CitiDirect automatically runs a daily Inactive User Inquiry to find users who have not accessed the system during the previous 60-day period. This inquiry is listed on the To Do Tab in the Inbox, and the results can be viewed by double-clicking the inquiry name. If you want to specify different search criteria (time period, users, etc.) you may run the Inactive User Inquiry and view a list of inactive users who have not logged on to the system for a specified period of time, based on the Last Activity Date you select.
To specify search criteria and submit an Inactive User Inquiry:
On the CitiDirect navigation bar, click Inquiries. Click Access Management Inquiries and then click Inactive User Inquiry. The Inactive User Inquiry summary form appears.
Click the Criteria Tab. The blue asterisks ( ** ) indicate that at least one of the fields marked must be populated to submit this inquiry.
In the Client Type field, click the drop-down arrow and select a client type, if applicable.
In the Last Activity Date field, enter a date for the last activity
-OR-
If the user has been created but has not accessed the system, check the check box for Users that have never accessed CitiDirect.
If you are entitled to multiple clients and you want to view activity for users associated with a specific client, click the Library Look-Up button in the Client Name field, and select a client name. You may select only one name from the list. Note: The field is only available if Client Type is Internal.
If you want to view activity associated with a specific user, enter the first name of the user in the First Name field, and enter the last name of the user in the Last Name field.
Click Submit. The Inactive User Inquiry is run and the results appear on the Inactive User Inquiry: Summary Tab.
Notes:
There are two options for viewing information: Page View and Split View.
To ensure that the search criteria you enter is complete and accurate and that all related fields are populated, it is best to click Library Look Up buttons, where available, and select criteria from library results lists.
To help you find exactly what you need, CitiDirect provides operators for most criteria fields. Click here for more information on selecting operators when specifying search criteria for inquiries.
To print a listing of the search criteria used for this inquiry, click Print or click the Print Button at the bottom of the left side of the page.
To submit a new inquiry, click Clear Criteria, enter new search criteria, and click Submit.