Using The Dashboard

The Dashboard displays alerts for relationships that you or your counterparty have created and require attention, or that you have saved, but not yet submitted. 

Click on the article below to learn more about using the dashboard...




Using The Dashboard

The Dashboard displays alerts for relationships that you or your counterparty have created and require attention, or that you have saved, but not yet submitted. These can be trading relationships in "Pending Approval,” "Pending Delete Approval,” or "Saved" status. The Dashboard also displays alerts for spreadsheet upload errors.

The Dashboard displays information in three sections:
• Trading Relationships Pending
• Trading Relationships Pending with Others
• Spreadsheet Errors

You can approve, reject, or delete pending relationships, as well as approve or reject requests to delete active relationships. Click the Participant ID links to display details for relationships.

You can also research spreadsheet upload problems. To display the spreadsheet, click the spreadsheet name link in the “Trading Relationship Spreadsheet” column. To display the error messages for a spreadsheet, click the blue "i" icon for that spreadsheet in the Details column.

To return to the Dashboard from any page within the TRM application, click “Dashboard” on the main menu.