The Dashboard provides you with one convenient launch page that allows you to view all items in CA Web that potentially need your attention. To get to the Dashboard, hover your mouse over Announcements > Composite and click Dashboard from the menu:
This invokes the CA Web Dashboard page for your account:
The Dashboard is divided into five main groupings.
The Instructions box shows a total of all events, listed out by service, on which you can instruct. It specifically highlights the number of instructions with a cutoff of the current business day, all items that have a cutoff on the next business day, and all active instructions.
Cut-off Today represents the events where you hold a record date position and the instruction window for the service will be “closing” or expiring on the current business day.
The next Cut Off column represents the events where you hold a record date position and the instruction window for the service will be “closing” or expiring on the following business day.
Active Instructions represents the events where you hold a record date position and the instruction window for the service is open and not cutting off today.
Click the Instructions heading to reach the Instructions Overview page.
Click any hyperlinked number in the Uninstructed and Instructed columns to see a Search Results page that lists all events comprising that total. You can reach a particular event's Record Detail page from here.
The Announcements box contains event totals divided by category – new event announcements are shown here, as well as announcements on which a particular piece of event information has changed. You can see items grouped as “warnings” here as well. For example, you can see your Late Announcements, which are events that DTC announced today that have a record date of today or a day in the past and therefore require timely attention.
Click the Announcements heading to reach the Announcements Overview page.
Click a hyperlinked number in the Events column to see a Search Results page that lists all events comprising this total. You can reach a particular event's Record Detail page from here.
The Allocations box summarizes all of the events that may be allocated. It displays an amount and count of events for the current business date. The Allocations counts are divided up by entitlement types:
Cash (USD),
MMI, for your interest payments on Money Market Instruments,
Stock, for all of your security allocations, stock spinoffs, stock splits, rights distributions, etc., and
Cash (CAD) for customers who participate in the Canadian Link Service.
Click the Allocations (Today) heading to reach the Allocations Overview page.
Click any hyperlinked number in the Events columns to go to a page that lists all events comprising that total. You can reach a particular event's Record Detail page from here.
Adjustments include all entitlement and allocation activity that is outside the traditional pay date allocations. This includes all post allocation rate adjustments and any activity tracking for stock loans, repos, and due bill fail tracking.
The Adjustments box includes a bird's-eye view of your adjustment totals. You can view today's totals split out by adjustment type as well as the number of records that comprise that total.
Click the Adjustments (Today) heading to reach the Adjustments Overview page.
Click any hyperlinked number in the Count column to go to a page that lists all events comprising that total. You can reach a particular event's Record Detail page from here.
This section contains a list of any system alerts that are generally helpful or that require your attention. They are posted with the date and time so you can gauge each alert’s immediacy.
Click a hyperlink in the Subject column to read an alert.