Updating Flags on a Report

If a report from a guardian automatically generates Concern of Loss flags, or one or more flags are added manually, their status must be updated before the report is marked as reviewed. No report can be marked as reviewed if it contains a flag in a New status.

Updating the Flag Status

To update the status of a flag, perform the following:

1.	Under the Ready for Review tab on the Dashboard, click the View Report Details icon for the report. The Report Details popup displays.
2.	Click the View Report with Flags icon to access the report. The report opens in a new tab in your browser.
3.	Flags are displayed in the margin of the question that caused a concern. Review the information provided by the guardian. If needed, you may print the report by using the Print icon in the Adobe toolbar. When finished, close the tab displaying the report to return to the Web Portal.
4.	In the Flag Details grid, click the Flag Review icon . The Flag Review screen displays.
5.	Find a question that needs to have a flag updated and click the Edit Flag icon in the right-hand column. The Add/Edit Flag popup displays. The details recorded with the flag display.
6.	Update the Concern Status dropdown.
7.	If needed, record Comments.
8.	Click the SUBMIT button. You are returned to the Flag Review screen.
9.	Repeat Steps 5 through 8 if there are additional questions with flags that need to be updated.
10.	When finished updating flags, ensure the Close radio button is selected at the bottom of the Flag Review screen and click the OK button.

Viewing the Flag History on a Report

Each time a flag is updated, a new record is created that shows the new status, comments, the date it was created, and the person that performed the update. This information can be viewed for each flag.

1.	Under the Ready for Review tab on the Dashboard, click the Flag Review icon for the report. The Flag Review screen displays.
2.	Find a question with a flag you need to view and click the Edit Flag icon in the right-hand column. The Add/Edit Flag popup displays.
3.	The history can be viewed in the Flag History grid.
4.	When finished reviewing the history, click the "X" in the upper right corner of the Add/Edit Flag popup to return to the Flag Review screen.
5.	Repeat Steps 2 through 4 to view the history of any additional flags.
6.	When finished reviewing flag history, ensure the Close radio button is selected at the bottom of the Flag Review screen and click the OK button.

Viewing the Actionable Flags Report

When a report contains one or more flags with a Concern Status of 'Actionable', the report can be printed with only the actionable flags displayed. The Flag Summary Report, which is appended after the last page of the guardianship report, lists the actionable flags and their history. This function may be beneficial for review by the judicial authority.

1.	Under the Ready for Review tab on the Dashboard, click the View Report Details icon for the report containing actionable flags. The Report Details popup displays.
2.	Click the View Report with Actionable Flags icon to access the report. The report opens in a new tab in your browser.
3.	Flags are displayed in the margin of the question that caused a concern. Review the information provided by the guardian. The Flag Summary Report displays as the last page. If needed, you may print one or both reports by using the Print icon in the Adobe toolbar. When finished, close the tab displaying the report to return to the Web Portal.
4.	You are returned to the Report Details popup. Click the "X" in the upper right corner of the popup to return to the Dashboard.

Updating a Flag that was Added in Error

If a flag was added to a report in error, you must correct it since flags can never be removed:

1.	Under the Ready for Review tab on the Dashboard, click the Flag Review icon for the report. The Flag Review screen displays.
2.	Find a question that had a flag added in error and click the Edit Flag icon in the right-hand column. The Add/Edit Flag popup displays. The details recorded with the flag display.
3.	Update the Concern Status to either No Concern or Resolved.
4.	In the Comments, indicate that the flag was added in error.
5.	Click the SUBMIT button. You are returned to the Flag Review screen.
6.	Repeat Steps 2 through 5 if there are additional questions with flags that were added in error.
7.	When finished updating flags, ensure the Close radio button is selected at the bottom of the Flag Review screen and click the OK button.