always best to resolve the Scout Document Alerts as soon as you receive them, as it will ensure a speedy processing time for your document.

 

SET SCOUT PREFERENCES TO SPEED UP THE RESEARCH PROCESS

For our subscription users, we ask for Scout preferences that help us determine how you would like us to handle the various research Alerts and Suggestions. Here you will find more information on those preferences and how to update them in your account.

 

CONTACT US

As always, if you have any questions, you can live chat with us at www.levelset.com, contact us at 866-720-5436, or shoot us an e-mail at mail@levelset.com.


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