Counter Parties
The "Counter Parties" section allows you to view, manage, and gain insights into all external parties.
This section also enables users to add organizations for these external parties, facilitating easier tracking.
Accessing the Counter Parties Section
Follow these steps to access and manage your counter parties:
Navigate to Resources
Go to the "Resources" section in the Notice Management Tool (NMT).
Select Counter Parties
Click on "Counter Parties." A page will appear, showing a list of all external parties This page includes key information such as:
Name of the external party
Notice details
Association
Use the action key to view more detailed information about each external party.
You can add organizations for the external parties by clicking on the "Add Organization" button.
Adding Organizations
Click Add Organization
A page will appear listing all existing organizations.
Create a New Organization
Select "Create New," fill in the required details, and click the "Submit" button to add a new organization.
Assign External Parties to an Organization
Use the "Bulk Edit" button to select multiple external parties.
Click on "Add Organization," select the desired organization, and click "Save."
Additional Features
Filter External Parties
Use the filter button to sort through the list of external parties based on various criteria.
By following these steps, you can efficiently manage and gain insights into your relationships with external parties, ensuring streamlined notice management and tracking.