Overview

Interpret list sections and icons so you can quickly see what is blocking rollover.

Details

• Sections - Not Ready to Rollover, Ready to Rollover, and Rollover Complete.
• Checklist icons - Pass (green checkmark), Failed (red X), Not applicable (yellow dash), and Warning (yellow exclamation point).
• Notes - Click the Notes icon to add or edit a reminder for an account.
• Rollover Year - Choose the target year to control which accounts display.

Outcome

You can prioritize fixes and track follow-ups efficiently.