Adding Flags to a Report

The GTS adds Concern of Loss flags to reports automatically when common warning signs exist (i.e. invasion of principal, unauthorized gifts, criminal activity by the guardian, etc.) that require further review. This automation, however, does not account for every possible concern. As a result, flags can be added to reports manually during the review process to call attention to any otherwise unspecified area that needs additional investigation or other follow-up action.

Creating the Manual Flag

To add a manual flag, perform the following:

1.	Under Ready for Review on the Dashboard, click the Flag Review icon for the report. The Flag Review screen displays.
2.	Find a question that needs to have a flag added and click the Add Manual Flag icon above the grid. The Add/Edit Flag popup displays.
3.	For the Description, summarize the subject of the flag.
4.	The Concern Status defaults to New, but can be updated if needed. For example, if it is already known that a follow-up action is required, you can change this to Actionable.
5.	Record detailed Comments that explain the reason the flag is needed.
6.	Click the SUBMIT button. You are returned to the Flag Review screen and the manual flag displays in the grid with the question.
7.	Repeat Steps 2 through 7 for any additional questions that require a manual flag.
8.	When finished adding flags, ensure the Close radio button is selected at the bottom of the report and click the OK button.