1. In this guide, we’ll walk through how to enter Undisclosed Debt Monitoring, or UDM, activity in Charlie.

To get started, open the Credit Progress Item from the left-hand menu.

2. Select the UDM tab to view Undisclosed Debt Monitoring details.

3. Click the pencil icon to begin editing the UDM information.

4. From here, set the status to Active...

5. ... and enter the activation date.

6. Once complete, click the check mark to save your changes.

7. You’ll see the updated UDM status and activation date displayed in the Info Card on the top of the screen.

8. To indicate the deactivation of UDM when ready, click the pencil icon again.

9. Select the Inactive status, enter the deactivation date, and click the check mark to save.

10. That’s it! You’ve successfully entered and managed Undisclosed Debt Monitoring activity in Charlie.